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


Australia's wealth takes half trillion hit HARRISON WORLEY Latest research shows Australia lost close to half a trillion dollars in wealth at the end of 2018.	L1 eyes $70m for UK property fund KANIKA SOOD L1 Capital's latest UK residential property fund is expecting to raise between $60 million and $70 million as financial planning groups and rich investors hunt opportunities for attractive yields.

Crestone builds investment team KANIKA SOOD The private wealth firm with $17 billion in assets under management has hired from JANA and Morningstar as it builds out its investment team.	Pinnacle partners with former Blue Sky executives KANIKA SOOD Pinnacle Investment Management has taken a stake in a new boutique set up by former Blue Sky executives, after it withdrew its bid to take over management of the Blue Sky Alternatives Access Fund last year.

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Cover Story

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The long game

LISA GEORGE
GLOBAL HEAD
MACQUARIE GROUP FOUNDATION

The Macquarie Group Foundation is set to give out the largest philanthropic award in its history. Its global head Lisa George spoke to FS Private Wealth about how the company leverages its resources to affect long-lasting change.

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Expert Feed

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Anna Hacker

National Manager

FS Private Wealth

How to safeguard your estate

If you live in New South Wales or have assets connected with that state, your estate can be susceptible to a notional challenge after you pass away. Writing ...

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Justin Tyler

Director

FS Advice

Positioning portfolios for a late cycle environment

As Rudy Dornbusch said in 1997: "None of the U.S. expansions of the past 40 years died in bed of old age; every one was murdered by the Federal Reserve." ...

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Mervin Reed

Director

FS Advice

The life insurance industry in Australia is in trouble

The Royal Commission's recommendation that life insurance sales should not be rewarded with a commission or a payment from the product provider to the ...

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Simon Duckett

Adviser

FS Private Wealth

Ten investment lessons for non-profits (Part two)

September 15 marked marked the 10th anniversary of the collapse of US investment bank Lehman Brothers and the onset of the Global Financial Crisis (GFC).

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Industry Events

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MAY

Financial Standard Best Practice Forum - Exchange Traded Funds

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28-30

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Investment Data Management, Analytics & Technology Forum

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JUN

12-14

UNIT PRICING 2019 FORUM in Sydney

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JUN

MAX: Marketing Advertising and Sales Excellence Awards

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