FAMILY OFFICES

Financial planning

Advisory firm Giles Wade has partnered with US-based Asena Family Office to help it launch an Australian arm offering advice and asset management services. ...

Funds management

Growth and longevity are the two main focuses for Australian and Asian family offices, according to a study conducted by KPMG and The Table Club....

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Funds management

Integrated Portfolio Solutions has announced its funds under administration have exceeded $5 billion thanks to strong flows from family offices and investment advisers....

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Funds management

Mayfair 101 has announced the launch of a new brand in the Australian market which will enable Australian investors to access sectors such as business credit, financial s...

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Funds management

Investec has announced the first close of its Emerging Companies Fund 1 as investors are looking to pursue private investment opportunities....

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

Murray Wilkinson

In Australia this was the country of a "Fair Go". This Government is using us. We need direct action and we need to figh...

1 hour ago
mark mclennan

I am reading a lot about the unfairness of CSLR, QAR etc etc and it is clear that there is massive inequity taking place...

4 hours ago
Ross Smith

Sorry, every July I meet with each client who signs off on their FDS which disclosed adviser fees paid for the last 12 m...

1 day 1 hour ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

10 months ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 3 weeks ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

10 months ago