Tailoring an advice offering for HNWIs; Advisers maintain ‘optimistic’ view on lifetime income products

Focusing solely on investment performance is a turn-off for high-net-worth individuals (HNWIs) who are seeking a more well-rounded, personalised offering from their adviser.

Financial advisers are increasingly turning towards lifetime annuities to meet clients’ needs in retirement, according to Challenger, while the government places more focus on product development.

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The Perth-based wealth management firm is seeking to expand into eastern states next year as well as strengthen its presence in its home state of Western Australia.

Financial services firms have responded to the government’s latest consultation on retirement income and product development.

E&P Financial Group has brought forward the appointment of its new chief executive and managing director as it seeks to take advantage of the macro themes playing out in wealth management.

Two independent non-executive directors have been appointed to the AMP board with a focus on digital transformation and technology.

While more suited to a specific cohort of investors, alternatives are continuing to see a marked rise this year as an advantageous diversifier generating resilient returns, including through unique real asset propositions like marinas and dairy farms.