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Showing 41 - 50 of 270 results for "HNW"

HUB24 takes stake in Reach Alternatives

JAMIE WILLIAMSON  |  THURSDAY, 26 SEP 2024
... broader audience. Together, we are focused on delivering solutions that remove the barriers to private markets while offering HNW investors access to some of the most proven asset managers globally," he said. Reach Alternatives has existing partnerships ...

Rising HNW numbers fuel need for specialist advice

JAMIE WILLIAMSON  |  THURSDAY, 12 SEP 2024
There was an 8.7% increase in the number of high-net-worth (HNW) investors in Australia last year, bringing with it increased demand for estate planning, tax optimisation, and investment strategy advice. About 690,000 Australians are now considered ...

Netwealth FUA nears $90bn

KARREN VERGARA  |  TUESDAY, 13 AUG 2024
... accounts it had at the end of the period, up 12.3% year on year. On average, accounts held $583,000, driven by high-net-worth (HNW) and private clients. Nearly 3800 financial intermediaries are using the Netwealth platform. Netwealth's client base ...

Choice products require fairer framework: FSC

KARREN VERGARA  |  TUESDAY, 6 AUG 2024
... growth of managed accounts and non-superannuation vehicles to support advisers focusing on upper affluent and high-net-wealth (HNW) clients. The Choice sector makes up 70% of the market, yet regulatory and legislative processes continue to prioritise ...

AAT slashes adviser ban

KARREN VERGARA  |  MONDAY, 8 JUL 2024
... September 2009 and 28 September 2015, Betalli was an authorised representative of Count Financial, and after that went to HNW Planning. He runs Betalli & Associates, a tax and accounting business, and The FP Business, a financial advice service. He also ...

ASX delistings outpacing new market entries

ELIZA BAVIN  |  MONDAY, 8 JUL 2024
The latest EQT ASX Group Monthly Activity Report for June 2024 highlighted a significant trend of ASX delistings outpacing new market entries last financial year. The report suggested investors were increasingly pivoting towards private markets in search ...

ANZ, Blackstone launch HNWI fund

KARREN VERGARA  |  FRIDAY, 5 JUL 2024
ANZ and global alternatives fund manager Blackstone have launched a multi-asset strategy for high-net-worth investors (HNWI). The Graphene Alternative Fund is an Australian unit trust and absolute-return strategy that is exclusive to ANZ Private clients. ...

HNWIs wealth reaches unprecedented levels

ANDREW MCKEAN  |  FRIDAY, 7 JUN 2024
The Capgemini Research Institute's World Wealth Report 2024, released today, shows high-net-worth individuals (HNWIs) and their wealth hit unprecedented levels in 2023, driven by a rebound in the global economic outlook. According to the report, global ...

Ironbark partners with HarbourVest to launch fund

ELIZA BAVIN  |  TUESDAY, 4 JUN 2024
... open-ended Australian managed investment scheme, that expands access to global private equity for institutional high-net worth (HNW) and wholesale investors in Australia and New Zealand through a single, compounding investment managed by HarbourVest ...

BT Panorama launches first-of-its-kind private market managed account

ANDREW MCKEAN  |  THURSDAY, 30 MAY 2024
... launched the Drummond Private Markets Separately Managed Account (SMA) on the BT Panorama platform, offering high-net-worth (HNW) clients access to a portfolio of private equity, private debt, and real assets. BT head of managed accounts Zac Leman said ...