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Showing 41 - 50 of 102 results for "High-net-worth investors"

India mutual funds reach A$149bn

ALICE URIBE  |  THURSDAY, 20 NOV 2014
... 3.2% pa since 2010 largely due to rising inflation and lacklustre returns from the Indian equity market. High net worth investors account for 28% of the market with mass affluent retail making up 20%. Bank distributed mutual funds make up about half ...

DomaCom unveils IPO plans for 2015

LAURA MILLAN  |  THURSDAY, 30 OCT 2014
... through 12 independent dealer groups. He added that the initiative has sparked interest from Australian high net worth investors, as well as from investors in Singapore. The $7 million raised through an oversubscribed equity placement will allow DomaCom ...

Paradigm acquires Melbourne-based practice

MARK SMITH  |  TUESDAY, 7 OCT 2014
... Portfolio Managers as the "ideal cultural fit." The Melbourne-based practice specialised in advice for high net worth investors and self-managed superannuation funds, though most investments were managed off-platform. "An MDA isn't suitable for every ...

Wealthy investors bullish thanks to advice

MARK SMITH  |  THURSDAY, 11 SEP 2014
... continue to see desire for an asset allocation less heavily skewed to Australian equities with advised and high net worth investors leading the charge," finished Mowll.

QV Equities raises $180m

MARK SMITH  |  MONDAY, 18 AUG 2014
... QV Equities (QVE). The launch of the product last month targeted self-managed super funds (SMSFs) and high net worth investors looking for a diversified share portfolio outside the 20 largest companies. The IPO closed on August 8. "We've spoken to literally ...

Zenith launches range of retirement portfolios

MARK SMITH  |  WEDNESDAY, 25 JUN 2014
... implementable Retirement Models, retirees will be provided with options to address the requirements of high net worth investors as well as age pension eligible investors. In addition, the portfolios are offered with or without the inclusion of an Annuity ...

New infrastructure fund for SMSFs launches

JAMES FERNYHOUGH  |  TUESDAY, 20 MAY 2014
A new fund dedicated to providing self-managed super funds and high net worth investors with access to unlisted infrastructure has been launched. Chaired by Pacific Hydro director Geoff Coffey, the Infrastructure Partners Investment Fund (IPIF) is a ...

Wanted: Money managers that are investors not product makers

ALEX DUNNIN  |  WEDNESDAY, 2 APR 2014
... billion portfolio is 30% sourced from institutional pension funds, 25% from endowment funds and 20% from high net worth investors. In Australia this is reflected in the 96% correlation super fund returns have with the S&P/ASX securities market index ...

SMSFs eye offshore assets

MARK SMITH  |  WEDNESDAY, 11 DEC 2013
... (CGIII) report, 50% of SMSF investors who plan to invest offshore plan to do so in the next three months. High net worth investors have also signaled their intent to look further afield for investment opportunities. The CGIII for this segment of the ...

Transaction-based fees hurt private banking clients

MARK SMITH  |  WEDNESDAY, 13 NOV 2013
... can be explained by the private banking industry's failure to provide the quality and reach of service high net worth investors need. "Our belief is that if we represent the client's interest first then everything else will follow. Trust is the central ...