Communications & Marketing  NALIKA NANAYAKKARA | 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. Read more Trust & Corporate Services  LINDA BEIDLER-D'AGUILAR | 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 examines here the opportunities afforded by the ... Read more Philanthropy  KERRI MAST | 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 the next generation. These benefits are relevant regardless ... Read more Investment  MARCIO BORGORICIN | 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 have a business background in property or property-related ... Read more  ROBERT STEWART | 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 (or below) the benchmark return. The difficulty ... Read more |
Latest News
Family office investment lead joins TCorp
One of Australia's oldest family offices is farewelling its head of investment who plans to join TCorp in the new year.
Perpetual reveals decade of philanthropy insights
Perpetual, for the first time, has laid bare a decade's worth of data, unveiling insights into the philanthropic and charity sectors.
Mutual Trust merges with CMS Private Advisory
Multi-family office Mutual Trust merged with CMS Private Advisory to meet an uptick in demand from South Australian clients.
Asena Family Office adds chief investment officer
The local arm of the US-based Asena Family Office has snared the high-profile John Likos as its investment chief.
Further Reading
Cover Story
Hyper focused on change
JOHNNY KAHLBETZER
CHIEF EXECUTIVE OFFICER
KAHLBETZER INVESTMENTS PTY. LTD
CHIEF EXECUTIVE OFFICER
KAHLBETZER INVESTMENTS PTY. LTD
It's widely accepted though oft-debated that two seemingly contradictory things can be true at the same time. Take Johnny Kahlbetzer's approach at Twynam Group, for instance. It's true that Kahlbetzer believes ESG to be "fluffy bullshit" - it's also true that he is a very active ESG investor.
Expert Feed
Investing for impact loses some appeal, more education needed
While the appeal of impact investing declined in 2023, with investors generally less willing to give up returns in order to make an impact through investing ...
Family office use of wealth manager predictions
As part of my role on the investment committee for various family offices, I regularly interact with wealth managers.
Succession planning for family businesses
The greatest wealth transfer in history-from Baby Boomers to younger generations-is underway.
Why affluent families are flocking down under
Australia has regained the top spot in New World Wealth's 2023 list of destinations forecast to enjoy the highest net inflows of high-net-worth individuals ...
