Beyond the Cheque: High-net-worth families evolving philanthropyBY JUDITH FIANDER | FRIDAY, 11 APR 2025 8:10AM Philanthropic giving, a cornerstone of societal progress, continues to transform. High-net-worth families, increasingly driven by a desire for tangible impact, are moving beyond traditional donation models ...
 Our next investment: why millennials matterIdentified as a Supertrend by Credit Suisse, millennials' values are key when discussing investment opportunities. Characterized unlike any other generation ...  Three Conflicts to Watch in ChinaWhen it comes to North Korea, China can't help but be dragged into any and all political conversations, and at the same time other potential conflicts ...  Introducing the FS Power50When I think of influential people in my life, it starts with those closest to me: family. But I've also come across plenty of names, faces and personalities ...  What have we learned from the Paradise Papers?Stewardship is a somewhat vague concept, but the recent release of the Paradise Papers has brought it to the fore.  Getting impact investment readyThe launch of South Australia's first impact bond, called Aspire Social Impact Bond, represented a unique opportunity for a licensed trustee company to ...  Geiger counter hits the hot zone with ESG fundNormally the "hot fund" Geiger counter registers well before a fund appears at the top of the performance tables. Not so with the Generation Wholesale ... The next generationOn March 20, David Rockefeller - former Chase Manhattan chair and last of Standard Oil founder John D. Rockefeller's grandchildren - passed away. Redefining the family officeWhile the family office model has traditionally been the preserve of the ultra-rich, this may be changing very soon. Game of thronesPassing the torch to the next generation is an important step in the family office journey, but it shouldn't be done without careful consideration. Calling time on hedge fundsBased on a recent survey by alternatives researcher Peltz International, hedge funds typically represent 11% of family office portfolios - but this may ... |
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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 ...
