 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 | 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 |
Latest News
HeirWealth expands with private office partnership
Australian wealthtech platform HeirWealth - launched in May last year - has announced a new partnership with HTL Private Office, expanding its offering to advisers and high-net-worth (HNW) clients.
Luxury asset investment platform launches for high-net-worth investors
Local technology firm, MUSE, has developed a platform that links high-net-worth investors and family offices with sellers of investment-grade luxury assets and high-end collectibles.
HNWIs set to increase real estate exposure
Australia is in the top 10 globally for its high proportion of high-net-worth individuals.
Technology optimises family office performance: KPMG
With the drastic rise in the number of family offices setting up shop in Australia in recent years, their reliance on technology to optimise operations and performance has also become evident, new research from KPMG found.
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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 ...
