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Showing 51 - 60 of 518 results for "High-Net-Worth"

Former Christian Super investments chief in new role

ELIZABETH MCARTHUR | MONDAY, 28 SEP 2020

... is based in New Zealand and provides wealth management advisory services to wholesale investor clients including high net worth individuals, family offices, select not-for-profit foundations and trusts. Paua chief executive and founder Donna Nicolof ...

Advice too expensive, hard to access: FPA

ALLY SELBY | WEDNESDAY, 16 SEP 2020

... chair Paul Clitheroe noted that current frameworks restrict advisers to only be able to offer their services to high net worth individuals or those who can afford advice. "That satisfies [roughly] the top 10 or 20% of the population of Australia," he ...

Citi hires new banking, wealth lead

ALLY SELBY | WEDNESDAY, 26 AUG 2020

... distribution division within Citi Australia's retail banking and wealth management business, including the bank's high net worth unit, mortgage distribution and specialist teams. Citi Australia head of retail banking Kate Luft said she was thrilled to ...

Perpetual profits plummet

ALLY SELBY | THURSDAY, 20 AUG 2020

... to "materially grow its network of culturally aligned advisers", onboarding 20 new advisers with more than 150 high net worth clients. Together with flows from Perpetual Private's existing client base, this helped to contribute to inflows of $600 million ...

Wealthy Aussies panic buy life insurance

ANNABELLE DICKSON | MONDAY, 17 AUG 2020

High net worth investors have resorted to panic buying life insurance products as a result of the COVID-19 pandemic despite low trust in the providers, according to the latest research from GlobalData. The analytics and data firm's 2020 Global Wealth ...

Advice firm awarded international certification

ELIZABETH MCARTHUR | MONDAY, 10 AUG 2020

... Fiduciary Excellence managing director Carlos Manskep said the centre's independent assesments provide assurance to high net worth clients that firms that achieve the certification are adhering to the industry's best fiduciary practices. These include ...

Former BNY Mellon IM country head joins Westpac

KANIKA SOOD | TUESDAY, 4 AUG 2020

... Victoria. The global investment services sources, selects and monitors multi-asset and multi-currency investments for high net worth clients of Westpac's private wealth and business division. "Phil has over 25 years' experience in financial markets ...

Platforms reveal merger details

ANNABELLE DICKSON | FRIDAY, 31 JUL 2020

... Powerwrap will have access to the full suite of enhanced Praemium technology, strengthening the ability to serve the high net worth investor (HNWI) segment. "Praemium's capabilities with respect to reporting, and in particular tax reporting, offer a ...

Specialist platforms prosper in June quarter

ALLY SELBY | MONDAY, 20 JUL 2020

... the quarter, including ClearView Wealth portfolios, Australian share portfolios and diversified ETF portfolios. High net worth specialist Powerwrap also released its results for the June quarter, with the platform reporting its FUA increased by $515 ...

Netwealth booms amid pandemic

ALLY SELBY | FRIDAY, 10 JUL 2020

... breadth and sophistication of our managed account evolves we see this trend growing with new segments, such as high net worth and broking firms, also looking to adopt managed accounts within their businesses," he said. "We can now also support additional ...

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BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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