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Showing 1 - 10 of 297 results for "Ultra"

LGT bolsters investment bench

VINNY VUCAGO  |  MONDAY, 25 MAY 2026
... investment management with governance and succession planning. LGT Wealth Management chief executive Michael Chisholm said ultra-high-net-worth clients are no longer treating investment management, family governance and succession as separate conversations. ...

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 ...

arcpoint OCIO wins three mandates

KARREN VERGARA  |  WEDNESDAY, 22 APR 2026
... Capella Advisory, ek Private Advisory and United Advisory. For ek Private Advisory, which services high-net-worth (HNW) and ultra HNW individuals, families and businesses, arcpoint will provide portfolio design. At licensee support firm Capella Advisory ...

Mutual Trust promotes executive to head of investment solutions

MATTHEW WAI  |  WEDNESDAY, 15 APR 2026
... investment we have 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 ...

Fiducian to pay $7.3m greenwashing fine

KARREN VERGARA  |  TUESDAY, 31 MAR 2026
... finalise the proceedings by the NSW Supreme Court. Fiducian offers four core funds - Capital Stable, Balanced, Growth and Ultra Growth. The funds management unit reported $6 billion in assets at the end of 2025, up from $5.6 billion from the prior corresponding ...

Mason Stevens appoints chief investment officer

ELIZA BAVIN  |  MONDAY, 23 FEB 2026
... Mason Stevens has named 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 ...

MA Financial, Dimensional launch new offerings

RIDDHIMA TALWANI  |  WEDNESDAY, 18 FEB 2026
... new fund focused on highly profitable companies. The MA CMBI APAC Credit Opportunities Fund will provide institutional and ultra-high-net- worth investors with access to Asia Pacific's growing private credit market by focusing on senior secured leveraged ...

First half steady, net inflows positive for Fiducian

KARREN VERGARA  |  MONDAY, 16 FEB 2026
... for the group jumped 15% year on year to $9.9 million. Fiducian has four core funds - Capital Stable, Balanced, Growth and Ultra Growth. During November 2025, the strategies experienced sharp declines in risk assets or equity investments. "[We] believe ...

ISS MI acquires Family Office Access

STAFF WRITER  |  WEDNESDAY, 4 FEB 2026
... small directory and has grown it into a global platform supporting thousands of professionals who work with family offices, ultra-high-net-wealth families and institutional partners. "By combining our data and platform with ISS MI's global data, research ...

Netwealth's APRA-mandated governance overhaul underway

RIDDHIMA TALWANI  |  THURSDAY, 22 JAN 2026
... feature for its users which can enhance experience and deliver adviser capacity. "These solutions continue to underpin our ultra- and high-net-wealth offering and demonstrates our significant experience and capability in this segment," Heine said. Netwealth ...
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