HIGH NET WORTH INVESTORS

Financial planning

Praemium is pivoting the business to offer a “white gloves” service as it launches a three-year strategy to be the leading platform for high-net-worth advice....

Financial planning

More high net worth investors say they would value the opinions of financial advisers but few of them have yet taken advice....

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Financial planning

Australia’s wealth managers are lowering costs to compete with robo-advisers, according to research from GlobalData. ...

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Financial planning

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

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Funds management

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

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Funds management

Hamilton Lane has expanded its Australian fund range to offer a global private assets fund. ...

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Funds management

Macquarie Group recorded net profit for the European financial year to March’s end of $2.982 billion, up 17 per cent on FY18, with a loss in fee income offsetting modest ...

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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....

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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...

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 7 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 11 hours ago