 Simon Duckett Partner & Financial Adviser, Koda Capital Pty Ltd
SIMON DUCKETT | FRIDAY, 18 JAN 2019 September 15 marked marked the 10th anniversary of the collapse of US investment bank Lehman Brothers and the onset of the Global Financial Crisis (GFC). Read more SIMON DUCKETT | FRIDAY, 14 DEC 2018 September 15 marked marked the 10th anniversary of the collapse of US investment bank Lehman Brothers and the onset of the Global Financial Crisis (GFC). Read more SIMON DUCKETT | TUESDAY, 3 JAN 2017 Investing reserves on behalf of a foundation, charity or non-profit organisation is a tremendous privilege, and one that comes with significant responsibility. Read more PAGE: 1 |
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Family office succession takes back seat to investments
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.
Lowy family takes stake in Magellan
The Lowy family has acquired a 5.1% stake in Magellan Financial Group via its trust Oryxium.
Family offices hunt opportunities in AI: Report
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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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.
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