Search Results

Showing 1 - 9 of 9 results for "HNW"

JP Morgan AM nabs Netwealth exec

ELIZABETH FRY  |  THURSDAY, 13 FEB 2025  |  NEWS
... director of distribution. "We are thrilled to welcome Naomi to our team. Her extensive experience and deep understanding of the HNW, ultra HNW and family office distribution landscape will be invaluable as we continue to deliver tailored solutions to ...

Green moves: Warakirri, La Trobe Financial, Future Generation, Tracker Group, GRI

ROSE MARY PETRASS  |  THURSDAY, 6 FEB 2025  |  NEWS
... growth of its managed funds platform. Faehndrich will expand Warakirri's relationships in the family office, high-net-worth (HNW) and retail advice markets. With over 25 years of experience in financial services, he was previously La Trobe Financial's ...

Ethical investment holdings double: CoreData

ANDREW MCKEAN  |  WEDNESDAY, 22 JAN 2025  |  NEWS
The number of high-net-worth (HNW), core affluent, and mass affluent investors holding ethical and sustainable investments has roughly doubled over the past year, according CoreData. The CoreData research obtained by Financial Standard seeks to capture ...

Family offices see ESG as part of fiduciary duty: Ocorian

RACHEL ALEMBAKIS  |  THURSDAY, 15 JUN 2023  |  NEWS
... are more likely to rate ESG, ethical and responsible investment considerations as being important than other segments of the HNW sector. Emerging HNW investors placed more importance on investing in companies with good ethical and ESG standards than ...

Strong demand for ESG managed accounts: Praemium

RACHEL ALEMBAKIS  |  THURSDAY, 5 MAY 2022  |  NEWS
... are more likely to rate ESG, ethical and responsible investment considerations as being important than other segments of the HNW sector. The report noted that the $2.77 trillion HNW investor market has grown significantly over 2021, due to a combination ...

Emerging HNW seek ESG, ethical investments: Praemium

RACHEL ALEMBAKIS  |  THURSDAY, 16 DEC 2021  |  NEWS
... are more likely to rate ESG, ethical and responsible investment considerations as being important than other segments of the HNW sector, according to research commissioned by Praemium. Praemium commissioned research into the HNW investor with Investment ...

HNW, UHNW "do not deeply consider ESG issues": Crestone wealth report

RACHEL ALEMBAKIS  |  FRIDAY, 2 AUG 2019  |  NEWS
High net worth (HNW) and ultra high net worth (UHNW) individuals "do not deeply consider environmental, social or governance (ESG) issues in their investment decisions," according to the findings of the Crestone/CoreData 2019 State of Wealth Report. ...

Nuveen launches two new ESG exchange traded funds

RACHEL ALEMBAKIS  |  FRIDAY, 30 JUN 2017  |  NEWS
... US, O'Brien said. "Increasing investor interest in ESG focused products has been seen across investor type from retail to HNW to institutional," O'Brien said. "Our research has shown that 90% of millennials, and 73% of non-millennials have interest in ...

Demand for responsible investments a call to action: RIAA

RACHEL ALEMBAKIS  |  WEDNESDAY, 12 NOV 2014  |  NEWS
... that there was scope to develop products aimed at both demographics. There is also increasing interest from high net worth (HNW) individuals, family offices and charities around issues of responsible investment, O'Connor said. "RIAA have seen a growing ...
PAGE:
1