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Hedge fund billionaire Paul Tudor Jones backed ShareNett Holdings is partnering with Clearlist Holdings to develop a platform for family offices to transact in private markets securities.
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It's back to his roots for Kapstream Capital's retired co-founder Kumar Palghat, as his family office takes an equity stake in a new fixed income execution fintech.
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AMP's corporate philanthropic foundation is offering $2 million in grants for non-profits working to meet COVID-19's challenges in the community.
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Regal's Atlantic Absolute Return Fund posted a 14% rise in April, looking up from its -58.6% returns for March and -32% for February.
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PAUL SILLS   Most people consider themselves rational, openminded thinkers, making ethical decisions in an objective, non-biased fashion. Sadly, that is rarely true as we are all susceptible ...
DANIEL BERICK   As is the case with any sophisticated business enterprise, a family office will have a variety of legal needs to address in the course of its operations, and will need legal advice ...
DAVID ARCAUZ   Amid fierce competition in the private equity industry, forging solid relationships is pivotal in order to stay, according to Flexstone Partners managing partner David Arcauz.
KANIKA SOOD   With close to 60,000 kilometres of coastline and spots such as the Whitsundays and Hamilton Island, it's hard to fault an Aussie who has made some money and now wants to buy a ...
DYLAN NAVRA   Every adviser is acutely aware of their mounting administration burden. Not only do advisers have to provide sound advice, they must also show how and why they have provided it.
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 ...
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 ...
CAITRIONA FAY   There is much to mull over in what has been another 12 months of scrutiny for 'big' philanthropy internationally. Much of that attention has focused on the decision-makers, their ...
RHODRI DAVIES   Impact of the US and UK political environments on philanthropy The impact on philanthropy of Brexit, Donald Trump et al. has been felt both directly and indirectly. In terms of ...
SEAN ABBOTT   The total or partial sale of a privately held business - also known as a 'liquidity event' - is usually the culmination of years of hard work, considered risk taking ...
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 ...
PETER PONTIKIS   Single family offices (SFOs) are designed to centralise the management of significant family fortunes in excess of $30-50 million, though overseas experience tends to suggest ...
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 ...
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 ...
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