HIGH NET WORTH
Financial planning
There may be growing interest in private markets, but a survey by advice firm Apt Wealth Partners has found even HNW investors lack sufficient knowledge of their complexi...
Funds management
Strong adviser engagement has helped Praemium reach $1 billion in inflows on its Spectrum offering, with a deal with Western Australian wealth firm Euroz Hartleys expecte...
Funds management
Global investment manager BlackRock has signed an agreement to manage $121 billion for Citi Wealth clients in almost 100 countries, the latest development in its wealth m...
Financial planning
Platform Netwealth has unveiled a wholesale-only platform solution, designed to meet the growing opportunity among high and ultra-high-net-worth investors....
Financial planning
Private wealth manager Escala Partners has launched an end-to-end investment platform to strengthen its alternatives capability as clients seek sophisticated vehicles. ...
Financial planning
High-net-worth investors, who are “disenfranchised” with the traditional options available to them, are moving into the non-custodial solutions, with advisers citing clie...
Financial planning
Lonsec Investment Solutions (LIS) is set to launch a new alternative asset investment solution for financial advisers and their high-net-worth (HNW) clients....
Financial planning
Non-custody solutions may be on the rise, especially among high-net-worth individuals, but there is a distinct divide in advisers’ understanding and knowledge of the prod...
Funds management
As the number of high-net-worth individuals in Australia passes 42,000, Knight Frank has delved into the luxury goods they are purchasing and whether they are outpacing f...
Financial planning
Wealth advisory firm JBWere has hired two individuals from Perpetual, focused on high-net-worth advisory clients....
Financial planning
Viola Private Wealth’s latest hire, Angus Mann, details how he is harnessing his family office experience at Mutual Trust to help the firm meet the needs of its HNW clien...
Financial planning
Nearly seven in 10 HNW-focused advisers view alternatives as the asset class that will be fundamental to meeting client demands in the future, according to Praemium....
Financial planning
There has been a 16.3 per cent rise in the wealth of Australian billionaires this year to over $200 billion, UBS finds, as Australian advisers shift their offerings to me...
Funds management
NRL legend and four-time premiership winner, Cooper Cronk, has signed on at Viola Private Wealth as a brand ambassador as the firm targets individuals with niche careers ...
Funds management
Asset managers are seeking out acquisitions and strategic partnerships in the area of technology and robo-advice to benefit from an evolving wealth management landscape a...
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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...