Founder-led companies: What investors need to knowBY LAWRENCE LAM | FRIDAY, 16 MAY 2025 9:00AM Founder-led companies have long been a lucrative hunting ground for investors.
 Debunking myths of socially responsible investingSocially responsible investing (SRI), or sustainable investing, has emerged as a pragmatic and profitable investment framework in Australia. Perpetual ...  Ten investment lessons for non-profits (Part two)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). Ten investment lessons for non-profits (Part one)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).  Challenging retirement incomeA concept I have heard around the traps this year involves the removal of retirement income from our vocabularies and mindsets. There are industry notables ...  Dynamic dynastiesThe most financially sound family office can rapidly unravel if not enough attention is paid to a core principle, i.e. to build and preserve socio-emotional ...  Smaller investors expected to increase allocations to unlisted infrastructureAustralia's larger industry superannuation funds have invested in unlisted infrastructure since the mid-1990s, accessing the benefits and diversification ...  Charitable giving stalls despite increases in wealthAustralians are donating less and less each year to the 56,428 Australian charities, according to the Australian Charities and Not-for-profits Commission.  Becoming a philanthropist has its benefitsSo you want to be a philanthropist? The very word often conjures up a vision of multi-million dollar bank accounts, high net worth individuals and mega ...  Foreign exchange: A growth market for AustraliaFor decades, foreign exchange was a forgotten asset class for most investors but the impact of global financial shocks has awakened appreciation of how ... Brace for impactIf you've ever wondered how private investors can change the world for the better and shape a cultural conversation, consider the global art market. |
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Ironbark Investment Partners has expanded its wealth business with the acquisition of a high-net-worth and family office firm.
Australian investors loyal to wealth managers - until they're not
Australian investors show a greater willingness to stay with their wealth provider than their global counterparts, according to the 2025 EY Global Wealth Research Report.
Family offices to splash cash in APAC
Most family offices intend to boost their allocations to Asia Pacific, excluding Greater China, over the next five years.
Bangarra Group awards real estate mandate
Family office Bangarra Group has appointed a real estate fund manager to help it build more than 3000 homes in the UK, of which one third will be dedicated to affordable housing.
Further Reading
Cover Story
Skin in the game
CARMELO VIOLA
PARTNER, MANAGING DIRECTOR
VIOLA PRIVATE WEALTH
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.
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 ...
