Latest News

More UHNWIs than ever: Report

The number of ultra-high-net-worth individuals worldwide climbed by almost 10% last year despite the ongoing pandemic, new Knight Frank research shows.

Coterie invests in wealth platform

Coterie Capital has invested in a wealth management platform that has grown to $10 billion in funds under administration.

KPMG family business consultants launch advisory firm

KPMG alumni Michelle De Lucia, Dominic Pelligana and Andrew Muscara have launched Lineage Group, a new Australian advisory firm specialising in working with successful business families.

Family offices embrace crypto: BNY Mellon

BNY Mellon's inaugural Global Family Office Survey shows 77% of family offices are engaging with cryptocurrencies while those already invested plan to up their exposures.

Latest White Papers

AS8001: Fraud and Corruption Control

ADAM SIMMS   The AS8001 standard was created to provide guidance on corporate governance around fraud and corruption issues due to some large global corporate collapses at the time. AS8001 was one of five standards released to guide boards and senior management in minimising fraud and corruption risks.

Lead the conversation to lead change

SOPHIE RENTON   This paper comprises an extract from McCrindle Research's Australian Communities Report: Understanding Australian givers to maximise the impact of NFPs.

Listed investment companies: fact, fiction and future

ANGUS GLUSKIE   There has been much debate in the press of late about listed investment companies (LICs). The LIC and trust sector contains some of the largest, lowest-cost, most reliable, trusted and long-lasting investment vehicles that can be access by both retail and sophisticated investors.

Is property really an inflation hedge?

SHAMEZ ALIBHAI   The way investors thought about hedging inflation changed dramatically in 1977. Until then, it had been broadly accepted that equities provided decent protection against the damaging impact of inflation on portfolio real returns.

Hydrogen: Its role in energy transition and investment portfolios

NATASHA THOMAS   Hydrogen is increasingly seen as a crucial element to achieving net zero carbon emissions. However, there are different types of hydrogen and to take advantage of market trends, it is important to know the difference.

Digital asset regulation in Australia

JEFF YEW   The unprecedented influx of demand for digital asset investments has exposed limitations in Australia's existing regulatory framework.

Family office: Substance and robust governance

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 affairs, and this article examines here the opportunities afforded by the establishment of such offices, the substance and ...

Discretionary trusts and family law

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

When is the best time to share your wealth?

SHAMAL DASS   When you choose to contribute your wealth to society, you want to make sure it has the greatest possible impact. Deciding when and how to pass it on is a huge part of that.

Meeting the unique investment needs of NFPs

GRANT MUNDELL   In today's low-interest-rate environment, finding ways for not-for-profits (NFPs) and charitable trusts to meet the needs of their beneficiaries while managing risk requires a specialist approach.

Staying future focused

VICTORIA LINDORES   When death or divorce come unexpectedly, and your focus is on preserving your own physical and mental health and that of loved ones, it is normal for financials to become deprioritised.

When you've seen one blended family-you've seen one blended family

BRIAN HOR   Many lawyers talk about 'blended families' as if they are all pretty much the same. Like, if you have seen one, you have seen them all. But that is not the case.

The 2021 ISDA Interest Rate Derivatives Definitions

LOUISE MCCOACH   On 4 October 2021, the 2021 International Swaps and Derivatives Association (ISDA) Interest Rate Derivatives Definition (2021 Definitions) succeeded the 2006 ISDA Interest Rate Derivates Definitions (2006 Definitions) as the market standard definitional book for over-the-counter interest rate derivatives ...

What is a binding financial agreement?

JOHN BUI   Due to the influence of American television, most people have heard of a pre-nuptial agreement or 'prenup', but surprisingly many have not heard of a 'binding financial agreement'.

COVID-19 and Australian middle-market businesses: Impacts and opportunities

GAVIN DEBONO   This paper comprises extracts from Pitcher Partners' second Business radar: understanding the businesses that drive Australia's economy report. The report presented findings from study commissioned early 2021 and undertaken by research consultancy Forethought into Australia's middle-market businesses.

Trust and understanding in families

BARCLAYS   With a huge transfer of wealth between generations fast approaching globally, Barclays Private Bank commissioned research to investigate the relationships between generations of wealthy families, and the factors that influence the effective transfer of family businesses.

Growing your HNW client base

NETWEALTH INVESTMENTS   This paper is based on excerpts from Netwealth's The Advisable Australian 2022= The Established Affluent, building your high-net-worth vale proposition report. The report delves into the financial and broader attributes of the "Established Affluent" - those high-net-worth (HNW) Australians ...

Turning client switching into an opportunity

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.