Sentences with phrase «at higher net worth»

The advisory service aims at higher net worth clients, with an account minimum of $ 100,000, and offers access to human advisors as well as to its digital asset management advice.

The number of Americans with renters insurance, forty - four percent trends to about the same percentage whether you're looking at high net worth individuals or those on the middle class end of the scale.

We also have considerable expertise in the regulation of the marketing of investments and funds to UK investors, particularly those established in offshore jurisdictions aimed at high net worth investors.

While anyone can buy these high - value products, they are targeted at high net worth individuals (HNIs).

The number of Americans with renters insurance, forty - four percent trends to about the same percentage whether you're looking at high net worth individuals or those on the middle class end of the scale.

Among the stand - out properties currently being marketed by Pam Golding Properties Port Elizabeth are a refurbished ocean - fronting apartment in an iconic block in Summerstrand, where the average selling price is R2.3 million, an architect - designed home on the Little Walmer Golf Course, a turn - of - the - century Mill Park home with various business options and an exclusive new contemporary - style development in Humewood aimed at high net worth buyers seeking a secure, coastal lifestyle.

Not exact matches

... This means that there are multiple «active» token numbers for each customer at any given time,» Hursti said, adding that he recalls a tokenization trial for «black cards» for high net worth cardholders that resulted in each user having «thousands of active numbers issued to them at any given time.»

Though this neighbourhood ranks 16th in terms of household net worth, the people in Britannia have the highest average annual household salaries of any neighbourhood on the list, at $ 1.45 million per year.

With its focus on the institutional and high net worth wealth management business, automation alone would not be able to completely substitute employees at Morgan Stanley, he said.

Oliver Williams, head of WealthInsight, looks at how different countries cater and market to the high net worth female generation.

Life's good on Canada's west coast: Temperate weather, active lifestyles — and stratospheric real - estate prices that keep pushing net worths higher (at least, for those fortunate enough to be on the property ladder).

Prior to that, she was an attorney at various law firms, advising and counseling high and ultra-high net worth clients on tax, business and estate planning.

While the residents of Britannia rank 15th in terms of average net worth, their average annual income, at over $ 1.3 million, makes them the highest - paid on the entire ranking.

«I think it personally favors the monied party,» said Barry Slotnick, a partner at Buchanan Ingersoll & Rooney specializing in high net worth matrimonial matters.

Only certified accredited investors — or those with a net worth of at least $ 1 million (excluding their home) or who have a consistent annual income of $ 200,000 or higher — will be able to invest at this point.

Both companies are operating at a loss, and it's likely that investors are losing patience with promising tech companies that don't turn a profit, according to Mark McComsey, chief investment officer of Beverly Hills Wealth Management, a financial advisory firm catering to high net worth people and entrepreneurs, based in Los Angeles.

By age 43, Buffett's personal net worth was at a high of $ 34 million.

Furthermore, the adoption of robo advisors is happening more quickly in the high - net - worth segment than mass affluent, with current usage of online wealth management tools at 43 % and 17 %, respectively.

Having built Gavekal into one of the most widely respected asset managers in Asia, Louis now manages some $ 1.6 billion in funds and strategies on behalf of institutional and high - net - worth clients at Gavekal.

Before joining HH in 2012, he was a Regional Director for AQR Capital Management in Scottsdale, marketing the firm's alternative investment mutual funds to large advisory teams at brokerage firms in the Western U.S. Prior to AQR, he served high net worth clients as a principal with a niche financial advisory firm in Phoenix.

We'll also look at effective strategies for reducing estate tax for high net - worth individuals such as FLPs, CRTs, and ESOPs.»

An offer of a stock allowing institutional investors and occasionally high net - worth individuals to buy a large percentage of a company's equity, usually at an price higher than previous offer of stock.

SINGAPORE (Reuters)- Financial technology firm Mesitis Pte Ltd plans to launch a robo - advisory business for high net worth individuals in the next two months, its CEO said, capitalizing on a growing trend by the rich to seek online investment advice at a lower cost.

«The end - buyer will likely be an ultra-ultra high - net - worth diamond collector,» said Martin Potts, a London - based mining analyst at FinnCap Ltd. «There will be huge prestige in owning the largest diamond that's not part of a royal collection.»

At Farmland, Carrie identified potential high net worth and institutional investors and managed fundraising from prospect contact to close of investments.

At the same time, we will launch a Private Banking Service for high net worth customers.

The latest Fed balance sheet shows a total net worth at an all - time high — 76.7 % above the 2009 trough.

«High net worth private client individuals who were reluctant to participate in the I.P.O. market a year ago are increasingly reallocating money towards equities,» said Neil A. Mitchell, a managing director of equity capital markets at Credit Suisse.

Taxes are applied at the highest rate unless there is evidence to support a lower percentage, in which case an explanation is given in the net worth summary.

The household sector's net worth (assets less liabilities) remains at a high level.

So, assuming that Comey didn't lose any substantial portion of the $ 11 million he had in 2013 — though he did reportedly take a $ 500,000 loss on the sale of his Connecticut home last year — his payout from Bridgewater Associates and his advance on «A Higher Loyalty: Truth, Lies, and Leadership» alone would put his net worth at around $ 15.5 million with the potential to increase that even more if his book stays atop the best - seller list for long.

Our tax professionals are deeply experienced in advising large corporations, international businesses, foreign nationals, high net worth individuals, family business owners, local business operators and others on complex transactions at the local, national and international levels.

«In Barbados, where purchasers are primarily lifestyle driven, recent adjustments to the residency rules that favour high - net - worth individuals have resulted in a spike in property enquiries, particularly at the top end of the market.»

Although I am a high net worth customer at TDBank I did no better there than a walk up customer would have.

As a Roadshow supporter, not only will you gain visibility with this exclusive group of business savvy and high - net - worth individuals and the companies they invest in, but you will also help support Canadian innovation, which is at the backbone of Canada's economic growth.

* The 2012 Bank of America Study of High Net Worth Philanthropy: Issues driving charitable activities among wealthy households, Bank of America and The Center on Philanthropy at Indiana University, November 2012.

According to the Capgemini and RBC Wealth Management's latest wealth report, the number of high net worth individuals who have at least USD 1 million to invest rose 15 % globally in 2013 to a record level.

At AFEX he is currently responsible for the acquisition, management and maintenance of corporate, institutional and high net worth clients.

Osberg parlayed a gift for the game into a series of business opportunities and high - powered «elephant bumping» that includes Warren Buffett and Bill Gates, billionaires whose net worths clock in at $ 74 billion and $ 90 billion, respectively.

In 2013, the number of households with $ 1MM or more in net worth were at the highest levels to date.

These types of investment advisors frequently have discretion on how to invest client assets but instead of managing the assets themselves, they outsource the job to asset management companies by having the clients buy mutual funds, index funds, and exchange - traded funds or, in the case of high net worth clients, opening individually managed accounts with the asset management company through a third - party asset manager platform at a global custodian.

These investments are managed by our Alternative Investment Fund Manager, LendInvest Funds Management Ltd, which is authorised and regulated by the Financial Conduct Authority, and are directed at individuals and corporates who are investment professionals, financially sophisticated, and high net worth.

Once you're on the ladder things get a lot easier, and while the mortgage is high your net - worth is increasing at a greater rate than most cities.

She served previously as Grants Manager at Margery Tabankin & Associates, a philanthropic and political advisory firm for high - profile, high - net worth individuals and family foundations.

According to a release made available to Nigeria Politics online and signed by Wilson Uwujaren, Head, Media and Publicity, Late Nunugwu allegedly fraudulently obtained N91million from an acquaintance after he tricked her into believing that he had high net worth business associates in Dubai, United Arab Emirates who were at the verge of buying NICON Insurance and convinced her of their disposition to assist her stock fish business.

Revenue and Customs currently looks at 5,000 high net - worth individuals, but will expand that number to 150,000.

Before that she was a staff editor at The Chronicle of Philanthropy, covering the nonprofit world, with a particular focus on foundations and high net - worth giving.

Continuing to the next card in our ultra-exclusive list, the JP Morgan Chase Reserve Card (which replaced the JP Morgan Palladium Card) is targeted at extremely high net worth clients.

And if you're not a high - net - worth investor, it's hard to figure out how your household will be impacted (if at all) and what you can be doing about it.

Their asset level puts them in the high net worth category — which means they can get great service and investments for under 1.75 % or $ 24,500 per year at the low end.