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....

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

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...

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
Funds management

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

image
Funds management

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

image
Funds management

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

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

3 weeks 4 days ago

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

1 month ago

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

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week 2 days ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

5 days 10 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

4 days 14 hours ago