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| | | ... groups, towards safe-haven assets like fixed income, added van den Biezenbos, although the shift in preference among private wealth clients is now causing issues for banks. "Their [the banks'] business model has to shift. Where previously there was a ... |
| | | | Fine wine is increasing in attractiveness as an asset class for global private wealth investment, according to US-based specialist firm Trellis Wine Investments, which reports an annualised non-correlated return of 11.33% over the past 10 years. A recent ... |
| | | | Equity Trustees Limited has established a Private Wealth Services division under the leadership of newly recruited executive, Geoff Rimmer. Rimmer, most recently chief executive officer of adviser group Financial Services Partners, will take responsibility ... |
| | | | Ultra high net worth households topped global private wealth growth in 2011, according to Boston Consulting Group, with a further 8% rise in segment wealth predicted over the next five years. Wealth held by ultra-high net worth (UHNW) households, defined ... |
| | | | Wilson HTM Investment Group has appointed former JBWere managing director Brad Gale as new head of private wealth, tasked with growing the business division's reach. "Obviously Brad is a highly credentialed and experienced guy with a unique perspective ... |
| | | | Financial Standard has today launched FS Private Wealth: The Journal of Family Office Investment. FS Private Wealth is a quarterly journal, set in magazine format, aimed at bringing the latest articles and research relevant to the family office community. ... |
| | | | ... per cent), materials (down 2.26 per cent) and energy (down 1.91 per cent) sectors were also in the red. Macquarie Private Wealth division director Lucinda Chan said the worsening political upheaval in Europe was a big factor behind the negative start. ... |
| | | | ... were 0.51 per cent higher, according to IRESS data. However, financial stocks were down 0.27 per cent. Macquarie Private Wealth division director Lucinda Chan said she expected the market focus during Wednesday's local session to be on the big retail ... |
| | | | Funds management firm Equiti Capital Limited has purchased a 168 apartment complex in Texas for $7.35 million to take advantage of favourable US funding conditions. It is the first investment made by the Equiti US Multifamily Property Fund following ... |
| | | | Alphington Private Wealth is the corporate super adviser for SMEC Super Fund, after being awarded a $45 million mandate. Under the mandate, Alphington will work with SMEC Super Fund staff and management to deliver wealth management, consulting and financial ... |
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