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Showing 31 - 40 of 53 results for "HNW investors"

Private debt attractive for instos: Sahota

KANIKA SOOD  |  FRIDAY, 18 MAY 2018
... domain of the big four until recently, Sahota said at an investor forum on Wednesday. "As a result, institutional and HNW investors have traditionally found it difficult to get access to this market simply because Australian banks have acted as asset ...

Macquarie merges private wealth businesses

KANIKA SOOD  |  THURSDAY, 17 MAY 2018
... Banking and Financial Services group (BFS), which also looks after retail banking activities. The gearing towards HNW investors in the bank's private wealth and banking business will have no impact on BFS's retail banking strategy which includes home ...

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
... based in Perth and New York and provides blockchain consulting, software solutions and ICO support. Bankorus allows HNW investors with multiple ways to access cryptocurrency using traditional assets. Investors can, for example, "tokenise" illiquid assets ...

HNWI financial advice demand falls: Research

KARREN VERGARA  |  THURSDAY, 14 DEC 2017
... cash or funds that could be allocated to growth investments. Investment Trends senior analyst King Loong Choi said HNW investors' unmet advice needs centre around investment strategy and retirement. "HNWIs themselves understand that a single adviser ...

Concerned HNWs rolling back property exposure

ALEX BURKE  |  FRIDAY, 26 MAY 2017
... comfortable with this because it gave them firepower when the next cycle presents," Murchie said. Murchie added that HNW investors are still motivated to acquire strategic assets, but that commercial property currently falls short of their strict criteria. ...

Wealth transfer poses advice business risk

ALEX BURKE  |  FRIDAY, 28 APR 2017
... more than a half of HNW wealth is booked in discretionary mandates. While regional preferences vary, in general HNW investors reach out to advisers to save time and benefit from expertise of professionals they have been working with. Wealth managers ...

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
... helm of the decision making process, whilst demonstrating expertise and sophistication." The number of Australian HNW investors was largely steady over the past year, with an estimated 440,000 individuals controlling investable assets over $1 million ...