FAMILY OFFICES

Funds management

High-net-worth investors and family offices are sustaining the rising demand for private equity investments, Schroders has unpacked, offering less volatility and the pote...

Financial planning

Ironbark Investment Partners has acquired a Sydney-based family office business as it looks to double down on the delivery of high-net-worth advice....

Financial planning

Viola Private Wealth’s latest hire, Angus Mann, details how he is harnessing his family office experience at Mutual Trust to help the firm meet the needs of its HNW clien...

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....

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....

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...

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

So we are now underwriting criminal scams?...

5 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 2 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

1 week ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

3 weeks 1 day ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

1 week 5 days ago