Volume 1, Issue 2

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