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Showing 1 - 5 of 5 results for "2025 State of Wealth"

Diverged focus for HNWs presents adviser opportunity: Report

MATTHEW WAI | MONDAY, 24 NOV 2025

Australia's high-net-worth (HNW) population continues to grow but so do risks related to their investments, as over a quarter now seek advice due to shifted priorities and a focus on private markets. LGT Wealth Management's 2025 State of Wealth ...

HNW wealth transfer still on the to-do list

CHLOE WALKER | SATURDAY, 15 JUL 2023

Developing a wealth transfer plan remains on the to-do list for Australia's wealthiest, according to LGT Crestone's latest State of Wealth report. The report, now in its fourth year, uncovered nearly two thirds of Australian high-net-worth (HNW) ...

Domestic bias swells for HNWIs

KARREN VERGARA | MONDAY, 13 DEC 2021

Cash, and local equities and property continue to be the preferred asset classes of the rich, according to a new report. High-net-worth individuals' love affair with domestic shares jumped from 56.4% three years ago to 73.4% in 2021, Crestone Wealth ...

Crestone profits boosted by clients

ELIZA BAVIN | THURSDAY, 31 OCT 2019

Crestone said strong client performance and inflows from both new and existing clients contributed to the increase. "Crestone has invested in its client-facing technology solutions and in delivering enhanced access to investment opportunities. New employees ...

Aussie millionaires are cashed up: Report

KARREN VERGARA | THURSDAY, 25 JUL 2019

A new report finds the majority of Australian millionaires are cautious investors and prefer to leave their wealth in cash rather than risk capital erosion. The 2019 State of Wealth Report, which is based on research conducted by Crestone Wealth Management ...

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Editor's Choice

BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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Christian Mueller-Glissmann

Head of Asset Allocation Research

Goldman Sachs

When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

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Does association membership still matter?

With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

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