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Showing 61 - 70 of 116 results for "High-net-worth individuals"

Clients want a "social" relationship with advisers

ALICE URIBE  |  MONDAY, 15 JUL 2013
... prefer the LinkedIn platform, with 29% choosing Facebook, Google and Twitter combined. "Nine in 10 high net worth individuals use social media and 52% would like to engage with an adviser through social media," Ambrose said. However, The Social Adviser ...

Two-fifths of Australians upping overseas exposure

MARK SMITH  |  THURSDAY, 11 JUL 2013
... to increase the international allocation in their portfolios by 70%. The CGIII surveyed nearly 800 high net worth individuals, self-managed super funds (SMSFs) and higher income investors. "Compared to retail investors, SMSF and high net worth investors ...

New fund launched for wealthy migrants

MARK SMITH  |  FRIDAY, 5 JUL 2013
... under a new investor visa introduced late last year. Under the Significant Investor Visa (SIV) program, high net worth individuals can get residency for themselves and their families in Australia by investing $5 million or more in complying investments ...

Switzerland falling out of favour with UHNWs

MARK SMITH  |  FRIDAY, 19 APR 2013
... and a sweeping change in the demography of the ultra high net worth community. The global number of high net worth individuals declined by -0.3% between 2007 and 2011, but the Asia Pacific region saw a 29% rise to 2.6 million over the same period. The ...

Elders hires WA regional manager

MARK SMITH  |  MONDAY, 25 MAR 2013
... issues," added Lorigan. Di Sabatino said he plans to focus on agribusiness, SME and family businesses, high net worth individuals and self-managed super funds.

Early engagement key to next-gen wealth transfer

MARK SMITH  |  FRIDAY, 30 NOV 2012
... fortune passed on to a family member who will use it meaningfully is a major concern for many ultra high net worth individuals. The destruction of wealth is a common problem when it passes to children or young adults who have little knowledge of how ...

Cambooya appoints new CEO

MELANIE TIMBRELL  |  WEDNESDAY, 3 OCT 2012
... Wheatley has a broad-ranging professional background providing strategic business and financial advice to high net worth individuals and charitable groups. She joins Cambooya from Crowe Horwath where she was lead principal of the Forensic Accounting ...

Sukuk demand to reach US$900bn in five years

MELANIE TIMBRELL  |  THURSDAY, 13 SEP 2012
... annual rate of more than 10% driving an increased appetite for Sukuk that extends to fund managers and high net worth individuals. "Major South East Asian and Middle Eastern companies are tapping into the international Sukuk market to raise Shari'a compliant ...

Crystal Wealth appoints former Multiport CEO

LINDA HAUSKEN  |  MONDAY, 6 AUG 2012
... boutique financial advisory and investment management firm specialising in delivery of services to high net worth individuals and family offices. The business commenced in late 2011.

Julius Baer, BOC in private wealth JV

MELANIE TIMBRELL  |  FRIDAY, 27 JUL 2012
... the non-US wealth management operations of Merrill Lynch. The Swiss bank reckons that there are more high net worth individuals in Asia Pacific than any other region, with that number expected to more than double by 2015. Boris Collardi, chief executive ...