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Showing 1 - 10 of 29 results for "High net wealth"

Dexus, Partners Wealth Group airport fund to take off

CHLOE WALKER  |  MONDAY, 5 JUN 2023
... derived across a range of retail, ground transport and property activities. "Dexus has a strong reputation amongst high net wealth investors following the success of its healthcare and opportunistic funds management strategies," it said. Partners Private ...

Are Australia's wealthiest tight-fisted?

ANDREW MCKEAN  |  MONDAY, 29 AUG 2022
... for alignment with those who are continuing to increase their giving year on year." The report suggests that as high net wealth grows, more ideas for compulsory giving (for example, an inheritance tax) could be put forward to add considerable resources ...

Global X adds to local team

CHLOE WALKER  |  TUESDAY, 29 MAR 2022
... years at Commonwealth Bank, where he was a senior investment adviser offering investment advice to high and ultra-high net wealth clients on equities, derivatives, and funds. Commenting on his appointment, Hannon said he is exciting to be joining Global ...

Bitcoin exposure added to platform

ANNABELLE DICKSON  |  WEDNESDAY, 10 NOV 2021
... suite," Praemium head of investment managers and governance Damian Cilmi said. "There is growing interest in the high net wealth investor segment for cryptocurrency investment opportunities and the formation of Monochrome Research shows industry-defining ...

JBWere to add 50 to team

ELIZA BAVIN  |  FRIDAY, 3 JUL 2020
... together under the leadership of Greiner, the team is being tasked with delivering a private wealth offering to its high net wealth clients. NAB said the new private bankers will also be part of the bank's new accredited banking career pathway, providing ...

Push for more foreign investment

ELIZA BAVIN  |  FRIDAY, 7 FEB 2020
... contribution that our new migrants make is critical to encouraging ongoing investment in Australia." The scheme allows high net wealth individuals are granted permanent residency once they have invested at least $5 million in Australian capital projects ...

Advisory group recruits new head of SMSF

JAMIE WILLIAMSON  |  TUESDAY, 24 APR 2018
... systems elsewhere. He has been managing and training teams that specialise in the administration of SMSFs for high net wealth clients for many years." Omniwealth recently partnered with three other advisory businesses to create Expatme, an online hub ...

HLB Mann Judd appoints partner in Melbourne

MARK SMITH  |  FRIDAY, 30 SEP 2016
... client director at Deloitte Touche Tohmatsu and BDO Kendells, and has advised a broad range of businesses and high net wealth individuals and families behind them in assisting them reach personal and financial objectives. Managing partner of HLB Mann ...

Two advisers join Koda Captial as partners

MARK SMITH  |  TUESDAY, 3 MAR 2015
... PricewaterhouseCoopers Sydney, has joined as director of specialist advice and partner. Andreou will provide specialist advice to high net wealth families, as well as senior executives of public and private companies. Meanwhile Luther Poier, who has ...

AIST CEO asks for long term changes in super

LAURA MILLAN  |  WEDNESDAY, 3 APR 2013
... challenges now are getting ready for regulatory changes, communicating better with their members and avoiding high net wealth member migration to Self Managed Super Funds (SMSF). "The trustees need to convey to the members that they are in control, that ...
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