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Showing 71 - 80 of 303 results for "Ultra"

HNW wealth transfer still on the to-do list

CHLOE WALKER  |  SATURDAY, 15 JUL 2023
... of Wealth report. The report, now in its fourth year, uncovered nearly two thirds of Australian high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals do not have a wealth transfer plan in place. However, the majority have intentions to develop ...

Platforms FUM falls $20bn: Report

CHLOE WALKER  |  WEDNESDAY, 12 JUL 2023
... (4.8%) and Praemium (4.9%). Plan For Life noted that these results came despite central banks ending an unprecedented era of ultra-low interest rates and moves to normalise monetary policies to get a handle on inflation.

ASIC deepens investigation into Magnolia founder

KARREN VERGARA  |  FRIDAY, 30 JUN 2023
... "Magnolia was founded in 2015 and built its reputation as a specialist property and alternatives investor for family office and ultra-high-net-worth clients but has since diversified and now also counts institutional investors as investors," he said. ...

Family office manager names first chief executive

CHLOE WALKER  |  WEDNESDAY, 28 JUN 2023
... management to financial planning and accounting firms and partnering with them to look after the investment needs of their ultra-high net worth client segments." While the firm is headquartered in Brisbane, Robertson said it also plans to open a Sydney ...

Advisers pivot to protect retirees from inflation

CASSANDRA BALDINI  |  WEDNESDAY, 7 JUN 2023
Inflation is a looming threat to retirement incomes, so it's no surprise financial advisers are rotating toward more dynamic strategies. According to a report penned by Challenger and Ensombl, inflation is fast becoming the number one threat to ...

MA Financial establishes Singapore office

CHLOE WALKER  |  FRIDAY, 26 MAY 2023
... MA Financial is increasing its footprint in Asia, soon opening the doors to a Singapore office in a bid to attract more ultra-high-net-worth and family office clients. Speaking with Financial Standard, MA Financial head of asset management Andrew Martin ...

Could the anti-woke movement come to Australia?

ROSE MARY PETRASS  |  WEDNESDAY, 24 MAY 2023
... Reynolds said. "People want to make ESG complicated, but it's really very simple," she said. "They think it's woke and ultra-left," Peers said. "In the US, things like reproductive rights and ESG in the US is a "a litmus test for your politics"." ...

Art tops UHNWs shopping lists

CHLOE WALKER  |  THURSDAY, 18 MAY 2023
Among Australian ultra-high-net-worth individuals (UHNWIs) the top three investments of passion last year were art, cars, and watches, according to Knight Frank's latest luxury investment index (KFLII). The KFLII, which tracks the value of 10 investments ...

Young, millionaire investors challenge stereotypes: Data

CASSANDRA BALDINI  |  THURSDAY, 18 MAY 2023
... added. Selfwealth reported that its millionaire millennials love their ETFs. "With six in the top 10 headed by LNAS, Global X Ultra Long NASDAQ 100 Hedge Fund," it said. It said two of the year's "biggest movers" for millionaire portfolio holders are ...

Family offices maintain a steady course: Goldman Sachs

CHLOE WALKER  |  WEDNESDAY, 10 MAY 2023
... average 8% to Treasuries and investment-grade fixed income, and 2% to high yield. "This is consistent with how we see many ultra-high-net-worth investors repositioning their portfolios in the current market environment and allocating to fixed income ...