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Showing 31 - 40 of 54 results for "HNW Investor"

Private debt attractive for instos: Sahota

KANIKA SOOD  |  FRIDAY, 18 MAY 2018
Australia's $2.8 trillion private debt market could offer stable income opportunities for superannuation funds and high-net-worth individuals alongside capital preservation, according to fixed income veteran Bob Sahota. The private debt market in Australia ...

Macquarie merges private wealth businesses

KANIKA SOOD  |  THURSDAY, 17 MAY 2018
Macquarie Group is consolidating its private bank and private wealth businesses to concentrate its growth strategy on high net-worth (HNW) clients, a move it expects to affect advisers. HNW clients are already the exclusive focus of Macquarie's private ...

What makes a tech company attractive for HNW investors?

KANIKA SOOD  |  MONDAY, 30 APR 2018
As artificial intelligence (AI) disrupts technology over the next decade, tech companies could make for key investments in portfolios of HNW and UHNW individuals, according to a four-person panel led by Crestone Wealth Management in Sydney earlier this ...

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 ...