Volume 8 Number 3

Volume 8 Issue 3

Investment

ROB STEWART | Comments | FRIDAY, 15 NOV 2019

Seasoned investors understand that returns are a function of both beta and alpha. Beta being the component of returns derived from the benchmark return and alpha being returns generated over and above ... Seasoned ... Read more

Avoiding unintended equity risk

MARCIO BORGORICIN | Comments | FRIDAY, 18 OCT 2019

Real estate continues to be a core feature of families' investment portfolios globally. The opportunities for capital preservation and wealth creation, along with the fact that these families often ... Real ... Read more

Trust & Corporate Services

Family office: Substance and robust governance

LINDA BEIDLER-D'AGUILAR | Comments | FRIDAY, 16 AUG 2019

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 ... Family ... Read more

Philanthropy

Please pass the values: using philanthropy to communicate what matters the most

KERRI MAST | Comments | FRIDAY, 18 OCT 2019

Philanthropy has a significant role in the overall planning picture for many families and can have a number of benefits, such as tax benefits, life satisfaction and the opportunity to pass values to ... Read more

Communications & Marketing

Attracting high net worth clients: Women and wealth management

WEALTH-X * | Comments | FRIDAY, 12 JUL 2019

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 target for wealth ... Read more

Turning client switching into an opportunity

NALIKA NANAYAKKARA | Comments | FRIDAY, 13 SEP 2019

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. According to our recent ... Shifting ... Read more

Latest News


HNW platform adds Europe ESG strategy KANIKA SOOD \| 12:43PM Stropro is offering wholesale investors access to a Societe Generale indexed strategy that includes 43 companies expected to benefit from Europe's transition to cleaner energy.	Citi expands fixed income offering for wholesale KANIKA SOOD Citi Australia is offering wholesale clients access to high-yield bonds, hybrids and capital notes, as it expands its fixed income services.

Crestone revenue up 12% to $120.5m KANIKA SOOD Crestone Wealth Management reported revenue of $120.5 million for FY20, as it added $1 billion in net new client money and nine new advisers during the year.	Magellan chief backs health startup KANIKA SOOD When it comes to investing his own money, Magellan's chief executive Brett Cairns likes to go back to his roots in science.

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Cover Story

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Paddock to Pitt Street

ROBERT MILLNER
CHAIRMAN
CONTACT ASSET MANAGEMENT PTY LIMITED

Robert Millner exercises immense influence in corporate Australia as the chair of Washington H. Soul Pattinson. He speaks to Kanika Sood about what's next for the business and how his family invests.

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Expert Feed

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Jamal Bakalian Solicitor Streeterlaw	Kanika Sood Senior Journalist Rainmaker Information	Catherine Chivers Senior manager, Strategic Advice Perpetual Limited	Paul Barrett Co-Founder Absolute Wealth Advisors
When friends become family	Lessons for endowments from COVID-19	Three tax tips for inheriting property	Are you ready for a high net wealth divorce?
When we think of family provisions claims that are made against a deceased person's estate, we often think of the sister who was left out of the will ...	The COVID-19 pandemic and accompanying volatility is forcing endowments to rethink how they invest, govern and grant. Kanika Sood reports on the latest ...	Inheriting property has the potential to significantly change your life - so make it count! In this article Perpetual Private senior manager of strategic ...	COVID 19 is driving up divorce rates across the country and family law offices expect the numbers to keep surging over the coming months. High net worth ...
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