Search Results | Showing 1 - 10 of 50 results for "UHNW" |
| | 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | 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 ... |
| | | ... 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. |
| | | 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 ... |
| | | ... 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 ... |
| | | 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 ... |
| | | 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 ... |
| | | ... 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 ... |
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