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Showing 1 - 10 of 60 results for "UHNW"

Mason Stevens farewells managing director

MATTHEW WAI  |  MONDAY, 12 OCT 2026
... chief investment officer earlier this year, as it continues to expand into the high-net-worth (HNW) and ultra-high-net-worth (UHNW) segments, including a mandate secured late last year with independent advisory firm GloryHouse. Taylor succeeds Jacqueline ...

Rapid growth of UHNW population prompts management shift: Knight Frank

MATTHEW WAI  |  THURSDAY, 23 APR 2026
Australia continues to see rapid growth in the number of ultra-high-net-worth (UHNW) individuals and it's spurring a shift away from "blind" investing, Knight Frank said. According to Knight Frank's The Wealth Report 2026, Australia is currently ranked ...

Mason Stevens appoints chief investment officer

ELIZA BAVIN  |  MONDAY, 23 FEB 2026
... 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 portfolio management ...

AllianceBernstein promotes private wealth head to president

MATTHEW WAI  |  TUESDAY, 6 JAN 2026
... also responsible for implanting client-segment-specific strategies, providing tailored offerings for ultra-high-net-worth (UHNW) clients, while strengthening external partnerships with banking institutions and international custodians, enhancing AB's ...

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 ...

Capital Haus acquires Adelaide advice firm, FUM to exceed $1bn

MATTHEW WAI  |  MONDAY, 1 DEC 2025
... clients will continue to work with the same personal advisers and service model. A new service for ultra-high-net-worth (UHNW) clients, Baker Young Private, will also be launched, providing clients with access to wholesale opportunities, global private ...

Mason Stevens secures mandate from UHNW advisory

ELIZA BAVIN  |  TUESDAY, 25 NOV 2025
... services. The partnership represents a significant milestone in Mason Stevens' strategic focus on the ultra-high-net-worth (UHNW) segment, Mason Stevens said. GloryHouse was founded earlier this year by Hu and Cathy Ding and offers independent advisory ...

Diverged focus for HNWs presents adviser opportunity: Report

MATTHEW WAI  |  MONDAY, 24 NOV 2025
... 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, especially in April ...

Salary report shows 23% pay gap for top BDMs

MICHELLE BALTAZAR  |  THURSDAY, 11 SEP 2025
... managers, private credit and private equity funds". "Private credit is booming in wholesale, targeting family offices, HNW/UHNW investors and private wealth managers," the Kaizen report stated. By contrast, openings in institutional distribution have ...

HNWIs, family offices embracing private real estate credit

ELIZA BAVIN  |  THURSDAY, 17 JUL 2025
... real estate credit is growing, with a new report from Centuria Bass revealing many family offices and ultra-high-net-worth (UHNW) individuals plan to boost their investment in the sector. The inaugural 2025 Centuria Bass Private Real Estate Credit Index ...
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