Volume 9 Number 1

Volume 9 Issue 1

Ethics & Governance

Cognitive biases in ethical decision-making

PAUL SILLS | Comments | FRIDAY, 17 APR 2020

Most people consider themselves rational, openminded thinkers, making ethical decisions in an objective, non-biased fashion. Sadly, that is rarely true as we are all susceptible to a multitude of cognitive ... Most ... Read more

Investment

The rupee as a diversifier

MUGUNTHAN SIVA | Comments | FRIDAY, 14 FEB 2020

Australian investors generally have significant exposure to the AUD (locally based investments like Australian-based shares, property, infrastructure, fixed income and cash. The other currency to which ... Australian ... Read more

Investors' increasing allocations to unlisted infrastructure

NICOLE CONNOLLY | Comments | FRIDAY, 13 MAR 2020

Record-low interest rates and the increasingly uncertain equity market outlook are prompting many investors to seek new ways to generate reliable income returns. One beneficiary of this interest is unlisted ... Record-low ... Read more

A boat of one's own

KANIKA SOOD | Comments | FRIDAY, 17 APR 2020

With close to 60,000 kilometres of coastline and spots such as the Whitsundays and Hamilton Island, it's hard to fault an Aussie who has made some money and now wants to buy a boat. Over two million ... Read more

Strength in relationships

DAVID ARCAUZ | Comments | FRIDAY, 17 APR 2020

Amid fierce competition in the private equity industry, forging solid relationships is pivotal in order to stay, according to Flexstone Partners managing partner David Arcauz. Over the last 20 years ... Amid ... Read more

Technology

CRM systems and financial advice

DYLAN NAVRA | Comments | FRIDAY, 14 FEB 2020

Every adviser is acutely aware of their mounting administration burden. Not only do advisers have to provide sound advice, they must also show how and why they have provided it. To do this manually for ... Every ... Read more

Philanthropy

Best practice principles in philanthropy

CAITRIONA FAY | Comments | FRIDAY, 15 MAY 2020

There is much to mull over in what has been another 12 months of scrutiny for 'big' philanthropy internationally. Much of that attention has focused on the decision-makers, their power and what they ... Read more

Taxation & Estate Planning

Wealth management after liquidity events

SEAN ABBOTT | Comments | FRIDAY, 13 MAR 2020

The total or partial sale of a privately held business - also known as a 'liquidity event' - is usually the culmination of years of hard work, considered risk taking, determination and tremendous ... The ... Read more

Latest News


US surpasses Asia Pacific for HNWI growth ELIZABETH MCARTHUR For the first time in eight years, more high net worth individuals (HNWI) emerged in North America than in the Asia Pacific region.	New private trades platform for family offices KANIKA SOOD Hedge fund billionaire Paul Tudor Jones backed ShareNett Holdings is partnering with Clearlist Holdings to develop a platform for family offices to transact in private markets securities.

Family office backs fixed income fintech KANIKA SOOD It's back to his roots for Kapstream Capital's retired co-founder Kumar Palghat, as his family office takes an equity stake in a new fixed income execution fintech.	AMP Foundation offers $2m for COVID-19 recovery KANIKA SOOD AMP's corporate philanthropic foundation is offering $2 million in grants for non-profits working to meet COVID-19's challenges in the community.

Videos

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Will infrastructure be the centrepiece by which governments stimulate their economies

Does ESG Investing come at the expense of returns?

Integrating sustainability in your core equity portfolios

Regulatory Update and ETF Popularity Analysis

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Read the latest news and white papers. Get the FS Private Wealth Monthly Newsletter.

Cover Story

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Bringing it home

KUMAR PALGHAT
CO-FOUNDER
KAPSTREAM CAPITAL PTY LIMITED

Kumar Palghat made his millions as a star fund manager, first at PIMCO and then at his Sydney boutique Kapstream Capital. Nearly a year after announcing his retirement, he's turning his investment prowess towards managing his family's money. Kanika Sood writes.

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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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Industry Events

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AUG

27-28

Stockbrokers and Financial Advisers 2020 Virtual Conference

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OCT

Best Practice Series: Retirement Income Forum

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AUG

FPA Congress is back - and now it's virtual!

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AUG

FPA Congress is back - and now it's virtual!

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AUG

The role of gold in a diversified portfolio

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