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Showing 31 - 40 of 518 results for "High-Net-Worth"

Real Asset Management to list REIT, makes hire

ANNABELLE DICKSON  |  MONDAY, 18 OCT 2021
... Thompson will lead RAM's digital transformation journey and will the onboarding process for the group's wholesale and high net worth clients and create direct access to RAM funds through new digital pathways. "RAM has enjoyed successful growth over the ...

Australia ranked seventh for retirement wellbeing

ELIZABETH MCARTHUR  |  WEDNESDAY, 15 SEP 2021
... countries. Natixis surveyed 400 Australian investors as part of the research, finding that 19% were classified as high net worth with more than $1 million in net investable assets, with a further 22% classified as emerging high-net-worth with US$500,000 ...

NAB to buy Citigroup's Australian consumer banking business

KANIKA SOOD  |  TUESDAY, 10 AUG 2021
... completed the sale of its MLC Wealth Business to IOOF with its retained wealth businesses focused on servicing high net worth and self-directed segments, through its Private Wealth division," it said in ASX filings. "NAB will review opportunities to ...

Goldman Sachs hires for family office offering

ELIZABETH MCARTHUR  |  WEDNESDAY, 4 AUG 2021
... wealth offering in Australia. The firm is building a local private wealth team to serve family offices and ultra-high net worth individuals. Chris Kavanagh and Aaron Shirley have been appointed to lead private wealth management business for Goldman Sachs ...

Dexus to acquire APN Property Group

KANIKA SOOD  |  TUESDAY, 11 MAY 2021
... funds and unlisted direct property funds, The transaction also expands our investor network to include retail and high net worth capital," Dexus chief executive Darren Steinberg said.

ASIC cracks down on investment guru

ELIZABETH MCARTHUR  |  TUESDAY, 11 MAY 2021
... "multi-million dollars worth of real estate". "Having provided legal financial services to both ordinary Australians and high net worth investors, in a legal career spanning more than 25 years, Dominique understands how the rich grow and protect their ...

BetaShares targets HNW market with new role

ELIZA BAVIN  |  TUESDAY, 16 MAR 2021
... appointment to a newly created role targeting the high-net-worth market. Tony Pattison has been named as head of high net worth groups and will be responsible for leading BetaShares' activities in the private bank, family office and high net worth investor ...

Citi names client director from within

ANNABELLE DICKSON  |  WEDNESDAY, 17 FEB 2021
... clients. He originally joined the company as a personal banker in 2010. In his new role, Liu will manage Citi's high net worth clients and be a point of contact to navigate times of volatility. Last year, Citi's Australian retail bank's fixed income ...

How to attract high net worth clients

ELIZABETH MCARTHUR  |  MONDAY, 15 FEB 2021
The latest Netwealth The Advisable Australian report has revealed the attitudes of potential financial advice clients when it comes to brand affinity, finding that higher incomes bring higher expectations. The report found that increased household income ...

The barriers to limited advice: Licensees

ANNABELLE DICKSON  |  MONDAY, 11 JAN 2021
... scaled or limited advice. "The demand is from consumers who need it to be more accessible and affordable whereas high net worth clients perhaps already have access to comprehensive advice," she said. Alexander believes a way for ASIC to support advisers ...