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Showing 1 - 10 of 112 results for "High-net-worth investor"

FEATURE: Private credit | At the precipice

GLENDA KORPORAAL  |  FRIDAY, 12 DEC 2025
The warning by JPMorgan Chase chief executive Jamie Dimon about the possibility of there being more "cockroaches" in the US private credit market has sparked a flurry of debate about risks in the market at a time when its potential is being assessed ...

Diverged focus for HNWs presents adviser opportunity: Report

MATTHEW WAI  |  MONDAY, 24 NOV 2025
Australia's high-net-worth (HNW) population continues to grow but so do risks related to their investments, as over a quarter now seek advice due to shifted priorities and a focus on private markets. LGT Wealth Management's 2025 State of Wealth ...

Apollo, State Street plot private markets ETF

JAMIE WILLIAMSON  |  THURSDAY, 12 SEP 2024
Apollo Global Management and State Street Global Advisors are working together to bring a private credit ETF to market in the US. Capitalising on the speedy growth of private markets in recent times, the two parties want to ensure investors of all types ...

Australia sees modest uptick in HNWIs: Study

CHLOE WALKER  |  MONDAY, 18 SEP 2023
... increased by 10,000 in the past year to 635,000, according to Investment Trends' latest research. The 2023 High Net Worth Investor Report, sponsored by Praemium, is based on a quantitative online survey conducted between June and July in which 1531 high-net-worth ...

Mercer picked to advise Pengana Credit

CASSANDRA BALDINI  |  WEDNESDAY, 26 JUL 2023
Mercer has been appointed as the investment advisor for Pengana Capital Group's recently launched private credit arm, making it the first appointment of its kind for the former's Australian business. Pengana will look to leverage Mercer's global ...

Crestone to be acquired by LGT Group

JAMIE WILLIAMSON  |  WEDNESDAY, 15 DEC 2021
Crestone Wealth Management is set to be acquired by one of the world's largest privately owned wealth managers, LGT Group. Under the agreement, LGT Group will acquire 100% of Crestone for $475 million. "The proposed transaction would enable Crestone ...

ASIC cracks down on investment guru

ELIZABETH MCARTHUR  |  TUESDAY, 11 MAY 2021
A self-styled investment guru and social media wealth expert has had her Australian credit licence cancelled by ASIC. Dominique Grubisa lost her licence for her company Master Wealth Control on the basis that the business was not engaging in the credit ...

BetaShares targets HNW market with new role

ELIZA BAVIN  |  TUESDAY, 16 MAR 2021
... groups and will be responsible for leading BetaShares' activities in the private bank, family office and high net worth investor space. Pattison joins BetaShares from Legg Mason (now Franklin Templeton) where he was director of sales and oversaw the ...

Generation flags Ascalon closure

ANNABELLE DICKSON  |  THURSDAY, 19 NOV 2020
ASX-listed Generation Development Group has confirmed its intention to wind up Ascalon Capital Managers, just two years after acquiring it from Westpac. It also announced plans to launch an income fund and a lifetime annuity. Generation has announced ...

Wealthy Aussies panic buy life insurance

ANNABELLE DICKSON  |  MONDAY, 17 AUG 2020
High net worth investors have resorted to panic buying life insurance products as a result of the COVID-19 pandemic despite low trust in the providers, according to the latest research from GlobalData. The analytics and data firm's 2020 Global Wealth ...
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