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Showing 81 - 90 of 500 results for "high-net-worth"

ASIC provides guidance on Asia Funds Passport

KARREN VERGARA  |  WEDNESDAY, 1 AUG 2018
... integration with the region. "It will provide Australian fund managers with access to Asia's expanding middle class and high net worth individuals, by allowing them to offer their products into the region without having to go through duplicative approval ...

Franklin Templeton appoints managing director

KANIKA SOOD  |  WEDNESDAY, 18 JUL 2018
... performance and tailored to client needs. "We see strong demand in solutions products from both Asian institutions and high net worth individuals, for more goals-based investment strategies including balanced products, target date and target risk funds ...

Magellan launches retail Australian equities fund

ALEX BURKE  |  FRIDAY, 1 JUN 2018
... proven track-record of prudent common-sense investing that has previously only been available to institutional and high net worth investors," Magellan said. Magellan acquired Airlie in February. Commenting on this at the time, Magellan chief executive ...

OneVue and managed account provider add scale to advice firm

JAMIE WILLIAMSON  |  THURSDAY, 26 APR 2018
... work closely with Kuda Wealth to develop a series of portfolios customised to meet the needs of Michael's diverse high net worth client base," Rowley explained. OneVue its work with Kuda Wealth and Watershed demonstrates how a partnership can transform ...

Perpetual investments drives profit boost despite market conditions

ALEX BURKE  |  THURSDAY, 22 FEB 2018
... million, 24% higher than the previous six months. Lloyd commented that this reflected the business' "segmented high net worth strategy targeting medical specialists, professionals and high net worth individuals." The group's third business arm, Perpetual ...

Small cap boutique appoints investments GM from Perennial

ALEX BURKE  |  THURSDAY, 22 FEB 2018
... just over five years, primarily on behalf of institutional investors, but we also have offerings for retail and high net worth investors that have capacity," Walsh said.

Channel Capital hires distribution director

ALEX BURKE  |  FRIDAY, 15 DEC 2017
... launch a new boutique investment manager, Revolution Asset Management. Revolution will provide institutional and high net worth investors with access to Australia's secured private debt market and is targeting a maximum initial raising of $500 million ...

HNWI financial advice demand falls: Research

KARREN VERGARA  |  THURSDAY, 14 DEC 2017
... third-largest increase after the US and Germany in its global wealth ranking. Over the same period, the number of ultra-high net worth individuals (UHNWIs) rose by 29% to nearly 3000 - the sixth-highest number globally. The report said the number of ...

Channel Capital partners with Sahota to launch new boutique

EMMA RAPAPORT  |  TUESDAY, 12 DEC 2017
... Sahota to launch a new boutique investment manager. Revolution Asset Management will provide institutional and high net worth investors with access to Australia's secured private debt market and is targeting a maximum initial raising of $500 million ...

Powerwrap managing director departs

JAMIE WILLIAMSON  |  FRIDAY, 17 NOV 2017
... Davidson was formerly the chief executive of Bennelong Wealth Partners, an independent wealth management boutique for high net worth clients, as well as the chief operating officer of Bangarra, one of the largest family offices in Australia. The capital ...