HIGH NET WORTH INDIVIDUALS

People & Products

Mercer’s high-net-worth clients are set to benefit from a new service agreement to utilise Praemium’s virtual managed account and administration services, with the platfo...

Funds management

Acuity Funding are opening three new Asia Pacific locations, in Vietnam, Singapore and Nepal....

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Funds management

Infrastructure Partners Investment Fund has announced $100 million capital raising to further invest into unlisted infrastructure....

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Financial planning

The desire for trusted and independent financial advice remains strong among the high net worth individuals, according to a joint study by Crestone Wealth management and ...

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Financial planning

A new report from Forbes Insights and Temenos surveying wealth managers and high net worth individuals (HNWIs) underscores the importance for private banks to continue th...

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Financial planning

More than two-thirds of high-net-worth individuals will be invested in cryptocurrencies in the next three years, according to a new global poll....

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Funds management

Investec has announced the first close of its Emerging Companies Fund 1 as investors are looking to pursue private investment opportunities....

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Funds management

Investec has launched the Emerging Companies Australia Fund 1, which will offer investors access to the emerging companies sector....

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Funds management

Australia’s newest asset manager, Federation, has unveiled its senior investment team and launched its strategy....

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MARKET INSIGHTS

James Patterson

How much did IRESS pay Deloitte for this analysis? Not sure they are the arbiter of intelligent forecasting in this spac...

1 day 3 hours ago
Howard Elton

Article makes no comment that the advisers leaving industry are older and have many years of work an life experience w...

2 days 10 hours ago
Peter Robinson

This article appears to overlook the fact that there must be a fairly large group of advisers who missed out on the expe...

2 days 10 hours ago

ASIC has secured travel restraint orders against a financial adviser while he is the subject of an investigation into alleged financial misconduct....

5 days 4 hours ago

Insignia Financial has unveiled a new operating model and executive team, including a new head of advice, while three senior executives are set to depart the licensee....

2 weeks 2 days ago

Analysis by Chant West of the annual performance of growth superannuation funds has uncovered which ones see the best performance....

1 week 2 days ago