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Volume 10
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Latest News

More UHNWIs than ever: Report

CHLOE WALKER
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

KARREN VERGARA
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

CHLOE WALKER
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

CHLOE WALKER
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.

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Cover Story

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Out with the old

MARK CARNEGIE
FOUNDING PARTNER
M.H. CARNEGIE & CO. PTY LTD
Venture capitalist Mark Carnegie was born into a wealthy and successful family and is attune to his exceptional privilege. Here he shares with Elizabeth McArthur his investing philosophy, philanthropic work and why he thinks the smart money is in cryptocurrency.
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Mark Papendieck
Chief Revenue Officer
Integrated Portfolio Solutions Pty Ltd

The rise of alternative assets

Square pegs in round holes? The rise in the use of alternative assets is demanding a rethink of ownership models by financial advisers and their higher ...
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Emma Sakellaris
Chief Executive Officer
Foresters Financial

Investment bonds lining up with values

As countries around the world focus on a more sustainable future, people are also looking to make sustainable changes in their lives, including how they ...
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Dion Guagliardo
Managing Partner
Fortress Family Office

10 themes for 2022

For all the uncertainty over the last two years with the pandemic, investment markets across the world had performed very well. However, 2022 is already ...
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Brett Davies
Partner
Legal Consolidated Barristers & Solicitors

When do we pay tax in a family trust?

The question is, "I want to create a discretionary trust for myself, fiancé and our future children, but do we pay tax when the income is ...
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Industry Events

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Best Practice Forum on Exchange Traded Products 

JUN
9

MAX: Marketing, Advertising and Sales Excellence Awards 

JUN
15

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JUL
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Advisers Big Day Out - Cairns 

JUL
21

Advisers Big Day Out - Sunshine Coast 

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