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Showing 61 - 70 of 303 results for "Ultra"

Ultra-low fees define basic ETPs

ANDREW MCKEAN  |  TUESDAY, 5 DEC 2023
Exchange-traded products (ETPs) present investors with an opportunity to construct a diversified balanced portfolio at a remarkably low total cost of ownership. According to Rainmaker Information, investors can get a diversified balanced portfolio with ...

LGT Crestone offers exclusive access to the Princely family fund

CHLOE WALKER  |  MONDAY, 27 NOV 2023
... Crestone's owner, LGT," LGT Crestone chief executive Michael Chisolm said. "This is a compelling offer for our high-net-worth and ultra-high-net-worth clients, who are continually looking for investment products that can provide attractive returns without ...

E-commerce giant retreats from super

JAMIE WILLIAMSON  |  THURSDAY, 2 NOV 2023
... intention to enter the superannuation sector in late 2018, saying it had partnered with Mercer to develop a new "no frills, ultra-low fee" superannuation fund. The product launched just shy of a year later in August 2019, drawing interest as an index-only ...

Hejaz rolls out Australia's first Sukuk ETF

ANDREW MCKEAN  |  THURSDAY, 2 NOV 2023
... Hejaz Sukuk Active ETF (Managed Fund) fills a substantial gap in the market by enabling Muslims and non-Muslims to access an ultra-ethical fixed-income product - considered a defensive asset - for the first time," he said. Ozyon added that the launch ...

Alpine Capital launches in Melbourne

CHLOE WALKER  |  FRIDAY, 20 OCT 2023
... years he's noticed more and more interest in these deals from family offices, high-net-worth-individuals (HNWIS) and ultra-high-net-worth-individuals (UHNWIs). "We see family offices, HNWIs and UHNWIs participate at this in the market, but oftentimes ...

HNWs increase digital engagement: Research

CHLOE WALKER  |  THURSDAY, 12 OCT 2023
... more streamlined data feeds with the ATO and what have you." Automated reporting also came through as an improvement from ultra high-net-worth (UHNW) individuals. "They also highlighted interactive data and insights, as well as a more friendly user interface," ...

Aussies largely unsure of legacy plan: Research

CHLOE WALKER  |  FRIDAY, 6 OCT 2023
... respondent base had quotas of at least 15% retirees, 15% over-50 (aged 50-84), 15% high-net-worth individuals (HNWIs) and 15% ultra high-net-worth individuals (UHNWIs). While $224 billion each year in inheritance is expected to be passed between generations ...

Global dividends at all-time highs: Janus Henderson

CHLOE WALKER  |  WEDNESDAY, 30 AUG 2023
... weaker economic environment is typically negative for banks, but the positive effect on bank margins from the end of years of ultra-low interest rates is very powerful and is driving dividend payouts." The big banks are very tightly regulated and so ...

Global wealth to rise 38% by 2027: Report

CHLOE WALKER  |  THURSDAY, 17 AUG 2023
... Report, now jointly launched with UBS, estimates the number of millionaires will reach 86 million by 2027, while the number of ultra-high-net-worth individuals (UHNWIs) is likely to rise to 372,000. Interestingly, low- and middle-income countries are ...

Wealth management ecosystem at critical inflection point: Citi

ANDREW MCKEAN  |  THURSDAY, 20 JUL 2023
... wealth industry is at an inflection point, and it's critical that wealth management providers servicing the mass affluent to ultra-high-net-worth clients need to get their operating model right." "Moving forward, we see trusted partnerships as key to ...