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Showing 51 - 60 of 249 results for "Ultra"

Boutique launches active hybrid ETF

ANNABELLE DICKSON  |  MONDAY, 20 SEP 2021
... hybrid bank securities. The fund is targeting a return of 3.5% to 4.5% per annum above the cash rate. "Against a backdrop of ultra-low interest rates, we are seeing increased demand from investors for sources of reliable, consistent income," portfolio ...

UHNWs see net zero as business opportunity

ELIZABETH MCARTHUR  |  THURSDAY, 16 SEP 2021
... change. It found that 70% see the global transition to net zero as "the greatest commercial opportunity of our age". The ultra-high-net-worths surveyed said they expected sustainable investments to constitute, on average, 47% of their portfolios in 2022 ...

Fiducian expands NZ footprint

JAMIE WILLIAMSON  |  WEDNESDAY, 8 SEP 2021
... will now have access to Fiducian's Growth Fund, India Fund, Property Securities Fund, Technology Fund, Balanced Fund and Ultra Growth Fund via the Consilium Wrap and MMC Wealth Administration platforms. "Bringing investment capabilities that have proven ...

SelfWealth reports 135% revenue increase

ELIZABETH MCARTHUR  |  FRIDAY, 20 AUG 2021
... it will focus on developing data and analytics to better understand customer behaviour. "The ongoing COVID-19 pandemic, ultra-low global interest rates and the continuing digitisation of investment markets have all contributed to an increase in the addressable ...

How wealthy families protect assets no matter what

ELIZABETH MCARTHUR  |  WEDNESDAY, 11 AUG 2021
... protecting family assets across generations. Respada is an invitation-only platform providing private market opportunities to ultra-high-net-worth individuals and families. The discussion was moderated by John McLeod, president and chief executive of ...

Goldman Sachs hires for family office offering

ELIZABETH MCARTHUR  |  WEDNESDAY, 4 AUG 2021
... planned private wealth offering in Australia. The firm is building a local private wealth team to serve family offices and ultra-high net worth individuals. Chris Kavanagh and Aaron Shirley have been appointed to lead private wealth management business ...

Frontier welcomes family office specialist

JAMIE WILLIAMSON  |  THURSDAY, 29 JUL 2021
... recently, Giggins was managing director of her own consultancy, Ostrea Capital, providing investment and consulting services to ultra-high-net-worths and family offices. Prior, she served as chief executive and chief investment officer of South African-based ...

Sequoia launches family office

ELIZABETH MCARTHUR  |  FRIDAY, 2 JUL 2021
... its wealth business, Sequoia Financial Group has launched the Sequoia Family Office. The new business will target local ultra-high and high-net-worth investors with between $5 million and $100 million in investable funds. The family office service will ...

UHNWs drive record luxury real estate demand

ELIZABETH MCARTHUR  |  THURSDAY, 1 JUL 2021
... residential properties in Australia is at an all-time high, and Knight Frank says economic conditions and the demands of ultra-high-net-worths are set to keep momentum going. Across what Knight Frank defines as Australia's prime regions, the volume of ...

SG Hiscock introduces medical tech fund

JAMIE WILLIAMSON  |  TUESDAY, 29 JUN 2021
The boutique fund manager is launching a new social impact fund that will invest in Australian and New Zealand medical technology companies. The SG Hiscock Medical Technology Fund aims to provide long-term capital growth via a portfolio of innovative ...