HIGH NET WORTH INVESTORS
Financial planning
Increasing traction among high-net-worth advisers and a stabilisation in adviser exits have helped Praemium report quarterly net inflows of $667 million in the third quar...
Financial planning
Having reset its market focus to high-net-worth advisers, Praemium’s administration solution has been selected by Bell Potter in a deal that increases the platform's fund...
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....
Financial planning
More high net worth investors say they would value the opinions of financial advisers but few of them have yet taken advice....
Financial planning
Australia’s wealth managers are lowering costs to compete with robo-advisers, according to research from GlobalData. ...
Financial planning
Wealthy migrant investors could provide much-needed support to struggling universities and the return of international students, according to Atlas Advisors Australia. ...
Funds management
FIIG Securities’ VisionFund International has raised $20 million in under three days due to strong demand from high net worth investors....
Funds management
Hamilton Lane has expanded its Australian fund range to offer a global private assets fund. ...
Funds management
Macquarie Group recorded net profit for the European financial year to March’s end of $2.982 billion, up 17 per cent on FY18, with a loss in fee income offsetting modest ...
Expert Analysis
Peter Moussa writes that high net worth investors are thinking about volatility, diversity, and defensive and deep valuation sectors as the new year gets underway....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...