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Showing 1 - 10 of 253 results for "HNW"

Inheritance dissatisfaction an advice opportunity: Report

MATTHEW WAI  |  THURSDAY, 12 JUN 2025
Most high-net-worth (HNW) inheritors are unhappy with how they have used their inherited capital, presenting an opportunity for financial advisers. As the $3.5 trillion great wealth transfer kicks off, Capital Group surveyed 600 HNW individuals across ...

Alternatives high on the radar to escape Trump's tariffs: Fidante

MATTHEW WAI  |  THURSDAY, 5 JUN 2025
... infrastructure (29%), private equity (22%), and private credit (21%), Findante said. There are an increasing number of high-net-worth (HNW) advisers shifting allocations to alternatives as HNW clients aim to diversify their portfolio, protect against ...

Ironbark acquires family office firm

ELIZA BAVIN  |  FRIDAY, 30 MAY 2025
... head of private wealth Jason Harwood said the acquisition was a step forward for Ironbark in its mission to build a national HNW advice business. "Mercury has a reputation for comprehensive service and advice, and an experienced, long-standing team that ...

Alternatives spark 'real' opportunities for HNW advisers

MATTHEW WAI  |  TUESDAY, 20 MAY 2025
There are an increasing number of high-net-worth (HNW) investors using alternative assets to diversify, protect against inflation and lessen returns related to the public markets, with Praemium saying advisers should look to capitalise from this trend. ...

AUSIEX to acquire FIIG Securities

ELIZA BAVIN  |  THURSDAY, 1 MAY 2025
Wholesale trading platform AUSIEX will acquire fixed income trading business FIIG Securities by the end of June 2025. The acquisition price has not been disclosed, but Financial Standard understands it has been described as "fair value". Financial Standard ...

Prime Financial Group buys Lincoln Indicators

JAMIE WILLIAMSON  |  TUESDAY, 22 APR 2025
... million for on-target EBITDA performance, or $17.9 million for outperformance. Lincoln Indicators has about 3300 high-net-worth (HNW) investors using its research services and three managed funds, being the Lincoln Australian Income Fund, the Lincoln ...

Adamantem Capital completes Mason Stevens acquisition

MATTHEW WAI  |  TUESDAY, 1 APR 2025
... experience, improving efficiency, and supporting scalable growth and caters to the nation's rapidly growing high-net-worth (HNW) sector. Following its founding in 2010, Mason Stevens has been experiencing a "strong growth trajectory", currently managing ...

Equity Story plots expansion, names chair

MATTHEW WAI  |  FRIDAY, 28 MAR 2025
... you' and 'do it for you' investment advisory services," Gow said. "Drawing on Capital Haus' work for high-touch, HNW clients, I believe there is an opportunity for Equity Story to be a unique research-driven financial advisory powerhouse ...

HeirWealth expands with private office partnership

MATTHEW WAI  |  THURSDAY, 20 MAR 2025
... last year - has announced a new partnership with HTL Private Office, expanding its offering to advisers and high-net-worth (HNW) clients. HeirWealth provides asset analysis spanning 40 different classes, including traditional investments like shares ...

HNW clients demand more non-custody assets: Study

KARREN VERGARA  |  WEDNESDAY, 12 MAR 2025
More high-net-worth (HNW) clients are investing in non-custody assets as 75% of financial advisers report a growing demand in unique opportunities such private equity and other alternatives, a new survey from Praemium finds. Such assets comprise an ...
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