![]() Lewis Taie Senior Manager, Derivatives Program, Australian Investment Exchange Limited Lewis Taie is senior manager, derivatives program at AUSIEX. Prior, he worked in derivatives and high-net-worth clients at CommSec and Commonwealth Bank, and has previously worked as a super specialist at Colonial First State. He holds a Bachelor of Economics from the University of Sydney.
LEWIS TAIE | THURSDAY, 11 SEP 2025 More experienced investors and advisers are considering using options, in particular collar strategies, to provide cost-neutral downside protection. Read more LEWIS TAIE | MONDAY, 17 JUN 2024 What if there was a way to use exchange-traded options to potentially break even, without the stock price getting back to your average purchase price? Read more PAGE: 1 |
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While family offices have investment strategies down pat, the state of their succession plans paint another story, which reports suggest could undermine a seamless transfer of a vast amount of wealth.
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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.
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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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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.








