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 ...

image
Funds management

Infrastructure Partners Investment Fund has announced $100 million capital raising to further invest into unlisted infrastructure....

image
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 ...

image
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....

image
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....

image
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....

image
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....

image
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....

image
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....

image
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....

image
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...

image
 

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

6 days 22 hours ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

6 days 23 hours ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 1 week ago