HNWIS
Funds management
Three types of asset managers are well positioned for 2025, according to McKinsey, while another three are likely to face headwinds in the coming period as the needs of w...
Financial planning
There may be growing interest in private markets, but a survey by advice firm Apt Wealth Partners has found even HNW investors lack sufficient knowledge of their complexi...
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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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...