Latest News

HNWI collecting activity stoops: Knight Frank

Despite a slew of record-breaking sales, luxury investment markets weakened in 2023, according to the Knight Frank Luxury Investment Index (KFLII).

Global economy to grow at a slower positive rate

Members of the Wigmore Association family office network, including Mutual Trust head of investment solutions Simone Rouse, believe that the global economy will continue to expand in 2024, albeit at a slower pace than in 2023.

US family office launches Australian arm

The Asena Family Office (Asena) has officially set up shop down under, merging with Melbourne-based boutique family office and asset management firm Giles Wade.

Twynam Group targets US$50m for new fund

The Kahlbetzer family office's investment arm is seeking to raise $50 million for a new fund that focuses on companies with technology capable of reducing carbon emissions.

Latest White Papers

Family offices and B Corps

LEE TONITTO   Family offices are private companies that manage investments and wealth for ultra-high-net-worth (UHNW) individuals and families.

Wills and 'the guilt of giving'

LARISA KAPUR   A Will should be structured in a way that reflects your personal wishes, not the expectations of those around you.

A compelling time for middle-market buyouts

ANDREW SCHARDT   In most contexts, the middle seat is perhaps one of the most loathed places to be.

What is a buy-write option strategy?

JOHN COKER   A buy-write option is a strategy that involves an investor buying a stock and at the same time selling a call option on it.

Technologies fighting climate change and biodiversity loss

TOM ATKINSON   The Earth's biodiversity is deteriorating at an alarming rate, causing damage not only to the natural world but to wider society and the global economy, which often relies upon it as a resource used directly by people and business.

Tokenisation: reducing costs and building alpha for tomorrow

ADAM BELDING   Asset managers had a difficult 2022.Calastone's Fund flows: Fighting the bear report found that 2022 saw record fund outflows across the globe, with funds seeing the biggest fall in assets under management (AUM) since the Global Financial Crisis.

Setting up a family trust in Australia

ANSHU LUKKA   Family trusts are a powerful legal tool to help protect assets, preserve private family wealth across generations, and provide tax advantages.

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 ...

Top 10 mistakes of the Australian non-profit investor

DAVID KNOWLES   This paper is intended to help people who have taken up the challenge and responsibility of investing money for the benefit of the others.

How NFPs can develop a strategy in a changing landscape

MARK HARRISON   In February 2022, Pitcher Partners surveyed senior professionals at not-for-profit (NFP) organisations to develop a deep understanding of the sector.

New franking credit and capital loss rules

MUHUNTHAN KANAGARATNAM   The Federal Government (Government) has introduced a Bill to change the tax treatment of off-market share buy-backs (where a company directly repurchases shares from its shareholders and cancels them) by listed public companies.

Managing wealth transfer in a blended family

DAMIEN OTTO   Families come in all shapes and sizes, each with their own dynamics and challenges.

Charitable foundation and private ancillary fund management

ANDREW ANDREYEV   You have just established a charitable foundation or been appointed as a director of a newly registered private ancillary fund (PAF).

Unfair contract terms law changes

RACHELLE HARE   It is illegal to include an unfair contract term in a consumer or small business standard form contract, and the courts now have the power to impose serious financial penalties for businesses (and individuals) who breach these laws.

How to short-circuit family office disputes

ROBIN DODOKIN   Early preventative measures can save time, reduce costs and preserve much-needed family unity.

The largest family enterprises

HELENA ROBERTSSON   The 2023 EY and University of St.Gallen Family Business Index, based on a global ranking of 500 family-owned businesses according to their revenues, reveals the largest family enterprises are growing faster than the global economy.

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.