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Showing 31 - 38 of 38 results for "Wealth Investment"

netwealth cost focus pays off

MELANIE TIMBRELL  |  WEDNESDAY, 22 AUG 2012
netwealth Investment Wrap is CoreData's Platform of the Year for 2012 on the strength of advisers allocating client funds on the basis of perceived value. The number of respondents surveyed by CoreData who selected value as the basis for allocation ...

Stammer joins Centric Wealth investment committee

ALEX DUNNIN  |  THURSDAY, 26 JUL 2012
High end wealth advice group Centric Wealth has appointed Dr Don Stammer to its portfolio construction committee. Dr Stammer's involvement with Centric Wealth will include working with the principals of Philo Capital Advisers, where he works as a non-executive ...

netwealth naked wrap slashes fees to 35bp

LINDA HAUSKEN  |  THURSDAY, 19 JUL 2012
netwealth Investments has launched a next generation Wealth Accelerator naked wrap that slashes platform fees down to a low 35bps. The Wealth Accelerator wrap is the latest platform designed in response to the FOFA legislation and the push to fee transparency ...

Investment grade wine attracts global wealth

MELANIE TIMBRELL  |  MONDAY, 18 JUN 2012
Fine wine is increasing in attractiveness as an asset class for global private wealth investment, according to US-based specialist firm Trellis Wine Investments, which reports an annualised non-correlated return of 11.33% over the past 10 years. A recent ...

Omniwealth provides planning tools for independents

ELISE BURGESS  |  THURSDAY, 15 DEC 2011
Independent advisers are being offered a safety line from wealth advisory group Omniwealth which launched a new dealer group website promoting best of breed services for advisers that want to maintain their independence. The dealer group, which provides ...

Market Wrap - Midday

AAP  |  FRIDAY, 19 MAR 2010
... "Any easing there will have a negative impact on our financial sector and our mining sector." Macquarie Private Wealth investment adviser, John Milroy, said volumes were slow and there had been some profit-taking. "Banks are pretty mixed and resource ...

Rainmaker Marketing Excellence Awards 2009

The best of the best in financial services marketing, sales and business development battled it out in this year's Rainmaker Marketing Excellence Awards, with the winners announced last night at the Shangri-La hotel in Sydney. This year's event gave ...

Diamonds are an investor's best friend

RUTH LIEW  |  TUESDAY, 19 MAY 2009
... investments for some of the world's richest high net worth investors. According to a London-based Datamonitor wealth investment analyst Susan Ellis, high net worth investors are taking advantage of uncertainty in global financial markets by investing ...
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