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Showing 31 - 40 of 117 results for "High Net-Worth Individuals"

Boutique advice firm joins Fortnum

KERRIE SYDEE  |  FRIDAY, 4 NOV 2016
... the firm positions itself to continue delivering professional advice and best-of-breed services to high net worth individuals and families. "We considered all our options, including applying for our own AFSL, and conducted an extensive review of the ...

Findex brings family office to the masses

ALEX BURKE  |  THURSDAY, 20 OCT 2016
... each part of a family-run business. Findex chief executive Spiro Paule elaborated: "In the past, only high net worth individuals and businesses had access to Family Office-style services. "After building a company with more than 1,800 advisers in key ...

Asia-Pacific leads global HNW population and wealth

KERRIE SYDEE  |  FRIDAY, 14 OCT 2016
The Asia-Pacific region is now the leading region for high net worth individuals (HNWI) wealth, according to the 2016 Capgemini Asia-Pacific Wealth Report. In 2015 Asia-Pacific HNWI wealth grew by 9.9% to US$17.4 trillion, a growth rate 5.8 times the ...

Powerwrap launches SMA service

MARK SMITH  |  THURSDAY, 8 SEP 2016
... management without the embedded capital gains tax associated with managed funds. Historically reserved for high net worth individuals with access to minimum investments of $500,000 or more, improved technology has meant SMAs are now more affordable for ...

First clean energy seed fund launched

KERRIE SYDEE  |  MONDAY, 5 SEP 2016
... accelerators, incubators, angel groups and university programs along with the strategic and financial inputs of high net worth individuals, corporate, institutional and impact investors. This will ensure CEFC finance can be used to support innovation ...

Robo-advice to impact not replace: CFA

KERRIE SYDEE  |  THURSDAY, 28 APR 2016
... unlikely that robo-advice would replace engagement with financial advisers for high net worth and ultra-high net worth individuals, deeming their need for tailored financial advice too complicated for standardised automation tools provided by robo-advisers. ...

Aussie agtech the focus for US fund

DARREN SNYDER  |  THURSDAY, 14 APR 2016
... The Finistere Ventures II fund is targeting Australian institutional investors, family offices and high net worth individuals, as well as food and agriculture companies. The fundraising is expected to be completed by July. Finistere Ventures partner ...

DeVere chief defends Panama privacy

ALEX BURKE  |  FRIDAY, 8 APR 2016
... unrest. "For instance, there is a real and present danger of kidnap in some parts of Latin America for high net worth individuals and their loved ones who keep their wealth 'onshore'. As such, there is a place and a need for financial privacy to protect ...

IOOF division launches philanthropy services

LAURA MILLAN  |  THURSDAY, 10 DEC 2015
... philanthropy," Riordan said. AET's head of philanthropy Ben Clark said: "Less than 1% of Australian high net worth individuals had established philanthropy structures to share their wealth. "This segment of wealthy Australians could benefit significantly ...

APAC fastest growing region for millionaire investors

LAURA MILLAN  |  THURSDAY, 18 JUN 2015
Asia Pacific is the region where the number of high net worth and ultra-high net worth individuals grew faster during 2014, the World Wealth Report found. The 19th edition of the report by Capgemini and RBC Wealth Management revealed that high net worths ...