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Showing 81 - 90 of 102 results for "High-net-worth investors"

Private wealth managers bank on CRM

RUTH LIEW  |  WEDNESDAY, 30 APR 2008
... management technologies is on the increase as private wealth managers jostle for a bigger share of the high net worth investors market. Eric Moore, director of sales and marketing at StayinFront Australia, claims integrated technologies are playing an ...

Ray White targets instos

MICHAEL HOBBS  |  MONDAY, 18 FEB 2008
... to offer products suited for institutional investors. Ray White Invest has traditionally catered for high net worth investors and syndicates but their new direction means there's a new kid in the institutional property investments market. Dan White ...

Fiducian FP attracts HNW clients

MICHAEL HOBBS  |  THURSDAY, 7 FEB 2008
Fiducian financial planners have refined their skills and are attracting more high net worth investors than ever before. Indy Singh, managing director at Fiducian, said the company previously focused on delivering simple effective financial advice but ...

India calls for better financial services

ALEX DUNNIN IN MUMBAI REPORTING FROM THE INAUGURAL AUSTRALIA INDIA FINANCIAL FORUM  |  TUESDAY, 20 NOV 2007
... cent annually for the next few years. "The young demographic of the country is also what is behind this. High net worth investors have surplus cash and have an appetite for financial instruments," he said. Religare's recent IPO closed 161 times overs ...

Alt assets boom in uncertain times

CHRIS NICHOLLS  |  TUESDAY, 20 NOV 2007
... decade, especially in hard times, has pushed them to higher levels of popularity with institutional and high net worth investors, according to new research from Deutsche Bank alternatives arm RREEF. Report author and chief economist and strategist for ...

Advisers lead margin lending push

CHRIS NICHOLLS  |  FRIDAY, 5 OCT 2007
... reporting $1.3 billion growth in the 12 months to September this year. Freeman said advised clients and high net worth investors made up 80 per cent of that growth. "Advisers are putting people in to savings plans and gearing plans. We've seen fantastic ...

ABN AMRO gives investors new Elixir

CHRIS NICHOLLS  |  TUESDAY, 21 AUG 2007
... classes, enhanced participation returns and a 100 per cent capital guarantee. Designed to meet demands from high net worth investors, the product invests in international equities, global properties and global commodities. Each of the three portfolios ...

High net worth clients like it crystal clear

CHRIS NICHOLLS  |  WEDNESDAY, 15 AUG 2007
... through fund-of-funds or hedge funds, both of which may not offer the same level of transparency. He said high net worth investors also preferred to pay more money if it meant they can have a closer relationship with the fund manager managing their assets. ...

Austock added to Mac margin lending

HAMISH MADDEN  |  THURSDAY, 28 JUN 2007
... "When Imputation Bonds and margin lending are combined, they open new financial planning applications for high net worth investors. For instance, an Imputation Bond structured as a 'sinking fund' to repay a margin loan, creates flexibility on how and ...

Elite investing strategies ready for download

... offering mum-and-dad investors and financial planners access to data that reveals the investment secrets of high net worth investors. Robert Huebscher, the founder of Thomson Financial's Investment Software division, has set up Advisor Perspectives ...