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December 23, 2016updated 04 Apr 2017 1:19pm

Securinvest and Netwealth strike private label partnership

Victoria-based financial planning group Securinvest has teamed up with Australian platform provider Netwealth to deliver private label version of Netwealth's managed accounts offering to clients.

By Verdict Staff

Victoria-based financial planning group Securinvest has teamed up with Australian platform provider Netwealth to deliver private label version of Netwealth's managed accounts offering to clients.

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Analyze opportunies within the wealth management market in APAC

GlobalData’s ‘Asia-Pacific Wealth Management: Market Sizing and Opportunities to 2026’ report provides a comprehensive overview of the Asia-Pacific (APAC) wealth management market.
  • The report analyzes the APAC wealth and retail savings and investments markets. This includes affluent market size, both by number of individuals and the value of their liquid assets.
  • The affluent population grew by 5.3% in 2021 and is expected to grow at an AAGR of 4.8% between 2022 and 2026.
  • The value of liquid assets held by the affluent segment surged by 8.4% in 2021, backed by economic recovery. HNW individuals’ financial wealth grew by 12%, while mass affluent individuals’ wealth grew by 6.0%.
  • The report provides an analysis of factors driving liquid asset growth. It is also split into asset classes - equities, mutual funds, deposits, and bonds.
  • The affluent population are more risk-tolerant and invest a significant proportion of their investments in risky assets such as equities, compared to emerging affluent and mass market individuals.
The report also provides data and insights on the size of offshore holding of HNW investors in the APAC region.
by GlobalData
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Netwealth joint-managing director Matt Heine Heine said: "We are really pleased to be working with Securinvest, who are embracing the many benefits of managed accounts including greater business efficiency but more importantly, better client outcomes."

The private-label managed account service will be guided by the investment expertise of Zenith Investment Partners.

Securinvest joint managing director Craig Thwaites added: “We’re excited to be offering our clients a range of contemporary model portfolios, with Zenith employing a dynamic asset allocation with their best research ideas for active managers.”

Earlier this month, Netwealth collaborated with Sydney-based wealth management firm Stanford Brown for a private label managed accounts service.

Free Report
img

Analyze opportunies within the wealth management market in APAC

GlobalData’s ‘Asia-Pacific Wealth Management: Market Sizing and Opportunities to 2026’ report provides a comprehensive overview of the Asia-Pacific (APAC) wealth management market.
  • The report analyzes the APAC wealth and retail savings and investments markets. This includes affluent market size, both by number of individuals and the value of their liquid assets.
  • The affluent population grew by 5.3% in 2021 and is expected to grow at an AAGR of 4.8% between 2022 and 2026.
  • The value of liquid assets held by the affluent segment surged by 8.4% in 2021, backed by economic recovery. HNW individuals’ financial wealth grew by 12%, while mass affluent individuals’ wealth grew by 6.0%.
  • The report provides an analysis of factors driving liquid asset growth. It is also split into asset classes - equities, mutual funds, deposits, and bonds.
  • The affluent population are more risk-tolerant and invest a significant proportion of their investments in risky assets such as equities, compared to emerging affluent and mass market individuals.
The report also provides data and insights on the size of offshore holding of HNW investors in the APAC region.
by GlobalData
Enter your details here to receive your free Report.

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