HNW
Financial planning
High-net-worth advice firm Multiforte Financial Services is to merge with Sydney advice firm Lorica Partners as it proactively seeks succession for its staff and clients....
Financial planning
Investment platform Praemium has reported strong 2024–25 financial year results, with large increases across a range of business metrics, which it credits to the firm’s s...
Funds management
High-net-worth investors and family offices are sustaining the rising demand for private equity investments, Schroders has unpacked, offering less volatility and the pote...
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...
Funds management
JPMAM has appointed an Australian HNW client adviser to drive the momentum of its HNW channel, who previously served as Netwealth’s head of investment solutions. ...
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...
Financial planning
High-net-worth advisers seeking to grow their businesses are likely to find alternatives to be a key part of the puzzle amid investor demand, according to Praemium’s head...
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 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....
Financial planning
Inheritance and estate planning remains the top unmet advice need for HNW investors, according to Praemium, with less than a quarter of those who expect to receive an inh...
Financial planning
High net worth investors have decreased to 625,000 in 2022, according to a financial research firm, but their total assets have increased to $2.8 trillion....
Financial planning
More than half of high net worth investors would welcome the ability to access and manage their entire investment portfolio digitally, according to an Investment Trends s...
Funds management
Growth and longevity are the two main focuses for Australian and Asian family offices, according to a study conducted by KPMG and The Table Club....
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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...