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


Liberman firm backs non-bank lender KANIKA SOOD A Liberman family investment company has topped up its investment in a small bank lender.	Heine family sells Netwealth shares KANIKA SOOD The Heine family took advantage of Netwealth's strong results and buoyant share price yesterday to sell down about $76 million worth of shares in the company -- a tiny sliver of their expansive holding.

Morgan Stanley duo establishes advice boutique KANIKA SOOD Two former Morgan Stanley financial advisers have started a new private wealth firm focused on HNW and UHNW clients.	Mixed results at Bjelke-Peterson estate sale ELIZABETH MCARTHUR A Lloyds auction of the estate of controversial former Queensland premier Joh Bjelke-Peterson produced mixed results.

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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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Anna Hacker National Manager Australian Unity Personal Financial Services	Justin Tyler Director Daintree Capital	Mervin Reed Director Tasmanian Private Wealth Advisers	Simon Duckett Adviser Koda Capital
How to safeguard your estate	Positioning portfolios for a late cycle environment	The life insurance industry in Australia is in trouble	Ten investment lessons for non-profits (Part two)
If you live in New South Wales or have assets connected with that state, your estate can be susceptible to a notional challenge after you pass away. Writing ...	As Rudy Dornbusch said in 1997: "None of the U.S. expansions of the past 40 years died in bed of old age; every one was murdered by the Federal Reserve." ...	The Royal Commission's recommendation that life insurance sales should not be rewarded with a commission or a payment from the product provider to the ...	September 15 marked marked the 10th anniversary of the collapse of US investment bank Lehman Brothers and the onset of the Global Financial Crisis (GFC).
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