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Showing 31 - 40 of 51 results for "HNW Investor"

Private wealth platform appoints ASX-listed corporate adviser

ALEX BURKE  |  TUESDAY, 6 MAR 2018
A blockchain-based private wealth platform that created China's first robo-advice solution appointed an ASX-listed corporate advisory firm for its initial coin offering (ICO). Bankorus, which now advises more than 200,000 high-net-worth investors representing ...

HNWI financial advice demand falls: Research

KARREN VERGARA  |  THURSDAY, 14 DEC 2017
New research from Investment Trends found there are less high-net-wealth investors using financial advisers compared to five years ago. The use of financial advice among high-net-worth investors (HNWI) has fallen to a five-year low, according to the ...

Concerned HNWs rolling back property exposure

ALEX BURKE  |  FRIDAY, 26 MAY 2017
Client feedback at boutique property fund manager Forza Capital suggests high-net-worth investors believe commercial property assets are fully priced. These investors are, as a result, selling off the assets and retaining the proceeds as cash rather ...

Wealth transfer poses advice business risk

ALEX BURKE  |  FRIDAY, 28 APR 2017
While high-net-worth and ultra-high-net worth clients are attractive prospects for advice businesses, a lack of inheritance planning services could mean the end of those relationships throughout the largest intergenerational wealth transfer in history. ...

HNW investors value role of advisers

KERRIE SYDEE  |  MONDAY, 30 MAY 2016
The Legg Mason 2016 Global Investment Survey revealed that a growing number of Australians are seeking financial advice and place a considerable amount of trust in that advice. Legg Mason surveyed 4,103 high net worth investors aged from 40 to 75 ("investors") ...

Stockspot releases robo tool for HNW investors

ALEX BURKE  |  MONDAY, 21 MAR 2016
Stockspot has released a personalised automated investment portfolio service targeted at attracting high-net worth investors. The Stockspot Themes service allows "qualifying investors" to choose from 14 different investment themes which tie into Stockspot's ...

Advisers halt HNW slide

MARK SMITH  |  TUESDAY, 16 FEB 2016
... property investments, up from 30,000 in 2013." "Direct shares and property make up two thirds of a typical Australian HNW investor's portfolio. Whilst the property market remained buoyant, the slump in commodity prices and sharemarket volatility throughout ...

Instreet grows sales team

MARK SMITH  |  FRIDAY, 14 AUG 2015
... managing director George Lucas said, "As market demand for structured products matures, especially for bespoke and HNW investor solutions, it will be Marcus's responsibility to strengthen relationships in the wealth management sector, targeting wholesale ...

Millionaire investors swell in 2014

LAURA MILLAN  |  MONDAY, 2 MAR 2015
... worth (HNW) investor population went from 400,000 in November 2013 to 443,500 in October 2014, the Investment Trends HNW Investor Report found. "This is the largest annual increase in the number of HNW investors we've seen in the past five years," Investment ...

Wealthy investors bullish thanks to advice

MARK SMITH  |  THURSDAY, 11 SEP 2014
High net worth investor confidence is up, bucking a trend of lower confidence across the market as a whole, according to the latest Certitude Global Investments investor intentions (CGIII) survey. The CGIII, which collates the views of over 600 actively ...