Investment RICHARD WILSON | MONDAY, 15 OCT 2012 This white paper emphasises the importance of putting fund managers through a rigorous selection process. Choosing the wrong fund manager could result in principal loss, unnecessary lock up of capital, low tax efficiency for an investment strategy ... Read more SHANE GALLIGAN | MONDAY, 15 OCT 2012 Entrepreneurs have the extraordinary effect of shaping the industry they occupy, and as a result, have the contingent effect of generating wealth, creating employment opportunities and inspiring the next generation of entrepreneurs. Read more ANDREW DALRYMPLE | MONDAY, 15 OCT 2012 With Europe immersed in an ongoing crisis and the US economy barely keeping in positive territory, investors are continuing to look for attractive investments in international markets. After a recent indepth research trip to China, it is fair to say ... Read more MARK SOWERBY | MONDAY, 15 OCT 2012 Mark Sowerby, managing director of Blue Sky Alternative Investments, takes a closer look at the Harvard Endowment Fund and compares the US experience on alternative investment with the Australian scenario for both the high end retail and institutional ... Read more JANE WATTS | MONDAY, 15 OCT 2012 BT Financial Group's Jane Watts answer questions on the psyche of high stakes investing. Read more Taxation & Estate Planning LINDA BEERMAN | MONDAY, 15 OCT 2012 Family legacy planning is an opportunity to define, reflect on and express what wealth really means to the family. For most families, it means identifying the core values that make the family who it is. For some, it is an opportunity to groom the family's ... Read more PAUL LUCAS | MONDAY, 15 OCT 2012 All too often the skills and values that created wealth in the first place don't make it through generations. Paul Lucas looks at how to assist the next generation in becoming stewards of the family legacy. Read more Philanthropy ANDREW THOMAS | MONDAY, 15 OCT 2012 In this article Perpetual Private Wealth's Andrew Thomas champions the role of philanthropy in fostering medical research. Read more Technology SEAMUS O'CONCHEANAINN | MONDAY, 15 OCT 2012 Managing director of Foxrock Consulting Séamus Ó Concheanainn looks at the steps needed to move towards the appropriate level of back office sophistication to meet functional needs. Read more Family Office Management ANDREW NOLAN | MONDAY, 15 OCT 2012 Head of Stonehage Family Office division Andrew Nolan exaplins why he thinks the trend towards specialisation among the advisory community has gone far enough. Read more |
Latest News
Alvia scoops up majority stake in ice cream cone maker
|Alvia Asset Partners has acquired a majority stake in Altimate Foods, Australia's largest ice cream cone manufacturer, in partnership with the company's founding Rizzo family.
Family offices favour real estate: Study
The world's richest families love to invest in real estate more than any other asset classes, a new analysis shows, as more than half feature property in their portfolios.
Collectables market reaches $17bn: Report
Australia's booming collectables market has reached $16.8 billion, a new study from eBay Australia shows.
Modern family offices want values aligned, pioneer companies
Family offices of today are aligning their values and principles across all generations to back pioneer companies that will create deep impact and competitive returns, the recent Impact Investment Summit Asia Pacific heard.
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 ...
