Philanthropy TRUSTED FAMILY | FRIDAY, 20 MAY 2016 We recently held a workshop with a number of our families on how to engage family members using societal impact. These were some of the themes that came out. Read more Investment MARK SMITH | FRIDAY, 20 MAY 2016 Named one of TIME magazine's 100 most influential people, Ariel Investments president Mellody Hobson is fast establishing herself as one of the most compelling figures in the global finance industry. She spoke to Mark Smith about diversity, financial ... Read more Taxation & Estate Planning Family Office Management RACHEL CRAZE | FRIDAY, 20 MAY 2016 As the ownership of family assets transitions from the founder to a 'partnership of siblings' and ultimately to a 'confederation of cousins,' the way that families work together, invest together and make decisions together becomes more ... Read more |
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The number of high-net-worth (HNW), core affluent, and mass affluent investors holding ethical and sustainable investments has roughly doubled over the past year, according CoreData.
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Family offices have increasingly shunned real estate in favour of direct company investments over the last decade, a new report from PwC reveals.
Australia home to 43 billionaires: UBS
Australia has consistently produced billionaires over the last 10 years and is home to 43 of the richest people in the world, according to a new report from UBS.
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Cover Story
Hyper focused on change
JOHNNY KAHLBETZER
CHIEF EXECUTIVE OFFICER
KAHLBETZER INVESTMENTS PTY. LTD
CHIEF EXECUTIVE OFFICER
KAHLBETZER INVESTMENTS PTY. LTD
It's widely accepted though oft-debated that two seemingly contradictory things can be true at the same time. Take Johnny Kahlbetzer's approach at Twynam Group, for instance. It's true that Kahlbetzer believes ESG to be "fluffy bullshit" - it's also true that he is a very active ESG investor.
Expert Feed
Investing for impact loses some appeal, more education needed
While the appeal of impact investing declined in 2023, with investors generally less willing to give up returns in order to make an impact through investing ...
Family office use of wealth manager predictions
As part of my role on the investment committee for various family offices, I regularly interact with wealth managers.
Succession planning for family businesses
The greatest wealth transfer in history-from Baby Boomers to younger generations-is underway.
Why affluent families are flocking down under
Australia has regained the top spot in New World Wealth's 2023 list of destinations forecast to enjoy the highest net inflows of high-net-worth individuals ...
