Risky business Crestone Wealth Management chief executive Mike Chisholm speaks to Kanika Sood about the value of identifying your clientele early, the power of the adviser as a shareholder and why every advice chief needs to be a risk management expert.
 Generation nextTo sustain a successful multi-generational business and legacy requires investment acumen grounded in strong family values. As part of the rising generation ...  Skin in the gameViola Private Wealth executive chair, founding partner, and adviser Charlie Viola has worked hard to build his personal brand, and it shows. Viola's face ...  Hyper focused on changeIt'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 ...  Wealth with purposeIn the realm of Australian family offices, a stark reality emerges: 70% risk dropping the ball on wealth transfer. To curb this trend, Mutual Trust chief ...  The founder mentalityBillionaire tech entrepreneur Richard White has achieved success through his ability to instill and leverage a founder's mentality. Now, he hopes to expand ...  Making a differenceCamp Quality chief executive Deborah Thomas is tapping into her extensive media and leadership experience to find new avenues of fundraising for the children's ...  Home grown2028, New South Wales. It's a postcode synonymous with beauty, wealth, and luxury. Some even call it Sydney's answer to Rodeo Drive. But to Pallas Group ...  All about arbitrageHe was brought up in a fortunate South African family. Now Shaun Sergay and his team are disrupting the antiquated bank guarantee process, by reducing ...  Time to shineIf there's one thing diamonds are known for, it's their unmatched brilliance. Black Diamondz founder Monika Tu has forged her own path in Sydney's luxury ...  Eternal optimistFrom humble beginnings in war-torn Lebanon, EG Funds Management co-founder Adam Geha has built a life his younger self would envy - not to escape it ... |
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
Generation next
JAMES GOWING
EXECUTIVE DIRECTOR, FINANCE, GOWING BROS
ADMIN SPECIAL ACCOUNTS
EXECUTIVE DIRECTOR, FINANCE, GOWING BROS
ADMIN SPECIAL ACCOUNTS
To sustain a successful multi-generational business and legacy requires investment acumen grounded in strong family values. As part of the rising generation at Gowing Bros, executive director of finance James Gowing is helping position the 158-year-old company for the future. Karren Vergara writes.
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