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Showing 1 - 10 of 85 results for "Wealth report"

HeirWealth launches AI integration

VINNY VUCAGO  |  FRIDAY, 10 JUL 2026
HeirWealth has launched a Model Context Protocol (MCP) server allowing financial advisers, accountants and family offices to query consolidated client wealth data through artificial intelligence assistants such as ChatGPT and Claude. The Australian ...

Netwealth expands Morgan Stanley mandate

KARREN VERGARA  |  TUESDAY, 7 JUL 2026
Amid expanding its stockbroking and private wealth capabilities, Netwealth has been picked by Morgan Stanley to provide a platform solution to its Australian wealth business. The new agreement will see Netwealth cater to Morgan Stanley's ASX-listed ...

Australia welcomes 25k to millionaires' club: UBS

KARREN VERGARA  |  MONDAY, 6 JUL 2026
... last year thanks to booming property values and fat superannuation balances, according to the latest UBS Global Wealth Report. The number of Australian millionaires increased by 1.6% over the year, minting 25,089 people to high-net-worth status. This ...

Australia attracts $18bn for CRE investments in 2025: Knight Frank

MATTHEW WAI  |  FRIDAY, 24 APR 2026
... estate globally, attracting $18 billion in investments in 2025, Knight Frank said. According to Knight Frank's The Wealth Report 2026, cross-border investment in Australian commercial real estate was $17.9 billion (US$12.8bn) in 2025, with the fifth ...

Rapid growth of UHNW population prompts management shift: Knight Frank

MATTHEW WAI  |  THURSDAY, 23 APR 2026
... 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 fourth globally for billionaire growth, now home to some 16,460 UHNW individuals - ...

Netwealth reports HY loss after $100m payment to First Guardian victims

ELIZA BAVIN  |  WEDNESDAY, 18 FEB 2026
Netwealth has reported a half year net loss of $2.2 million after refunding more than $100 million to victims of the First Guardian Master Fund collapse. Excluding the First Guardian expense, Netwealth said net profit after tax would have grown 19.9% ...

Netwealth's APRA-mandated governance overhaul underway

RIDDHIMA TALWANI  |  THURSDAY, 22 JAN 2026
Netwealth said its APRA-mandated investment governance overhaul is underway and is being led at the executive level. This was part of its agreement with ASIC in December under which it said it will repay $101 million to super members who accessed the ...

Knight Frank launches private office in Australia

RIDDHIMA TALWANI  |  THURSDAY, 4 DEC 2025
... experience in property, including in acquisition, development, sales and asset management. Knight Frank's recent Wealth Report 2025 found Australia is among the top 10 countries in the world by population of HNWIs. Australia's HNWIs rose by 3.9% over ...

Diverged focus for HNWs presents adviser opportunity: Report

MATTHEW WAI  |  MONDAY, 24 NOV 2025
... seek advice due to shifted priorities and a focus on private markets. LGT Wealth Management's 2025 State of Wealth report indicated the HNW population has surged by 10% (or 50,000) to 760,000 in 2025, controlling a record $4 trillion in assets. Surveying ...

Netwealth separates itself from First Guardian: 'A case of fraud'

ELIZA BAVIN  |  THURSDAY, 9 OCT 2025
Netwealth has continued to separate itself from the collapse of First Guardian, saying it was a "case of fraud". In its September quarterly business update, Netwealth said it was working cooperatively with industry bodies and regulators in relation ...
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