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Showing 71 - 80 of 116 results for "High-net-worth individuals"

Dodd-Frank sees rise in virtual family offices

MELANIE TIMBRELL  |  FRIDAY, 13 JUL 2012
... reporting and accounting work required to really be able to offer a complete family office experience to high net worth individuals," Wilson has written. According to Wilson, the VFO "allows wealth management firms to give more complete services to less ...

Australian instos exposed to AML risks

ALEX DUNNIN  |  TUESDAY, 3 JUL 2012
... transaction could be frozen indefinitely. "Selected individuals can also pose large risks, such as high net worth individuals and people who are political exposed," said Balani. The due diligence obligations on institutional investors can be onerous ...

UHNW take $720bn hit in 2011

MELANIE TIMBRELL  |  WEDNESDAY, 20 JUN 2012
A 4.9% decline in the wealth of ultra-high net worth individuals saw the value of the entire high net worth sector contract by $US 700 billion in 2011. The fall is despite a 0.8% increase in the number of HNWIs, according to the latest RBC/Capgemini ...

Treasury Group commits to Evergreen

LINDA HAUSKEN  |  WEDNESDAY, 30 MAY 2012
... success of Evergreen. Currently, Evergreen manages approximately $100 million in funds on behalf of high net worth individuals, family offices and institutions.

Hyperion restructures, names new MD

MELANIE TIMBRELL  |  TUESDAY, 17 APR 2012
... Harrison. Hyperion now manages in excess of $3.2bn for institutional clients, financial advisers and high net worth individuals.

BT Insurance upgrades offer

ELISE BURGESS  |  MONDAY, 19 MAR 2012
BT Insurance has upgraded its BT Protection Plans offering for better coverage for high net worth individuals, income protection and flexible application processes. After reviewing external adviser input for 12 months, BT Insurance has launched its ...

SMSFs focus on risk reduction: report

RACHEL DAVIS  |  WEDNESDAY, 15 FEB 2012
... December 2011. In total 1,406 Australian consumers were surveyed, of whom 337 were SMSF trustees and 174 high net worth individuals (HNWIs) without SMSFs. A second survey was conducted with professionals servicing the segment. A total of 513 responses ...

Crowe Horwath eyes HNWI business

ELISE BURGESS  |  TUESDAY, 31 JAN 2012
... build its bank of expertise in the business advisory area supporting small to medium enterprises and high net worth individuals. "At a time when many businesses are struggling to cope with challenging business conditions, it's vital they look to improve ...

Lachlan Partners diversifies into FI, alternatives

ALEX DUNNIN  |  FRIDAY, 28 OCT 2011
... Partners said in a statement that they manage substantial funds on behalf of its clients, ranging from high net worth individuals to small and medium enterprises.

Asia-Pacific's HNWIs second largest in the world

CLAIRE MCGREAL  |  MONDAY, 17 OCT 2011
Asia-Pacific's population of high net worth individuals now exceeds Europe's for the first time, making it the world's second-largest market after North America. That's according to the 2011 Asia-Pacific Wealth Report released by Merrill Lynch Global ...