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Showing 51 - 60 of 270 results for "HNW"

UK forewarns Australia on wholesale test changes

KARREN VERGARA  |  THURSDAY, 23 MAY 2024
After recently backflipping on changing its high-net-worth investor (HNWI) tests, the UK serves as a cautionary tale for Australia as it mulls overhauling its own wholesale investor thresholds. The UK government introduced new HNWI and sophisticated ...

Advisers urged to capitalise on HNW interest in alternatives

ANDREW MCKEAN  |  THURSDAY, 2 MAY 2024
High-net-worth (HNW) investors are the largest market for alternative assets, drawn by the potential for diversified risk-adjusted returns and superior yields in an environment where traditional investments may underperform, according to a report by ...

How to win in today's wealth management industry: EY

ANDREW MCKEAN  |  WEDNESDAY, 24 APR 2024
... wealth managers' value proposition." "The challenge is to deliver these services at scale, while providing bespoke advice to HNW clients at a manageable cost. Technology has a key role to play in boosting relevance and profitability, but many elements ...

Australia's wealthiest women not getting the advice they need

ELIZA BAVIN  |  MONDAY, 25 MAR 2024
The number of high-net-worth (HNW) women seeking increased engagement with financial services is growing in Australia, according to new research. JBWere and CoreData research found Australian women are more highly educated, entrepreneurial and participating ...

EG to target intermediaries

CHLOE WALKER  |  TUESDAY, 5 MAR 2024
... why firms aren't 'IPO'ing' as much as they used to," he said. "So, accessing the private markets now is very appealing for HNW Australians." This year, Weingarth said there are several big-picture factors supporting the growth of various sectors including ...

HNWI collecting activity stoops: Knight Frank

CHLOE WALKER  |  THURSDAY, 29 FEB 2024
Despite a slew of record-breaking sales, luxury investment markets weakened in 2023, according to the Knight Frank Luxury Investment Index (KFLII). For only the second time, the KFLII, which tracks the performance of 10 popular investments of passion ...

Sydney HNWI drops $24m on EG building

CHLOE WALKER  |  THURSDAY, 15 FEB 2024
A private investor has purchased EG's Mungo Scott Building, situated within the iconic Flour Mill of Summer Hill precinct for $23.8 million. The transaction of the Mungo Scott Building totals 3510 square metres and has an occupancy rate of 85%. The ...

GSFM to distribute Access Capital Partners offering to HNWs

CHLOE WALKER  |  FRIDAY, 8 DEC 2023
GSFM has partnered with Parisian firm Access Capital Partners (ACP) to distribute its European infrastructure and smaller buyout strategies to local wealthy investors and family offices. GSFM chief executive Damien McIntyre said the partnership will ...

HNWs require specialist expertise: Report

CHLOE WALKER  |  TUESDAY, 5 DEC 2023
To better serve high-net-worth (HNW) clients, financial advisers require a broader range of specialist expertise to meet their complex needs, according to HUB24. HUB24's latest whitepaper, Directing the matrix: meeting the needs of high-net-worth clients ...

Will HNW firms re-enter retail advice?

KARREN VERGARA  |  WEDNESDAY, 1 NOV 2023
Two major high-net-worth financial advice firms laud the Quality of Advice Review's promises of drastically reduced scrutiny and red tape but have stopped short of saying that they will re-enter the retail client space. JBWere Australia began exiting ...