Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 50 results for "UHNW"

Australian investors loyal to wealth managers - until they're not

ANDREW MCKEAN  |  MONDAY, 26 MAY 2025
Australian investors show a greater willingness to stay with their wealth provider than their global counterparts, according to the 2025 EY Global Wealth Research Report. However, despite this relative loyalty, more than one in five investors still ...

Mason Stevens welcomes chief strategy officer

JAMIE WILLIAMSON  |  THURSDAY, 22 MAY 2025
... Stevens. He's tasked with identifying and pursuing growth opportunities to expand into new market segments, namely Australia's UHNW cohort, developing relationships with family offices and their advisers. Mermelas was previously head of family office ...

Rising HNW numbers fuel need for specialist advice

JAMIE WILLIAMSON  |  THURSDAY, 12 SEP 2024
... show. Collectively, they manage $3.4 trillion in investable assets, up from $2.98 trillion in 2023; ultra-high-net-worth (UHNW) investors saw double-digit portfolio growth in the year. The report says that, because of the growth in numbers and assets ...

HNWIs wealth reaches unprecedented levels

ANDREW MCKEAN  |  FRIDAY, 7 JUN 2024
The Capgemini Research Institute's World Wealth Report 2024, released today, shows high-net-worth individuals (HNWIs) and their wealth hit unprecedented levels in 2023, driven by a rebound in the global economic outlook. According to the report, global ...

HNWI collecting activity stoops: Knight Frank

CHLOE WALKER  |  THURSDAY, 29 FEB 2024
... Duthy said. The Knight Frank wealth sizing model indicated that Australia had a 2.9% increase in its ultra-high-net-worth (UHNW) population between 2022 to 2023. It predicts a 27% increase from 2023 to 2028.

Alpine Capital launches in Melbourne

CHLOE WALKER  |  FRIDAY, 20 OCT 2023
Newly formed RE Capital Advisory has teamed up with stockbroking giant Wentworth Securities (Wentworth) to launch Alpine Capital, an emerging company advisor, stockbroker, and wealth management platform. The new team at Alpine Capital includes RE Capital ...

HNWs increase digital engagement: Research

CHLOE WALKER  |  THURSDAY, 12 OCT 2023
... feeds with the ATO and what have you." Automated reporting also came through as an improvement from ultra high-net-worth (UHNW) individuals. "They also highlighted interactive data and insights, as well as a more friendly user interface," Guiamatsia ...

Aussies largely unsure of legacy plan: Research

CHLOE WALKER  |  FRIDAY, 6 OCT 2023
While 67% of Australians feel confident they'll be able to leave a legacy when they pass away, only 14% actually have a plan in place to do so, according to new research from Generation Life (Gen Life). In June, Gen Life commissioned global research ...

Global wealth to rise 38% by 2027: Report

CHLOE WALKER  |  THURSDAY, 17 AUG 2023
Despite a decline in aggregate global wealth last year, UBS and Credit Suisse predict an upward trend over the next five years, reaching close to $979 trillion by 2027. The 14th edition of Credit Suisse's Global Wealth Report, now jointly launched with ...

HNW wealth transfer still on the to-do list

CHLOE WALKER  |  SATURDAY, 15 JUL 2023
... report, now in its fourth year, uncovered nearly two thirds of Australian high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals do not have a wealth transfer plan in place. However, the majority have intentions to develop one - representing ...
PAGE:
1
PREVIOUS
NEXT