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Showing 31 - 40 of 102 results for "High-net-worth investors"

HNW advice group faces licence conditions

LAURA MILLAN  |  TUESDAY, 1 DEC 2015
A financial planning dealer group focusing on high net worth investors is facing having conditions placed on its licence by ASIC following serious breach incidents. Morgans Financial representatives were monitored by ASIC, which identified "a number ...

UBS enters SIV space

MARK SMITH  |  WEDNESDAY, 2 SEP 2015
... market with the launch of a compliant fund. The revamped SIV, effective 1 July 2015, aims to attract high net worth investors to Australia who invest a minimum of $5 million across a mandated range of SIV complying investments in exchange for temporary ...

Colonial First State awards $55m mandate

MARK SMITH  |  FRIDAY, 28 AUG 2015
... "Our focus is on generating alpha from investing in Australian small companies for institutional and high net worth investors." The mandate will be managed by Series and Stephen Walsh, the principals of 8IP. Both have extensive investment experience ...

Prime Value launches fund for SIVs, SMSFs

LAURA MILLAN  |  THURSDAY, 16 JUL 2015
... Initially, it attracted funds from high net worth and foreign investors and is now open to retail investors. "High net worth investors generally want an investment that they can understand, and which is low risk. Capital preservation is very important ...

Saxo launches trading platform for SMSFs

LAURA MILLAN  |  WEDNESDAY, 10 JUN 2015
... launched an online multi asset trading platform in Australia targeting self-managed super funds (SMSFs) and high net worth investors. The SaxoTraderGO platform is designed for casual traders who become increasingly professional and who transact their ...

Family office fintech solutions on the rise: IRESS

LAURA MILLAN  |  MONDAY, 1 JUN 2015
... performance and build reports. Gross said that the trend is likely to continue because as the number of high net worth investors and ultra-high net worths increases in Australia. "Family offices will just want to do more for themselves, which means that ...

Emerging markets a no go in 2015

DARREN SNYDER  |  WEDNESDAY, 8 APR 2015
... manager Legg Mason. The survey, which sought investment habits and expectations from more than 4,200 high net worth investors across 20 major markets including Australia, found 29% of global investors are shifting away from emerging markets. Twenty-one ...

New HNWIs demand unbundled services

ALEX BURKE  |  TUESDAY, 10 MAR 2015
... commonly looking for advice on undervalued assets and offshore investments. We are definitely seeing more high net worth investors wanting more of a piece-by-piece advice offering rather than fully comprehensive financial plans." The perception of high ...

Risk not the endgame

ALEX DUNNIN  |  WEDNESDAY, 25 FEB 2015
... short equity fund that in two years has grown to $40 million with a client base of 100 predimonently high net worth investors. Clients like this are hard taskmasters and so attracting and maintaining their business requires much more than just being ...

Philanthropic fund establishments return to pre-GFC levels

LAURA MILLAN  |  TUESDAY, 6 JAN 2015
... philanthropic services head of marketing John McLeod said that PAFs were increasingly being used by very high net worth investors to engage their children in managing the family affairs. "Giving children an opportunity to be part of the philanthropic ...