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Showing 71 - 80 of 500 results for "high net worth"

IPIF names investment lead, launches capital raise

ELIZABETH MCARTHUR  |  TUESDAY, 6 AUG 2019
... expected to close by mid-September. IPIF said interest in the IPIF Core fund has been particularly strong from high net worth individuals and self-managed superannuation funds. IPIF Core has delivered a performance of 7.9% a year since its inception ...

Fee discounts harder for active ETFs

KANIKA SOOD  |  TUESDAY, 18 JUN 2019
High net worth financial advisers may be reluctant to allocate to active ETFs because of the cost benefits on offer with unlisted trusts. Active ETFs account for just $3 billion of Australia's total $47 billion invested through exchange-traded products. ...

Wealth firm trims Aussie shares

KANIKA SOOD  |  FRIDAY, 14 JUN 2019
... Australian shares as it takes a bearish view on midcaps. Hamilton Wealth Management advises on about $500 million for high net worth clients. It took the decision to pull out 4% of this that was invested in midcaps. "We feel that the market is in its ...

Netwealth opens new office, grows team

ELIZABETH MCARTHUR  |  MONDAY, 29 APR 2019
... managed account solutions to investors and financial intermediaries including financial advisers, private clients and high net worth firms.

L1 eyes $70m for UK property fund

KANIKA SOOD  |  THURSDAY, 11 APR 2019
... by Brexit. The raise is slated for a June 30 close. The investors are expected to be financial planning groups, high net worth individuals and family offices. This is the third fund to be raised from the joint venture. L1 Capital raised $65 million for ...

Crestone builds investment team

KANIKA SOOD  |  TUESDAY, 9 APR 2019
... offshore. This approach to investing and manager selection allows Crestone to meet the growing expectations of our high net worth clients, who are increasingly demanding an institutional investor level of service and quality."

Escala bought by growing US firm

JAMIE WILLIAMSON  |  THURSDAY, 21 FEB 2019
... Partners has entered into a definitive agreement to acquire Escala, with the deal seeing Focus' presence in the ultra-high net worth space grow. Escala chief executive Pep Perry said the firm's main goal is to provide clients with the best wealth management ...

Boutique shuts down fund

KANIKA SOOD  |  WEDNESDAY, 16 JAN 2019
... managing other people's money," Carley told Financial Standard. The closure leaves Premier AM with $28 million of high net worth investor money in funds under management. In August last year, Premier said it would terminate the fund at November end ...

Asset manager consolidation top of mind for HNWIs

DARREN SNYDER  |  WEDNESDAY, 28 NOV 2018
More than 95% of high net worth individuals in Asia Pacific (excluding Japan) are prepared to consolidate assets with their primary wealth manager, provided there's a strong connection. But it's less likely in Australia. The number dips to 73% ...

You got me at like: Advisers tap social to retain clients

MICHELLE BALTAZAR  |  THURSDAY, 11 OCT 2018
... is a well-established channel for Gen-X investors. Social media outfit Hearsay said that in 2017, a high 80% of high net worth investors (HNW) age 40 years and under are specially reliant on social for finance-related content. More than a third of them ...