Latest News
KANIKA SOOD
In a research note sent to clients, Morgan Stanley Wealth Management's Nathan Lim shared the four Australian ETFs the firm prefers over the rest.
KANIKA SOOD
Jeff Chapman, whose net worth is pegged at more than $800mn, speaks to Financial Standard about his family office investments including Bennelong Funds Management, and generosity.
KANIKA SOOD
The world is only six years away from welcoming its first trillionaire, according to a new study that looked at the private wealth of the world's richest denizens.
KARREN VERGARA
A new report finds the majority of Australian millionaires are cautious investors and prefer to leave their wealth in cash rather than risk capital erosion.
Latest White Papers
DESIREE LUCCHESE   In a 1970 article in the New York Times magazine, Nobel Laureate and late University of Chicago professor Milton Friedman pronounced that the social responsibility of business ...
IAN WOODS   AMP Capital's Ian Woods asks whether it's okay to exclude companies purely on ethical grounds.
ROB STEWART   Seasoned investors understand that returns are a function of both beta and alpha. Beta being the component of returns derived from the benchmark return and alpha being returns ...
MARCIO BORGORICIN   Real estate continues to be a core feature of families' investment portfolios globally. The opportunities for capital preservation and wealth creation, along with the fact ...
ERIKA JONSSON   We all hope that when we've finished our working life, we can retire in comfort. However, the reality for many people, especially women, is very different. While women's participation ...
MARK WIGHTMAN   Family offices, including both single family offices, as well as multi-family offices, offer a broad range of services to high net-worth individuals and families, ranging from ...
LINDA BEIDLER-D'AGUILAR   Family offices are generally recognised as integral to the cohesive and coherent management of a family's diverse business interests in tandem with its domestic and personal ...
PHILIP DE HAAN   Discretionary trusts are often established with tax issues in mind. However, there is more to discretionary trusts than tax. This article discusses the family law issues associated ...
KERRI MAST   Philanthropy has a significant role in the overall planning picture for many families and can have a number of benefits, such as tax benefits, life satisfaction and the opportunity ...
DAVID KNOWLES   In a must read for philanthropists, Koda Capital marries existing research with its own insights to piece together a detailed picture of how Australians donate.
STUART SHEARY   Employees approaching retirement can have significant leave entitlements. This unused leave can be in the form of annual leave, long service leave and sick leave. Retiring employees ...
YVONNE CHU   With the introduction of the new super reforms, it is time to revisit the key differences and considerations when deciding whether to have an automatically reversionary nomination ...
CRAIG ISKOWITZ   When it comes to multifamily offices, single family offices, and ultra-high net worth divisions of large wealth management organizations they tend to be torn between two questions ...
PETER WHITEHEAD   Focusing on the purpose of family wealth and what matters most about being a successful family is an extremely valuable exercise. It facilitates many catalysts for clear roadmaps ...
NALIKA NANAYAKKARA   Shifting client demographics and preferences, as well as a flood of new digital offerings, are driving clients around the world to reconsider their wealth management relationships.
WEALTH-X *   The significance of women to the wealth management sector is exponential. Now more than ever, women create and control a massive amount of wealth globally, making them an essential ...
Link to something kyMX05Qr