HNWI

Financial planning

The number of ultra-high-net-worth individuals in Australia is expected to swell 27 per cent by 2028, according to Knight Frank’s annual Wealth Report, and they are looki...

Financial planning

Despite a push for advice from banks and super funds, high-net-worth individuals favour advice from IFAs and just 10 per cent would want advice from their super fund, acc...

Funds management

Amid market volatility, wealth managers have been prioritising portfolio mix resilience for their high-net-worth clients to fortify long-term value over quick returns, ac...

Financial planning

AZ NGA has announced a strategic partnership with Rose Partners, a Melbourne-based accounting and advisory business with a high-net-worth and healthcare professional clie...

Financial planning

Advisers now have a potential market of almost 300,000 high net worth individuals to target, a rise of 4%, according to Capgemini, but a move is needed to a hybrid model ...

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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

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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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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Financial planning

Capgemini’s World Wealth Report 2018 shows that Australia’s high net worth individual population has grown from 254,000 individuals in 2016 to 278,000 in 2017....

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News

HSBC has unveiled plans to open an Australian private banking office in order expand its presence in the Asia-Pacific private banking and wealth sector....

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Funds management

Wealth managers would need to overcome some resistance to win the trust of the Asia-Pacific’s HNWIs and better understand their needs, according to Capgemini’s report....

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Funds management

Post-Brexit reality presented different short-term and long-term implications for high-net worth individuals in the UK, according to a wealth management firm....

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Financial planning

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

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Financial planning

Wealth managers were the least technology-literate in financial services despite digital demand from HNWIs, with a report pointing to complacency and a focus on tradition...

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MARKET INSIGHTS

Old Fella

Of course a survey commissioned by an adviser coaching business would find that having an external business coach is a k...

15 hours 43 minutes ago
One foot out the door

A financial planner is expected to earn between $95,000 and $120,000 per year, depending on the state. Really? I don't...

1 day 1 hour ago
JOHN GILLIES

The whole thing is a bit frightening especially the last note where notes on what might be done could result in the need...

1 day 22 hours ago

ASIC has cancelled the AFS licence of a Sydney wealth firm, the fifth Sydney firm to see a cancellation since the start of the year....

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A former financial adviser has been banned by ASIC from providing financial services for inappropriate advice, among multiple breaches....

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More than 20 winners from the funds management industry have been crowned at this year’s awards....

1 week ago