HIGH NET WORTH

Financial planning

Praemium is pivoting the business to offer a “white gloves” service as it launches a three-year strategy to be the leading platform for high-net-worth advice....

Funds management

The global financial services firm has taken on a second AFSL as it looks to capitalise on the high-net-worth market in Australia....

Financial planning

The platform has expanded its wealth management suite with a new solution designed for financial advisers who service high-net-worth investors....

Financial planning

A report has highlighted a growing appetite among high-net-worth individuals for private market investments, creating a significant opportunity for advisers....

Financial planning

The number of Australian high-net-worth individuals has grown by nearly 9 per cent from 2023, according to Praemium and Investment Trends, spelling positive news for fina...

Financial planning

Two wealth managers focused on high and ultra-high-net-worth clients have announced a merger, with over 180 years of history between them....

Funds management

While ETFs typically garner attention from everyday retail investors, Vanguard is observing a growing number of high-net-worth individuals also using these readily availa...

Financial planning

There are almost 2 million Australian millionaires, UBS’ new report shows, with the proportion set to grow by a further 400,000 people by 2028....

Financial planning

Financial advisers have a unique opportunity to consult and support the growing family office space as they look to mature and utilise complex investment strategies. ...

Financial planning

Capgemini has identified how wealth management firms can boost their revenue after they report “substantial pressure” in the face of slower market growth and a challengi...

Financial planning

With HNW investors representing the largest market for alternative assets, Praemium and CoreData research underscores why this presents a compelling opportunity for advis...

Financial planning

Providing financial advice and accountancy services side-by-side in a holistic approach offers an array of benefits for both clients and the business, three firms share w...

Financial planning

The number of ultra-high-net-worth individuals in Australia is expected to swell 27 per cent by 2028, according to Knight Frank’s annual Wealth Report, and they are looki...

People & Products

Wealth management firm LGT Crestone has appointed an investment adviser to its Adelaide office as the firm focuses on the evolving high-net-worth market in the state....

Financial planning

Focusing solely on investment performance is a turn-off for high-net-worth individuals (HNWIs) who are seeking a more well-rounded, personalised offering from their advis...

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

2 months 2 weeks ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

2 months 3 weeks ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

2 months 3 weeks ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

1 week 1 day ago

Having divested its advice business in August, AMP is undergoing restructuring in at least four other departments amid a cost simplification program....

4 weeks ago

The Reserve Bank of Australia's latest interest rate announcement has left punters disheartened on Melbourne Cup Day....

1 week ago