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Showing 71 - 80 of 518 results for "High-Net-Worth"

Property manager hires super fund head

ALLY SELBY | TUESDAY, 4 FEB 2020

... investments available to our direct platform which has more than 20,000 retail, self-managed super fund (SMSF), high net worth (HNW) and family office customers. Charter Hall Direct chief executive Steven Bennett said the appointment would provide diverse ...

Sydney boutique partners with Pan Tribal

KANIKA SOOD | TUESDAY, 28 JAN 2020

A Sydney boutique investing in alternatives has partnered with a distribution firm started by UBS Global Asset Management's former Australian chief executive. Barwon Investment Partners invests in private equity, property, and specialised investments ...

Netwealth to tap growing HNW demand

HARRISON WORLEY | FRIDAY, 24 JAN 2020

... looking for a lower cost product. "And at the other end of the extreme where we're working increasingly with high net worth and private wealth groups, that we're able to offer a range of services that aren't generally available in the industry, such ...

Bank of Mum and Dad forking out serious dosh

ALLY SELBY | TUESDAY, 14 JAN 2020

... he said. But Robertson says the growing trend isn't just for the wealthy. "It's not necessarily just for high net worth individuals. It depends on the level of wealth you need to have to live the life you want. There are some people who take ...

Crestone bolsters team

ELIZABETH MCARTHUR | TUESDAY, 14 JAN 2020

... bringing its team to 80. The firm said the hires reaffirm its commitment to high-quality professional advice in the high net worth and ultra-high net worth client segments. Paul Shalhoub, Duane O'Donnell, John Taylor and Elliott Greenberg were appointed ...

Advice group partners with new platform

JAMIE WILLIAMSON | WEDNESDAY, 8 JAN 2020

... superior, more holistic service to clients. "We were looking for a platform partner that aligned to the needs of our high net worth clients, could deliver a high level of service and provide access to a wide menu of alternative investments. It made Powerwrap ...

Sophistication: More than money

ELIZABETH MCARTHUR | TUESDAY, 7 JAN 2020

... individual and that we should be educating them and explaining everything along the way," Lane said. "So even with our high net worth clients, even with someone with $60 million in investable assets, we are generally preparing statements of advice." ...

K2 head of distribution departs

KANIKA SOOD | FRIDAY, 6 DEC 2019

... driving new opportunities within the wholesale market, including family offices, top tier wealth advisory firms and high net worth investors," an APN spokesperson said. Allen has previously worked in distribution at Challenger's funds management ...

Stanford Brown acquires Sydney advice firm

KANIKA SOOD | WEDNESDAY, 4 DEC 2019

... Financial Services was founded by former NAB Private Bank financial adviser Robert Wiggins, and specialises in advising high net worth clients and families. The firm has been an authorised representative of NAB's Godfrey Pembroke since 2004. Hoyle ...

Governance experts join boutique

ELIZABETH MCARTHUR | TUESDAY, 19 NOV 2019

... success has been built on his deep understanding of the complexities, challenges and opportunities facing ultra-high net worth individuals and families which will prove invaluable," Barton said. MGD director Stephen Furness said of the appointments ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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