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HIGH NET WORTH
Financial planning
Providing financial advice and accountancy services side-by-side in a holistic approach offers an array of benefits for both clients and the business, three firms share w...
Financial planning
The number of ultra-high-net-worth individuals in Australia is expected to swell 27 per cent by 2028, according to Knight Frank’s annual Wealth Report, and they are looki...
People & Products
Wealth management firm LGT Crestone has appointed an investment adviser to its Adelaide office as the firm focuses on the evolving high-net-worth market in the state....
Financial planning
Focusing solely on investment performance is a turn-off for high-net-worth individuals (HNWIs) who are seeking a more well-rounded, personalised offering from their advis...
Funds management
A report by financial technology firm FinClear has identified six portfolio characteristics of successful high-net-worth investors....
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...
Financial planning
Praemium chief strategy officer Denis Orrock has shared with Money Management how advisers can work with high-net-worth investors as a new report finds 45,000 people have...
Funds management
Global wealth declined last year for the first time since the GFC and Australia experienced the fourth-highest losses behind the US, Japan and the UK, according to resear...
Financial planning
One adviser may not be the best option for two generations, particularly if the parents are wholesale investors and the children are retail clients....
Financial planning
Over 80% of high net worth clients expect on-demand mobile access to digital information, but only around 50% of firms offer that, according to Netwealth....
Financial planning
The Government and the regulator are showing signs that they now understand they have gone too far in driving up the cost of financial advice, according to panellists at ...
Expert Analysis
Adrian Frinsdorf explains how wealth advisers can tailor a portfolio for ultra high net worth investors and how their needs differ. ...
Financial planning
A rise in India’s income tax surcharge is likely to spur demand for offshore investments, making tax advice more important for high net worth investors....
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....
Financial planning
The ATO has confirmed its ongoing scrutiny of high net worths, with over 260 audits of private groups and wealthy Australians....
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Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....