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Showing 81 - 90 of 518 results for "High-Net-Worth"

High net worths want more: Research

HARRISON WORLEY  |  FRIDAY, 8 NOV 2019
Australia's high net worth investors are looking for more from their wealth advisers, including broader access to alternatives. The 2019 Powerwrap and Investment Trends HNW Investor Report shows 58% of HNWs have unmet advice needs, an increase of four ...

Macquarie wealth fees income down 14%

KANIKA SOOD  |  FRIDAY, 1 NOV 2019
... million. "Lower wealth management fee income associated with realigning the wealth advice business to focus on the high net worth segment," Macquarie said in company filings this morning. Macquarie's wealth management business includes platform ...

Crestone profits boosted by clients

ELIZA BAVIN  |  THURSDAY, 31 OCT 2019
... business that delivers superior client-centric advice to preserve and enhance the wealth of multi-generational high net worth (HNW) and ultra-high net worth (UHNW) clients," Chisholm said. "Earlier this year, we commissioned the Crestone 2019 State of ...

Trustee firm launches admin platform

JAMIE WILLIAMSON  |  TUESDAY, 29 OCT 2019
... the Australian fund market has evolved beyond large, pooled asset, vanilla funds," he said. "Sophisticated and high net worth investors, for example, are driving capital solutions in alternative assets and debt markets where they understand market opportunity ...

Discounted LIC fund opens to all

HARRISON WORLEY  |  WEDNESDAY, 4 SEP 2019
Affluence Funds Management has opened its LIC fund, which has until now only been open to high net worth sector, to all investors. The fund is now available to all investors in Australia and New Zealand, allowing more people to invest in a suite of ...

MLC terminates fund

KANIKA SOOD  |  TUESDAY, 3 SEP 2019
... Consulting (PIC) business has operated since 2007. It is aimed at advisers with clients who are wholesale, sophisticated high net worth and institutional investors. The PIC lineup includes trusts by asset class (Australia shares, diversified debt, global ...

Perpetual in acquisition mode

KANIKA SOOD  |  FRIDAY, 23 AUG 2019
Perpetual is willing to break away from its value investing heritage as it looks for new investment managers to add to its lineup. Perpetual Investments, which brings almost half of the company's operating profits, reported a 29% slump in its profits ...

Aussie equities manager expands team

KRISTI CHENG  |  FRIDAY, 23 AUG 2019
... range of national and state-based distribution, research and advisory related roles, where he worked mostly with a high net worth client base. He was most recently head of advised distribution at Cashwerkz. Prior to that, he worked at BT Financial Group ...

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. ...