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HNWIS

Financial planning

The number of Australian individuals with more than US$10 million in assets has passed 42,000, rising by 3.9 per cent over the past year....

Financial planning

Although the value of high net worth individuals increased globally in 2019, the COVID-19 pandemic is expected to have wiped a significant amount of those gains. ...

Financial planning

Wealthy migrant investors could provide much-needed support to struggling universities and the return of international students, according to Atlas Advisors Australia. ...

Funds management

FIIG Securities’ VisionFund International has raised $20 million in under three days due to strong demand from high net worth investors....

Funds management

Acuity Funding are opening three new Asia Pacific locations, in Vietnam, Singapore and Nepal....

Financial planning

A new report from Forbes Insights and Temenos surveying wealth managers and high net worth individuals (HNWIs) underscores the importance for private banks to continue th...

Funds management

Investec has announced the first close of its Emerging Companies Fund 1 as investors are looking to pursue private investment opportunities....

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....

Funds management

Investec has launched the Emerging Companies Australia Fund 1, which will offer investors access to the emerging companies sector....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

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Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

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It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

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ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

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The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

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While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

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