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Showing 1 - 10 of 518 results for "High-Net-Worth"

Mutual Trust promotes executive to head of investment solutions

MATTHEW WAI  |  WEDNESDAY, 15 APR 2026
... made in resources and knowledge to enhance our wealth capability," Harkness said. "Our clients, particularly ultra-high net worth families, value a service model that is genuinely differentiated - one that combines deep investment expertise with a highly ...

Bain Capital to acquire Perpetual's wealth management unit

KARREN VERGARA  |  MONDAY, 16 MAR 2026
... clients and people, and one that reflects wealth management's longstanding reputation as a premium provider of high net worth advisory, fiduciary, philanthropic and not-for-profit offerings in the Australian market," Perpetual chief executive and ...

FEATURE: Private credit | At the precipice

GLENDA KORPORAAL  |  FRIDAY, 12 DEC 2025
... some Australian investors, with an eye on the $4.5 trillion superannuation sector and the country's affluent high net worth investors. Tim Warrick, managing director and group head of alternative credit with Principal Asset Management, says there ...

Diverged focus for HNWs presents adviser opportunity: Report

MATTHEW WAI  |  MONDAY, 24 NOV 2025
... 2025, controlling a record $4 trillion in assets. Surveying some 1191 Australian HNW investors, including 168 ultra-high net worth investors (UHNW) with over $10 million, the report noted that the rising wealth has also been met with heightened caution ...

GCQ adds sales director

ELIZABETH FRY  |  THURSDAY, 9 OCT 2025
... management. The firm now manages a little over $1.8 billion for family office and advised retail which is mostly high net worth) investors. This includes $220 million in its ETF (GCQF) which launched in March 2025. Higgins said: "Dimitri is respected ...

Platinum executives depart amid merger talks

ELIZABETH FRY  |  THURSDAY, 10 JUL 2025
... extremely excited about being closer to the end client and supporting advisers to build customised solutions for their high net worth and ultra-high net worth clients," he added. His recruitment follows the recent appointment of Andrew Chapple as Atrium's ...

Perennial Partners buys Melior stake

MATTHEW WAI  |  MONDAY, 23 JUN 2025
... distribution expertise and access to an investor base made up of financial advisers, wealth managers, institutional, high net worth and family offices, we look forward to growing the Melior Australian Impact Fund in its next stage of development." Launched ...

Size of super impacting capital markets

ELIZA BAVIN  |  TUESDAY, 20 MAY 2025
... participate, because small companies aren't typically funded by big end of town institutions. They're funded by high net worth, retail and private monies first and then evolve into that space. So that's where I think we need to put our attention ...

Brandes appoints new sales director for APAC

ANDREW MCKEAN  |  WEDNESDAY, 2 APR 2025
... the head of institutional for Southeast Asia at investment manager Ninety One, to support its private bank and high net worth clients. Brandes said she will bolster its client servicing capabilities, drawing on her experience in Australia and the wider ...

AZ NGA practices merge on road to 'super firm'

MATTHEW WAI  |  WEDNESDAY, 26 MAR 2025
... bit of everything. We run the business, manage teams and see clients. We provide advice to both mass affluent and high net worth clients in a range of areas including superannuation, investments, retirement planning, aged care and life insurance," Molesworth ...
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