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Showing 1 - 10 of 270 results for "HNW"

Marex Group expands structured products to HNWIs

MATTHEW WAI  |  FRIDAY, 29 MAY 2026
Marex Group received approval by ASIC to distribute structured investment solutions to wholesale clients under its existing foreign AFSL earlier this month, in a move to fill the structured product adoption gap in Australia. While the group is not new ...

Proposed CGT reforms could upend HNW low advice demand

KARREN VERGARA  |  FRIDAY, 22 MAY 2026
The high-net-worth (HNW) population's vast pool of wealth estimated to be worth a whopping $4.4 trillion, yet only one quarter employ the services of a financial adviser, new research finds, but Labor's proposed tax reforms could change this. ...

M&A is not a 'scattergun' approach: AZ NGA

MATTHEW WAI  |  FRIDAY, 1 MAY 2026
... Historically, we've focused on the mass affluent segment, but increasingly, we're moving up towards high-net-worth (HNW) segment." He said the expanded scope was based on the "real opportunity" to establish a concrete network in the HNW segment ...

arcpoint OCIO wins three mandates

KARREN VERGARA  |  WEDNESDAY, 22 APR 2026
... firms are Capella Advisory, ek Private Advisory and United Advisory. For ek Private Advisory, which services high-net-worth (HNW) and ultra HNW individuals, families and businesses, arcpoint will provide portfolio design. At licensee support firm Capella ...

Praemium progresses automation, finalises local job cuts

KARREN VERGARA  |  WEDNESDAY, 22 APR 2026
... delivered strong net flows into Spectrum, reflecting adviser confidence in the platform and validating our strategic focus on the HNW segment. This demand highlights the breadth and strength of our offering and the opportunity to further grow our market ...

Super tax changes shake HNWs' retirement confidence: Report

JAMIE WILLIAMSON  |  MONDAY, 16 MAR 2026
High-net-worth (HNW) individuals report feeling less confident about their retirement as changes to superannuation and tax settings take their toll. Generation Life's new 2025/26 Navigating Uncertainty Report found heightened taxation of super, like ...

Mason Stevens appoints chief investment officer

ELIZA BAVIN  |  MONDAY, 23 FEB 2026
Mason Stevens has named Leanne Taylor as chief investment officer as it continues its push into the high-net-worth (HNW) and ultra-high-net-worth (UHNW) segments. Mason Stevens said the appointment reinforces its commitment to delivering institutional-grade ...

HNWs, retirees key battlegrounds for platforms: SuitabilityHub

KARREN VERGARA  |  MONDAY, 16 FEB 2026
The race to deliver the best solutions for financial advisers catering to the high-net-worth (HNW) and retiree segments will set platform providers apart, according to SuitabilityHub. The annual Platform Market Wrap Report revealed HNWs are the "strategic ...

Drummond Capital broadens access to private markets offering

MATTHEW WAI  |  FRIDAY, 19 DEC 2025
... Private Markets Separately Managed Account (SMA) was launched on the BT Panorama platform in May 2024, offering high-net-worth (HNW) clients access to a portfolio of private equity, private debt, and real assets. The launch aligns with HNW clients' ...

Knight Frank launches private office in Australia

RIDDHIMA TALWANI  |  THURSDAY, 4 DEC 2025
Knight Frank has launched a private office in Australia to provide property-related advice from acquisition and sales to investment strategy, across every real estate sector. Working exclusively with high-net-worth individuals (HNWIs), family offices ...
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