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Showing 51 - 60 of 283 results for "HNW"

EBC expands local offerings to HNWIs, instos

KARREN VERGARA  |  WEDNESDAY, 16 OCT 2024
UK wealth management and brokerage firm EBC Financial Group (EBC) has scored a new AFS Licence (AFSL) and is ready to take on institutional investors and Australia's growing high-net-worth population. London-based EBC provides financial brokerage, asset ...

Praemium unveils Spectrum for HNWs

MATTHEW WAI  |  TUESDAY, 1 OCT 2024
Financial advisers now have access to a suite of solutions specifically tailored to high-net-worth (HNW) clients, known as Praemium Spectrum. Users can access a range of comprehensive assets, tools, and capabilities to better facilitate holistic wealth ...

Pitcher Partners executives launch advice firm

KARREN VERGARA  |  FRIDAY, 27 SEP 2024
Three Pitcher Partners executives have set off to launch Viola Private Wealth, an ultra-high-net-worth financial advice firm spearheaded by Charlie Viola. Viola, together with founding partners Sean Ward and Andrew Levi, bought out operational aspects ...

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. ...