HIGH NET WORTH INDIVIDUALS

People & Products

Mercer’s high-net-worth clients are set to benefit from a new service agreement to utilise Praemium’s virtual managed account and administration services, with the platfo...

Funds management

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

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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

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...

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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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Funds management

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

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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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Funds management

Australia’s newest asset manager, Federation, has unveiled its senior investment team and launched its strategy....

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

1 month 3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

2 months ago

Interesting. Would be good to know the details of the StrategyOne deal....

2 months ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

2 weeks 2 days ago

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

1 week 2 days ago

The FAAA has secured CSLR-related documents under the FOI process, after an extended four-month wait, which show little analysis was done on how the scheme’s cost would a...

1 week ago