Volume 9 Number 3

Volume 9 Issue 3

Investment

MICHAEL BLAKENEY , PATRICK HAYDEN | Comments | FRIDAY, 13 NOV 2020

Many economists, much better positioned than we are, have provided forecasts on the future prospects of the global economy. Our simplified analysis leads us to believe that it is very possible that the ... ... Read more

Value is a philosophy, not a factor

RICHARD PZENA | Comments | MONDAY, 21 DEC 2020

Value investing is dead. Or so, the authors of a recent academic paper titled 'Explaining the Recent Failure of Value Investing' would have us believe. They claim value investing has detracted from returns ... ... Read more

Technology

Cybersecurity risks family enterprises and offices face during COVID-19

HELENA ROBERTSSON | Comments | FRIDAY, 18 SEP 2020

Cyberattacks are accelerating as criminals and other threat actors seek to exploit the disruption caused by the coronavirus (COVID-19) pandemic. Businesses have scrambled to implement sweeping remote ... ... Read more

Philanthropy

Choosing the right social enterprise structure

REGIE GARDOCE | Comments | FRIDAY, 13 NOV 2020

Traditionally, businesses are set up to make a profit. Not-for-profits are set up to do social good. But what if the objective is to do both? Social enterprises sit right in the middle of this spectrum-they ... ... Read more

Purpose and profit

SOPHIE RENTON | Comments | MONDAY, 21 DEC 2020

This paper comprises an extract from McCrindle's The Australian Communities 2020 report, based on the results of respective online surveys of Australian charity workers and those who had given to a charity ... ... Read more

Taxation & Estate Planning

Trusts at risk of incorrect distributions with significant tax consequences

ALEXIS KOKKINOS | Comments | FRIDAY, 18 SEP 2020

Understanding the definition of 'income' for trusts has always been important. However, for 30 June 2020, it has been more critical than ever due to the coronavirus (COVID-19) pandemic. The Australian ... ... Read more

Compliance

Good faith in franchising

ANA HAARSMA | Comments | FRIDAY, 9 OCT 2020

The Franchising Code of Conduct (Franchising Code) is set out in schedule 1 to the Competition and Consumer (Industry Codes-Franchising) Regulation 2014. The Franchising Code includes an obligation ... ... Read more

Family Office Management

The entitlement trap

DANIEL BERICK | Comments | FRIDAY, 9 OCT 2020

Recognising and taking steps to address the 'entitlement trap' is a challenge that is as old as the family unit itself. The problems that can be caused within a family unit by the entitled child of privilege ... ... Read more

Latest News


UHNWs see net zero as business opportunity ELIZABETH MCARTHUR The super-rich are committed to addressing climate change, especially when there's a profit to be made in the process.	How wealthy families protect assets no matter what ELIZABETH MCARTHUR The wealthiest families in the world have mastered the art of asset protection through generations, even in the face of unpredictable and unprecedented events like the current pandemic.

Fairfax family office awards mandate ELIZABETH MCARTHUR Marinya Capital, the John Fairfax family office, has selected an investment data provider.	Significant drop in charitable giving ELIZABETH MCARTHUR According to the inaugural JBWere NAB Charitable Giving Index, Australians are giving less - possibly due to the pandemic.

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Art and money

TIM OLSEN

Tim Olsen opens up on his sense for business and his investments, something he is at times reticent to discuss given the complex relationship between art and money. Elizabeth McArthur writes.

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Jack Nelson Portfolio Manager Stewart Investors	John Dyall Head of Investment Research Rainmaker Information	Sonia Cruz Head of Licensing The Fold Legal	Rajmohan Krishnan Principal Founder & Managing Director Entrust Family Office
Emerging markets, ESG and family offices	ESG analysis is a tricky road	Know your client money rights and rules	How family offices meet the unique needs of Indian expats
The rise of environmental, social and governance (ESG) investing has pushed awareness of these issues in front of institutional family offices across ...	One of the many questions surrounding ESG investment options is whether they provide superior investment returns. It's not a trivial question, but like ...	Australian Financial Services (AFS) licensees holding client money are on ASIC's radar, with a particular focus on intermediaries demonstrating high financial ...	With over 18 million Indians living in different countries across the globe, India boasts of the largest expatriate community in the world. Most Indians ...
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Volume 9 Issue 3

Latest News

Videos

More from FS PrivateWealth

Cover Story

Expert Feed

Emerging markets, ESG and family offices

ESG analysis is a tricky road

Know your client money rights and rules

How family offices meet the unique needs of Indian expats

Industry Events

Your Opinion

Do you expect your portfolio to align with a two degrees celsius climate change scenario?

More from FS Private
Wealth