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

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 1 day ago

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

9 months 1 week 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 ago

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

9 months 2 weeks ago