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Showing 81 - 90 of 303 results for "Ultra"

UHNWs wealth in decline: Report

CHLOE WALKER  |  THURSDAY, 2 MAR 2023
Challenging markets saw most ultra-high-net-worth individuals' (UHNWI) wealth decline last year, with their collective wealth globally falling by 10% or $14.9 trillion, according to Knight Frank's 2023 Wealth Report. The report, now in its 17th ...

Super is enabling private market democratisation: PGIM

ANDREW MCKEAN  |  FRIDAY, 18 NOV 2022
... Antia told Financial Standard. "Until recently, private markets have been the sole domain of institutional investors and ultra-high net worth households. The majority of retail investors have had very little access to these diversification benefits and ...

Aussie income equities fare well amid turmoil

JAMIE WILLIAMSON  |  MONDAY, 14 NOV 2022
... was the AQR Wholesale Managed Futures Fund with a return of 65%. Coming in second was the ETF Securities - now Global X - Ultra Short Nasdaq 100 Hedge Fund on 42.7%, and third was the P/E Global FX Alpha Fund with 38.5%.

Hejaz receives RIAA fund certifications

CASSANDRA BALDINI  |  TUESDAY, 1 NOV 2022
... independent certifier. "Hejaz's mission is to not just enable financial access for Muslims but also provide non-Muslims with ultra-ethical products that they can trust," Dhedhy added. "That's why it was so imperative for Hejaz to gain certification from ...

Hejaz launches financial advice service

ANDREW MCKEAN  |  TUESDAY, 4 OCT 2022
Hejaz Financial Services has launched a faith and ethical dealer group to serve Muslim clients and those seeking ultra-ethical products. Hejaz Financial Advisers intends to support financial advisers with an existing Muslim client base and in highly ...

FNZ acquires private banking tech firm

CASSANDRA BALDINI  |  THURSDAY, 21 JUL 2022
... management firms to assist 20 million people from all wealth segments. This includes savings and retirement, affluent and ultra/high-net-worth, to create wealth through long-term investment, aligned with things they care about the most, and on their ...

BlackRock, NAB collaborate on ETF suite

CHLOE WALKER  |  FRIDAY, 15 JUL 2022
... NAB Private Wealth, the initiative aims to make ETF investing more accessible for all Australian investors, from retail to ultra-high net worth. BlackRock's iShares ETFs will include globally diversified and sustainable multi-asset portfolios, while ...

Wealth industry on the cusp of evolution: Report

CASSANDRA BALDINI  |  TUESDAY, 28 JUN 2022
... customer's needs, convenience and flexibility. "For over a decade many wealth managers have put their growth focus on the ultra-high-net-worth (UHNW) and higher-high-net-worth (HNW) segments, thus not prioritising less wealthy clients," the report ...

JBWere seals strategic alliance with Lombard Odier

ANDREW MCKEAN  |  FRIDAY, 27 MAY 2022
... JBWere's onshore access to Lombard Odier's global diversified and risk-based investment offerings for their high-net-worth and ultra-high-net-worth clients. It's hoped that Lombard Odier can leverage JBWere's local knowledge to accelerate its development ...

Global X adds to local team

CHLOE WALKER  |  TUESDAY, 29 MAR 2022
... Hannon spent 12 years at Commonwealth Bank, where he was a senior investment adviser offering investment advice to high and ultra-high net wealth clients on equities, derivatives, and funds. Commenting on his appointment, Hannon said he is exciting to ...