Hyper focused on change 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.
 Giving for impactWhen Simon Freeman took the reins at the Paul Ramsay Foundation, he knew very little about the philanthropy. Now he's part of a growing charitable cohort ...  Point of differenceTo L1 Capital co-founder and chief investment officer Mark Landau, success in funds management is all about knowing your value proposition.  High convictionOphir Asset Management co-founder and David Paradice protege Andrew Mitchell may have a net worth of $46 million, but he doesn't own a house or a couch ...  FS Archives: The House that La Trobe Financial builtFollowing La Trobe Financial's landmark deal with US private equity manager Blackstone this week, FINANCIAL STANDARD revisits a 2011 profile interview ...  Finding the right riskRyan Levin doesn't like to take uncalculated risks. He doesn't scuba dive or sky dive, and he steers clear of the stock market, preferring to stick with ...  Owning the futureWilson Asset Management chair Geoff Wilson talks about his investment philosophy, going all the way back to reading the "numbers page" in his father's ...  Guest of honourAs one of the most influential figures in Australian wealth management, Barry Lambert knows a thing or two about calculating interest by hand - not to ...  Purpose before productJBWere chief executive Justin Greiner looks back on his journey from selling Coca Cola in the former Soviet Bloc to managing one of the most venerable ... |
Latest News
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.
Further Reading
Cover Story
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.
Expert Feed
What I told a room of financial advisers about divorce
A little while ago, I was invited to present a continuing professional development seminar to nearly 500 qualified financial advisers. The topic? Ethical ...
It's a commodities supercycle, but not as you know it
At present, three major megatrends are converging to potentially initiate a prolonged supercycle in commodities over the next 25 years.
How your clients can start leaving a legacy now
Philanthropic giving often comes up in client conversations about estate planning - a time when clients are thinking about the legacy they will leave.
The complexities executives face before retirement
Executives facing retirement after long careers carry a unique set of psychological, relational, and planning complexities that ripple far beyond money.
