FS Private Wealth - Volume 3 Number 1

Volume 3 Issue 1

Philanthropy

Leaving a lasting legacy is easier than you think

TABITHA LOVETT | Comments | WEDNESDAY, 21 MAY 2014

There is a saying in philanthropic circles that if you have met one philanthropist you have met one philanthropist. This idea recognises the unique ... Read more

Rewards and benefits of private ancillary funds

ANTONIA RUFFELL | Comments | WEDNESDAY, 21 MAY 2014

A growing number of individuals and families are taking a more strategic approach to their philanthropy. Instead of making multiple, ad hoc donations ... Read more

Family Office Management

Building a family office with outcomes in mind

JEFF STEINER | Comments | WEDNESDAY, 21 MAY 2014

We are often asked "how much money do you need before you establish your own Single Family Office?" The short answer, as with many questions ... Read more

Sustaining family weatlh across generations: The rise and fall of family wealth

IAN GILLIES | Comments | WEDNESDAY, 21 MAY 2014

Single and multi-family offices both have the same goal - ensuring the family maximise and protect their wealth. Most successful family owned ... Read more

Determining Servicing Priorities: The Make-or-Buy Dilemma

PETER ENGLISCH | Comments | WEDNESDAY, 21 MAY 2014

Even the largest family office in terms of assets under management will need to assess whether or not to outsource services. Outsourcing certain ... Read more

Technology

Automating The Family Office: Solutions for Enhanced Reporting

MARK WIGHTMAN | Comments | WEDNESDAY, 21 MAY 2014

Family offices, including both single family offices, as well as multi-family offices, offer a broad range of services to high net-worth individuals ... Read more

Taxation & Estate Planning

Capital idea: Consider using economic exposure to map portfolios instead of country domicile

PAUL HENNESSY | Comments | WEDNESDAY, 21 MAY 2014

In an integrated world economy, traditional investment approaches that define geographic mandates based on a company's country of domicile are becoming ... Read more

Harmony and a Fair Share of Assets are Key to Family Business Succession

RICHARD SHRAPNEL | Comments | WEDNESDAY, 21 MAY 2014

Business succession is not about retirement or getting the best price for your business, it's about passing on a viable business, keeping people in ... Read more

Investment

Absolute Return: A Diversifier to Traditional Fixed Income Portfolios

BEN STEINER | Comments | WEDNESDAY, 21 MAY 2014

Why absolute return makes sense now The current interest rate environment presents an inflection point for investors: anticipating that interest rates ... Read more

Against the grain

MARK SMITH | Comments | WEDNESDAY, 21 MAY 2014

Mark Smith speaks to Kerr Neilson on his views about managing wealth, philanthropy, Chinese art and his contrarian approach to investing. The Neilson ... Read more

Latest News


Should high-income earners pay charity levy? DARREN SNYDER Academics have proposed a new system to better distribute Australia's wealth - one which would see high-income earners pay a charity levy.	Family offices maintain equity allocations: Study DARREN SNYDER Latest research shows less than one-third of family offices are using quantitative models to determine asset class allocations and position sizes. At the same time, equity allocations remain unchanged.

Aussie HNWI population grows: Capgemini HARRISON WORLEY Latest research from digital consultant Capgemini shows Australia's high-net-worth individual (HNWI) population is growing, with more than 20,000 Aussies joining the fold in 2017.	Socio-emotional wealth key to keeping business in the family: KPMG HARRISON WORLEY Latest family business research from KPMG shows that business families with high socio-emotional wealth are more likely to keep control of the business within the family.

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Cover Story

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Point of difference

MARK LANDAU
JOINT MANAGING DIRECTOR & PORTFOLIO MANAGER
L1 CAPITAL PTY LTD

To L1 Capital co-founder and chief investment officer Mark Landau, success in funds management is all about knowing your value proposition.

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Expert Feed

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Seraina Grunig

Communications Intern

FS Private Wealth

Our next investment: why millennials matter

Identified as a Supertrend by Credit Suisse, millennials' values are key when discussing investment opportunities. Characterized unlike any other generation ...

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Nick Sladen

Equity Analyst, Australian Equities

FS Private Wealth

Amazon is here: now what?

After a highly publicised build-up and surprising the market by not launching for the 'Black Friday' and 'Cyber Monday' sales1, online retail giant, Amazon ...

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Christopher Page

Managing Director

FS Private Wealth

Game of thrones

Passing the torch to the next generation is an important step in the family office journey, but it shouldn't be done without careful consideration. Family ...

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John Dyall

Head of Investment Research

FS Private Wealth

Geiger counter hits the hot zone with ESG fund

Normally the "hot fund" Geiger counter registers well before a fund appears at the top of the performance tables. Not so with the Generation Wholesale ...

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Industry Events

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