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Issue 4Latest News
More UHNWIs than ever: Report
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 invests in wealth platform
Coterie Capital has invested in a wealth management platform that has grown to $10 billion in funds under administration.
KPMG family business consultants launch advisory firm
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.
Family offices embrace crypto: BNY Mellon
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.
Cover Story
Out with the old
MARK CARNEGIE
FOUNDING PARTNER
M.H. CARNEGIE & CO. PTY LTD
FOUNDING PARTNER
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.
Expert Feed
The rise of alternative assets
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 ...
Investment bonds lining up with values
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 ...
10 themes for 2022
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 ...
When do we pay tax in a family trust?
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 ...
