Investment STEPHEN MACDONALD | WEDNESDAY, 10 JUN 2015 The term 'Glass Ceiling' is one with wide currency. A Google search of the term delivers over 50 million results. Yet oddly, amongst these, the Oxford Dictionary defines the Glass Ceiling as "an unacknowledged barrier to advancement in ... Read more NICK CREGAN | WEDNESDAY, 10 JUN 2015 Investors often wish to distill the idea of risk into a checklist of financial equations and Greek alphabetical letters, with a view of quantifying the unquantifiable. Risk is popularly defined using financial jargon such as value at risk, volatility ... Read more  GORDON BROWN | WEDNESDAY, 10 JUN 2015 Investors often wish to distill the idea of risk into a checklist of financial equations and Greek alphabetical letters, with a view of quantifying the unquantifiable. Risk is popularly defined using financial jargon such as value at risk, volatility ... Read more MARK SMITH | WEDNESDAY, 10 JUN 2015 With higher fees, lower liquidity and ever-transforming risk profiles, traditional hedge fund strategies are attractive to only a handful of institutional investors. But with fixed income markets serving up negative real returns, the retail market is ... Read more Philanthropy  DAVID KNOWLES | WEDNESDAY, 10 JUN 2015 "What counts, in the long run, is not what you read; it is what you sift through your own mind; it is the ideas and impressions that are aroused in you by your reading" ? Eleanor Roosevelt Read more  JOHN MCLEOD | WEDNESDAY, 10 JUN 2015 Private ancillary funds, or PAFs, started life as part of a Howard government response to improve philanthropy in Australia. Since the first funds were established in June 2001, the number of PAFs has now grown to over 1,200 as of the end of 2014, with ... Read more  GEOFF WILSON | WEDNESDAY, 10 JUN 2015 In an Australian first, Future Generation Global Investment Company Limited (FGG) will provide investors with access to Australia's best global fund managers, who have agreed to work pro bono, alongside the board of directors, and leading service pr ... Read more IOOF TECHNICAL SERVICES | WEDNESDAY, 10 JUN 2015 For some, charitable giving is part of a lifelong mission to help others and goes far beyond donating clothes or making small, one-off donations to support a favourite cause. For these people, charitable giving can form an integral part of their investments ... Read more Taxation & Estate Planning ANNA HACKER | WEDNESDAY, 10 JUN 2015 Developing a comprehensive and well-thoughtout estate plan is the only way of ensuring someone's wishes are carried out after their death but too many people are still getting it wrong. Read more TONY FITTLER , ELAINE JACKSON | WEDNESDAY, 10 JUN 2015 Typing "succession planning" into Google will generate approximately 8.1 million search results. Obviously, there is a high level of interest in the topic, both from the baby boomer generation looking to transfer wealth to the next generation ... Read more Family Office Management WIEBE VAN DER LAAN | WEDNESDAY, 10 JUN 2015 A family business is a journey - challenging, rewarding and often unpredictable. Should you decide to sell the business - often a daunting decision - careful planning and skilled execution are required to ensure a successful outcome. Read more JESSICA TASMAN-JONES | WEDNESDAY, 10 JUN 2015 Visit Shibuya Crossing in Japan, or Times Square in New York and it's overbearing: bright billboards fighting for attention. But for all the ubiquity of brands, many people would be hard pressed to give a concise definition of what exactly branding ... Read more LAURA MILLAN | WEDNESDAY, 10 JUN 2015 From working alongside yachtsman Iain Murray to senior executive and advisory board memberof the Oatley Family Office, Melissa James has become an expert in the business of family. Now she has been challenged with the task to lead the Australian expansion ... Read more BRAD SIMMONS | WEDNESDAY, 10 JUN 2015 I am often struck by how overwhelmed families are by the complexity and sense of burden that comes with managing wealth across generations. Whether they have taken on the responsibility for self-managing all of their affairs directly, or coordinating ... Read more |
Latest News
Geopolitical risks force family offices into alternatives, cash: Survey
Geopolitical uncertainties are forcing family offices out of US equities, diversifying into cash and liquid alternatives, according to BlackRock's annual Global Family Office Survey.
Labor proposes changes to ancillary funds
Labor is proposing several reforms to giving or ancillary funds that include increasing the annual distribution rate and smoothing out minimal distributions over three years.
Australia's billionaire boom branded 'morally wrong' by Oxfam
The ranks of Australian billionaires have more than doubled over the past decade, accumulating wealth at $137 million per day on average - $95,000 per minute, according to Oxfam Australia. Its acting chief executive Christina Muli described this as "morally wrong."
Ironbark acquires family office firm
Ironbark Investment Partners has expanded its wealth business with the acquisition of a high-net-worth and family office firm.
Further Reading
Cover Story
Skin in the game
CARMELO VIOLA
PARTNER, MANAGING DIRECTOR
VIOLA PRIVATE WEALTH
PARTNER, MANAGING DIRECTOR
VIOLA PRIVATE WEALTH
Viola Private Wealth executive chair, founding partner, and adviser Charlie Viola has worked hard to build his personal brand, and it shows. Viola's face is plastered across financial services media. This ubiquity, however, isn't without rhyme or reason. Andrew McKean writes.
Expert Feed
Founder-led companies: What investors need to know
Founder-led companies have long been a lucrative hunting ground for investors.
Beyond the cheque: High-net-worth families evolving philanthropy
Philanthropic giving, a cornerstone of societal progress, continues to transform. High-net-worth families, increasingly driven by a desire for tangible ...
The great unlock?
Will 2025 be looked back on as the year of the great unlock in private equity? Will portfolio distributions rebound, the exit market become appreciably ...
A living legacy: Gifting and giving
As financial advisers, we spend years working closely with clients to help them build a portfolio of wealth.
