Latest News
Latest research from digital consultant Capgemini shows Australia's high-net-worth individual (HNWI) population is growing, with more than 20,000 Aussies joining the fold in 2017.
Latest family business research from KPMG shows that business families with high socio-emotional wealth are more likely to keep control of the business within the family.
Macquarie Group is consolidating its private bank and private wealth businesses to concentrate its growth strategy on high net-worth (HNW) clients, a move it expects to affect advisers.
High-net-worth investors, particularly the growing Asian cohort, have boosted the global art market by 12% after two years of decline.
Latest White Papers
JONATHAN STEFFANONI   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.
RANDAL JENNEKE   When thinking about investing in Australian equities, it helps to consider the global context. Read on to discover how headwinds in the local economy are potentially being offset ...
QIC LIMITED   Active and passive investing are complementary, not at loggerheads. They serve different purposes within portfolios.
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 ...
PHIL BANAS   Wealth management in the age of the iPAD Here I am on a crowded commuter train travelling home from the city, crushed up against a fat guy (who is probably thinking the same thing) ...
MODORAS ACCOUNTING   In this article, we investigate the pros and cons of passing your business on to your kids. The statistics are certainly interesting.
BETH KANTER   Today's non-profit marketers must be experts in learning how to shift their organizational culture towards a culture of philanthropy.
SHAMAL DASS   This paper will recap the current non-profit landscape, build a case for scaling around impact and provide a framework for Boards to think about their own organisation and the ...
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 ...
JONATHAN HOYLE   The purpose of this will and estate planning guide is to help you prepare for the smooth transition of your wealth to your beneficiaries.
MARIA LUI   This paper details the Labor party's proposal on the taxation of discretionary trusts, including how it affects the current environment for trusts and the potential impact.
RACHEL CRAZE   As the ownership of family assets transitions from the founder to a 'partnership of siblings' and ultimately to a 'confederation of cousins,' the way that families ...
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