Search Results | Showing 31 - 40 of 219 results for "HNW" |
| | | When it comes to financial planning, a growing number of high-net-worth (HNW) individuals are opting to DIY, according to new research collated by Investment Trends and sponsored by Praemium. The research, which involved polling 7500 investors, found ... |
| | | | ... Centennial Property Group, where she was the director of private wealth since 2019. At Centennial, she focused on high-net worth (HNW) and family office clients across product offerings, marketing, investor relations and registry. Prior to Centennial ... |
| | | | ... over a decade many wealth managers have put their growth focus on the ultra-high-net-worth (UHNW) and higher-high-net-worth (HNW) segments, thus not prioritising less wealthy clients," the report stated. "In their home markets, wealth managers also had ... |
| | | | ... strategy that will see Koda Capital make its own acquisitions. Emigrant Partners is now a minority strategic investor in the HNW firm, adding Koda Capital to its portfolio of more than 18 firms in which it holds non-voting interests. Emigrant Partners ... |
| | | | Integrated Portfolio Solutions is expanding its suite of solutions, launching a new Private Markets offering. IPS will partner with product manufacturers and investment experts across a range of alternative assets classes to provide investment advisers ... |
| | | | ... the present day, Pallas Group's headcount has grown by almost 300%," Spring said. "Whilst we remain focused on building our HNW client business, this year will see a greater focus on growing our market share in the wealth planning and institutional space." ... |
| | | | Macquarie Asset Management has acquired Central Park Group, a US-based independent investment advisory firm. Central Park Group specialises in institutional-quality alternative investment strategies for high-net-worth investors. The company provides ... |
| | | | Coterie Capital has invested in a wealth management platform that has grown to $10 billion in funds under administration. Coterie allocated an undisclosed stake in Integrated Portfolio Solutions and established a dedicated fund that solely houses the ... |
| | | | ... joined Altive as a partner this month and most recently led the fundraising efforts for GAM's private wealth, wholesale, HNW, endowments and private bank clients. Before GAM, he worked in business development and investor relations at Pengana Capital ... |
| | | | ... distribution team with a new hire for its wholesale business in Australia. Daniel Sharp has been appointed manager - wholesale, HNW and family office. He is based in Sydney and will report to GAM head of Australia Alex Zaika. "We are delighted to welcome ... |
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