Purpose before productBY ALEX BURKE  JBWere 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 private wealth institutions in the country.
 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 ... |
Latest News
Alvia scoops up majority stake in ice cream cone maker
Alvia Asset Partners has acquired a majority stake in Altimate Foods, Australia's largest ice cream cone manufacturer, in partnership with the company's founding Rizzo family.
Family offices favour real estate: Study
The world's richest families love to invest in real estate more than any other asset classes, a new analysis shows, as more than half feature property in their portfolios.
Collectables market reaches $17bn: Report
Australia's booming collectables market has reached $16.8 billion, a new study from eBay Australia shows.
Modern family offices want values aligned, pioneer companies
Family offices of today are aligning their values and principles across all generations to back pioneer companies that will create deep impact and competitive returns, the recent Impact Investment Summit Asia Pacific heard.
Further Reading
Cover Story
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 ...
