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Showing 1 - 10 of 19 results for "HNW individuals"

arcpoint OCIO wins three mandates

KARREN VERGARA  |  WEDNESDAY, 22 APR 2026
... 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 Advisory, arcpoint will ...

New private credit provider lands down under

MATTHEW WAI  |  THURSDAY, 27 NOV 2025
... Matt Watson said the Australian market boasts an exceptionally strong real estate sector and a rapid growth of HNW individuals, which will increase demand for bespoke financial solutions. "This move is a strategic step forward in building a franchise ...

HNWIs, family offices embracing private real estate credit

ELIZA BAVIN  |  THURSDAY, 17 JUL 2025
... Index surveyed more than 100 Centuria Bass Credit (CBC) investors, most of whom comprise family offices and UHNW/HNW individuals. According to the research, 76% of respondents said they would increase their private real estate credit investments over ...

Inheritance dissatisfaction an advice opportunity: Report

MATTHEW WAI  |  THURSDAY, 12 JUN 2025
... opportunity for financial advisers. As the $3.5 trillion great wealth transfer kicks off, Capital Group surveyed 600 HNW individuals across Europe, Asia Pacific, and the US to explore the use of inheritances and succession planning. The research highlights ...

Rising HNW numbers fuel need for specialist advice

JAMIE WILLIAMSON  |  THURSDAY, 12 SEP 2024
There was an 8.7% increase in the number of high-net-worth (HNW) investors in Australia last year, bringing with it increased demand for estate planning, tax optimisation, and investment strategy advice. About 690,000 Australians are now considered ...

Advisers urged to capitalise on HNW interest in alternatives

ANDREW MCKEAN  |  THURSDAY, 2 MAY 2024
... diligence, the incorporation of this asset class can strengthen the collaborative partnerships between advisers and HNW individuals, it said. "HNW individuals who incorporate alternative investments into their portfolios tend to exhibit greater engagement ...

HNWs increase digital engagement: Research

CHLOE WALKER  |  THURSDAY, 12 OCT 2023
... see the opportunity be quite healthy when we look ahead," she added. "By way of opportunity, we have here 70,000 HNW individuals who are currently using private wealth advisors, intending to potentially switch, so that's a bigger opportunity for ...

Crestone expands national footprint

ELIZABETH MCARTHUR  |  TUESDAY, 4 MAY 2021
Crestone Wealth Management has made several hires as it expands into the South Australian market. It bolstered its South Australian presence by hiring a local team of investment professionals, based in Adelaide. Kieran Purcell will be manager of advisory ...

ESG bringing the family together

ANNABELLE DICKSON  |  TUESDAY, 24 NOV 2020
... generations with all involved looking to make a positive impact with their wealth," the report said. The majority of HNW individuals say that they have now adapted their investments to be more ethical with 80% of those under 40 years, 78% of 40-60 year ...

Macquarie merges private wealth businesses

KANIKA SOOD  |  THURSDAY, 17 MAY 2018
... than 1.2 million adults with wealth of $1.3 million or more, ranking it among the top 10 countries globally for HNW individuals. The segment swelled 7.4% or by 80,000 adults since 2011. Many advisers will be impacted by the decision to concentrate the ...
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