Two wealth managers focused on high and ultra-high-net-worth clients have announced a merger, with over 180 years of history between them....
Inheritance and estate planning remains the top unmet advice need for HNW investors, according to Praemium, with less than a quarter of those who expect to receive an inh...
High net worth investors have decreased to 625,000 in 2022, according to a financial research firm, but their total assets have increased to $2.8 trillion....
More than half of high net worth investors would welcome the ability to access and manage their entire investment portfolio digitally, according to an Investment Trends s...
Growth and longevity are the two main focuses for Australian and Asian family offices, according to a study conducted by KPMG and The Table Club....
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....
Not seeking advice, as well as a reliance on historical returns and a lack of diversification are the major investment mistakes made by millionaires, according to a surve...
Australia has re-opened its doors to investment from high net worth migrants, according to wealth manager Atlas Advisors....
The Australian government needs to improve the significant investor visa scheme to help encourage greater investment into the nation, a fund manager for wealthy future Ch...
Charter Hall has announced the appointment of Miriam Patterson from Telstra Super to the newly created position of fund manager, Charter Hall Direct....
HNW investors are increasingly looking to invest in alternative assets to generate stable and predictable yield, according to a report....
Powerwrap has reported a record $8.1 billion in funds under administration, helped by a growing demand for independent platform support from breakaway adviser groups....
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....
The Asia-Pacific region has fuelled the global high net-worth investor population, but investors’ satisfaction with wealth management firms is low, according to new resea...
Clime Investment Management has launched further into the planning space with Clime Private Wealth aimed squarely at high net worths....
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...