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Showing 61 - 70 of 272 results for "HNW"

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 ...

EG grows private wealth strategy

CHLOE WALKER  |  THURSDAY, 26 OCT 2023
... joined forces with private credit provider Msquared Capital in an aim to further diversify the portfolio of high-net-worth (HNW) investors. As recently reported by Financial Standard, Australia's private credit boom shows no signs of slowing down ...

Alpine Capital launches in Melbourne

CHLOE WALKER  |  FRIDAY, 20 OCT 2023
Newly formed RE Capital Advisory has teamed up with stockbroking giant Wentworth Securities (Wentworth) to launch Alpine Capital, an emerging company advisor, stockbroker, and wealth management platform. The new team at Alpine Capital includes RE Capital ...

KeyInvest, Mantis Funds launch investment bond offering

CHLOE WALKER  |  WEDNESDAY, 18 OCT 2023
The Adelaide-based specialty financial services provider has partnered with Mantis Funds to bring investment bonds to wealth managers, financial advisers and high-net-worth individuals (HNWIs). As part of the deal, Mantis will become the exclusive external ...

HNWs increase digital engagement: Research

CHLOE WALKER  |  THURSDAY, 12 OCT 2023
... advisers to improve their services, research suggests. According to Praemium and Investment Trends' latest High-Net-Worth (HNW) report, digital engagement between advisers and their HNW clients is becoming increasingly important, particularly considering ...

Aussies largely unsure of legacy plan: Research

CHLOE WALKER  |  FRIDAY, 6 OCT 2023
While 67% of Australians feel confident they'll be able to leave a legacy when they pass away, only 14% actually have a plan in place to do so, according to new research from Generation Life (Gen Life). In June, Gen Life commissioned global research ...

Australia sees modest uptick in HNWIs: Study

CHLOE WALKER  |  MONDAY, 18 SEP 2023
The number of Australian investors holding more than $1 million of investable assets increased by 10,000 in the past year to 635,000, according to Investment Trends' latest research. The 2023 High Net Worth Investor Report, sponsored by Praemium, is ...

The Wealth Designers in expansion mode

KARREN VERGARA  |  FRIDAY, 15 SEP 2023
... throughout the year. "Our new alliance will see me representing The Wealth Designers in Switzerland, the EU and the UK, servicing HNW clients with specialised interests here and in Australia. Dealing with cross-jurisdictional issues is an increasing ...

HNW wealth transfer still on the to-do list

CHLOE WALKER  |  SATURDAY, 15 JUL 2023
... latest State of Wealth report. The report, now in its fourth year, uncovered nearly two thirds of Australian high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals do not have a wealth transfer plan in place. However, the majority have intentions ...