![]() Dion Guagliardo Managing Partner, Fortress Family Office Dion has over 20 years of experience managing investment portfolios for high net worth families and individuals. Dion started Fortress in 2007 and has operated under its own AFSL since 2014. He has an MBA from the University of Western Australia and held senior roles with listed and private financial services groups. He has previously worked at Bell Potter and is the former head of financial planning at Wilson Investment Group.
DION GUAGLIARDO | FRIDAY, 15 JUL 2022 The way I see this bear market playing out is in 3 phases. The good news is we've already been through the first phase. Read more DION GUAGLIARDO | FRIDAY, 18 FEB 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 shaping up as a more difficult year for investors with the All-Ordinaries index down over 6%, the ... Read more PAGE: 1 |
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Family office succession takes back seat to investments
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The Lowy family has acquired a 5.1% stake in Magellan Financial Group via its trust Oryxium.
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A new survey of more than 300 global family offices shows that artificial intelligence (AI) is in hot demand as the majority flagged it as a thematic they will prioritise as a future investment.
ISS MI acquires Family Office Access
ISS Market Intelligence (ISS MI) has acquired Family Office Access in a move that expands and strengthens its data and analytics offerings to wealth managers, insurers and advisers.
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Cover Story

Skin in the game
CARMELO VIOLA
EXECUTIVE CHAIR, PARTNER, MANAGING DIRECTOR
VIOLA PRIVATE WEALTH
EXECUTIVE CHAIR, 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.








