A report by financial technology firm FinClear has identified six portfolio characteristics of successful high-net-worth investors....

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...

Praemium chief strategy officer Denis Orrock has shared with Money Management how advisers can work with high-net-worth investors as a new report finds 45,000 people have...

Global wealth declined last year for the first time since the GFC and Australia experienced the fourth-highest losses behind the US, Japan and the UK, according to resear...

One adviser may not be the best option for two generations, particularly if the parents are wholesale investors and the children are retail clients....

Over 80% of high net worth clients expect on-demand mobile access to digital information, but only around 50% of firms offer that, according to Netwealth....

The Government and the regulator are showing signs that they now understand they have gone too far in driving up the cost of financial advice, according to panellists at ...

Adrian Frinsdorf explains how wealth advisers can tailor a portfolio for ultra high net worth investors and how their needs differ. ...

A rise in India’s income tax surcharge is likely to spur demand for offshore investments, making tax advice more important for high net worth investors....

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....

The ATO has confirmed its ongoing scrutiny of high net worths, with over 260 audits of private groups and wealthy Australians....

Platform provider, Powerwrap, has announced the launch of its new separately managed account offering....

A new online platform has launched in Australia, which gives high net worth investors and early-stage companies increased tax incentives....

Australia’s HNWI population has increased 3.5 per cent during 2014-2015 to a total population of 226,400, according to Capgemini....