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


Farmland value grows in all states ELIZABETH MCARTHUR For the first time since 2005, every single state in Australia saw the price of farmland increase.	Bill and Melinda Gates to divorce ELIZABETH MCARTHUR Bill and Melinda Gates have filed for divorce and will now set about dividing their US$130 billion fortune.

Lowy-backed Assemby acquires childcare centres ELIZABETH MCARTHUR The Lowy Family Group backed Assembly Funds Management has acquired six early learning centres in North West Sydney.	Kin Group bids to takeover McPherson's ELIZABETH MCARTHUR Family office Kin Group has moved to acquire consumer products and wellness company McPherson's via its subsidiary Gallin.

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Cover Story

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The wellness millionaire

RADEK SALI
CHAIRMAN
LIGHT WARRIOR

Radek Sali joined the ranks of Australia's wealthiest when his former company Swisse Wellness was acquired. The family office investor talks to Kanika Sood on how he invests and the opportunities he sees in 2021.

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Expert Feed

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Peter Townsend Principal Townsend Business and Corporate Lawyers	Elisha Edwin Associate Lawyer Conditsis Lawyers	Jamal Bakalian Solicitor Streeterlaw	Kanika Sood Senior Journalist Rainmaker Information
Mistreated parent and loss of inheritance	Neighbours inherit waterfront estate	When friends become family	Lessons for endowments from COVID-19
Can a child treat his/her parent badly and still expect a share of the parent's estate? This latest case highlights the answer. You don't need ...	In Moore v Aubusson [2020] the plaintiff couple sought a declaration that the defendant executor held the whole of the deceased's estate on trust for ...	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 ...
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