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Showing 31 - 40 of 272 results for "HNW"

Praemium names interim CFO

KARREN VERGARA  |  WEDNESDAY, 5 MAR 2025
... same trajectory to reach $5.8 million. During the six months, Wamsteker said Praemium launched Spectrum for high-net-worth (HNW) clients, repriced its core separately managed accounts (SMA), rebounded from the impact of adviser exits, restructured operations ...

Partners Wealth Group appoints new head of Partners Private

ANDREW MCKEAN  |  MONDAY, 17 FEB 2025
... director at Macquarie Funds Group, where he developed expertise in delivering bespoke financial solutions for high-net-worth (HNW) clients. Partners Wealth Group managing director Mathew Cassidy said Herd's experience and proven leadership in private ...

JP Morgan AM nabs Netwealth exec

ELIZABETH FRY  |  THURSDAY, 13 FEB 2025
... director of distribution. "We are thrilled to welcome Naomi to our team. Her extensive experience and deep understanding of the HNW, ultra HNW and family office distribution landscape will be invaluable as we continue to deliver tailored solutions to ...

HNW advisers flock to private markets

MATTHEW WAI  |  THURSDAY, 30 JAN 2025
Almost two out of three investment advisers are looking to increase their asset allocation into private markets this year, a survey found. The survey comes amid a similar study compiled by Coller Capital, highlighting that one in three investors will ...

Ethical investment holdings double: CoreData

ANDREW MCKEAN  |  TUESDAY, 21 JAN 2025
The number of high-net-worth (HNW), core affluent, and mass affluent investors holding ethical and sustainable investments has roughly doubled over the past year, according CoreData. The CoreData research obtained by Financial Standard seeks to capture ...

Research digs into HNW investment preferences

MATTHEW WAI  |  TUESDAY, 14 JAN 2025
According to new research from Praemium, high-net-worth (HNW) investors with stronger balances are typically tipping more into alternatives. The report comes as advisers eye the asset class along with artificial intelligence (AI) and technology as key ...

Renewable infrastructure opportunities for HNWIs

ELIZA BAVIN  |  FRIDAY, 13 DEC 2024
Australian Ethical's new head of private markets Adam Roberts thinks private wealth investors should forget the ASX, saying the best opportunities to capitalise on the energy transition are in private markets. Roberts told FS Private Wealth that ...

Praemium partners to bring structured products to HNWIs

MATTHEW WAI  |  TUESDAY, 3 DEC 2024
... offer financial advisers improved access to structured products to better meet the evolving needs of their high-net-worth (HNW) clients. The agreement will bring advisers new capabilities on Praemium's HNW platform Spectrum, which was unveiled earlier ...

HNWIs demand alternatives, platforms lack access

KARREN VERGARA  |  WEDNESDAY, 13 NOV 2024
As high-net-worth (HNW) investors increasingly demand alternative assets, platforms are failing to facilitate access to these opportunities, according to Praemium. Nearly one third of HNW investors want to diversify into alternatives but their platforms ...

EBC expands local offerings to HNWIs, instos

KARREN VERGARA  |  WEDNESDAY, 16 OCT 2024
UK wealth management and brokerage firm EBC Financial Group (EBC) has scored a new AFS Licence (AFSL) and is ready to take on institutional investors and Australia's growing high-net-worth population. London-based EBC provides financial brokerage, asset ...