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Showing 51 - 60 of 112 results for "High-net-worth investor"

Zenith launches range of retirement portfolios

MARK SMITH  |  WEDNESDAY, 25 JUN 2014
Investment research provider Zenith has launched a new range of retirement investment portfolios which cater to a range of risk appetites and have options for an annuity-style income stream. The six portfolios are designed to maximise income and age ...

Macquarie exec posed as family office to learn secrets

STAFF WRITER  |  FRIDAY, 30 MAY 2014
... sensitive details about a competitor's profits, fee structure and returns by pretending to be an ultra-high net worth investor. The incident happened in late 2011 as Macquarie was looking to raise $700 million through the investment vehicle Macquarie ...

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
In an era when many investment managers are engineering overly complex, multi-layered model-driven strategies, traditional managers focused on long term fundamentals are finding a receptive audience. "It's performance, performance, performance. It's ...

SMSFs eye offshore assets

MARK SMITH  |  WEDNESDAY, 11 DEC 2013
Self-managed super fund (SMSF) investors have signaled much stronger appetite for investing offshore compared to their non-self-managed counterparts. According to the latest Certitude Global Investing Intentions Index (CGIII) report, 50% of SMSF investors ...

Transaction-based fees hurt private banking clients

MARK SMITH  |  WEDNESDAY, 13 NOV 2013
Credit Suisse's Asia Pacific head of private banking Francesco de Ferrari has criticised the industry's commonplace transaction-based fee structures for not being in clients' best interests. He told Financial Standard that charging clients when they ...

Prime Value AM gets SIV approval

MARK SMITH  |  THURSDAY, 22 AUG 2013
Boutique Australian equities manager, Prime Value Asset Management, has become the latest fund house to cater for the foreign investors looking to gain residency in Australia via the Significant Investor Visa (SIV) program. Its flagship Prime Value ...

Legg Mason adds SIV funds

MARK SMITH  |  WEDNESDAY, 24 JUL 2013
Legg Mason is packaging its four Significant Investment Visa (SIV) complying funds as a ready-made solution for private wealth advice firms. The fund manager has four funds that comply with SIV requirements - Australian cash, listed property, equity ...

Former ANZ, UBS exec to head new Bennelong division

MARK SMITH  |  MONDAY, 15 JUL 2013
Bennelong Group has appointed Fiona Rowland to lead its new national wealth management and advisory business. The new business is aimed specifically at providing products and services to high net worth and ultra-high net worth investors. Bennelong intends ...

Two-fifths of Australians upping overseas exposure

MARK SMITH  |  THURSDAY, 11 JUL 2013
Almost two-fifths (39%) of Australian investors believe they are under-exposed to global equity markets, according to the latest Certitude Global Investing Intentions Index (CGIII). The survey showed that a greater number of investors plan to increase ...