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HNWI
Funds management
While ETFs typically garner attention from everyday retail investors, Vanguard is observing a growing number of high-net-worth individuals also using these readily availa...
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...
Financial planning
Despite a push for advice from banks and super funds, high-net-worth individuals favour advice from IFAs and just 10 per cent would want advice from their super fund, acc...
Funds management
Amid market volatility, wealth managers have been prioritising portfolio mix resilience for their high-net-worth clients to fortify long-term value over quick returns, ac...
Financial planning
AZ NGA has announced a strategic partnership with Rose Partners, a Melbourne-based accounting and advisory business with a high-net-worth and healthcare professional clie...
Financial planning
Advisers now have a potential market of almost 300,000 high net worth individuals to target, a rise of 4%, according to Capgemini, but a move is needed to a hybrid model ...
Funds management
Infrastructure Partners Investment Fund has announced $100 million capital raising to further invest into unlisted infrastructure....
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 ...
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....
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
Capgemini’s World Wealth Report 2018 shows that Australia’s high net worth individual population has grown from 254,000 individuals in 2016 to 278,000 in 2017....
News
HSBC has unveiled plans to open an Australian private banking office in order expand its presence in the Asia-Pacific private banking and wealth sector....
Funds management
Wealth managers would need to overcome some resistance to win the trust of the Asia-Pacific’s HNWIs and better understand their needs, according to Capgemini’s report....
Funds management
Post-Brexit reality presented different short-term and long-term implications for high-net worth individuals in the UK, according to a wealth management firm....
Financial planning
Australia’s HNWI population has increased 3.5 per cent during 2014-2015 to a total population of 226,400, according to Capgemini....
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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....