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
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
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
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
The number of ultra-high-net-worth individuals worldwide climbed by almost 10% last year despite the ongoing pandemic, new Knight Frank research shows.
Coterie Capital has invested in a wealth management platform that has grown to $10 billion in funds under administration.
KPMG alumni Michelle De Lucia, Dominic Pelligana and Andrew Muscara have launched Lineage Group, a new Australian advisory firm specialising in working with successful business families.
BNY Mellon's inaugural Global Family Office Survey shows 77% of family offices are engaging with cryptocurrencies while those already invested plan to up their exposures.
M.H. CARNEGIE & CO. PTY LTD
M.H. CARNEGIE & CO. PTY LTD
Venture capitalist Mark Carnegie was born into a wealthy and successful family and is attune to his exceptional privilege. Here he shares with Elizabeth McArthur his investing philosophy, philanthropic work and why he thinks the smart money is in cryptocurrency.
Square pegs in round holes? The rise in the use of alternative assets is demanding a rethink of ownership models by financial advisers and their higher ...
As countries around the world focus on a more sustainable future, people are also looking to make sustainable changes in their lives, including how they ...
For all the uncertainty over the last two years with the pandemic, investment markets across the world had performed very well. However, 2022 is already ...
The question is, "I want to create a discretionary trust for myself, fiancé and our future children, but do we pay tax when the income is ...