FS Private Wealth - Ethics & Governance Articles

Ethics & Governance Articles

Impact investing: an emerging opportunity to add broader value?

JONATHAN STEFFANONI , DESIREE LUCCHESE | Comments | FRIDAY, 22 JUN 2018

In a 1970 article in the New York Times magazine, Nobel Laureate and late University of Chicago professor Milton Friedman pronounced that the social ... Read more

The ethical dilemma

IAN WOODS | Comments | FRIDAY, 27 OCT 2017

AMP Capital's Ian Woods asks whether it's okay to exclude companies purely on ethical grounds. ... Read more

The Global State of Family Offices

DAVID WILSON | Comments | TUESDAY, 5 NOV 2013

A family office is a private wealth management advisory firm that is established by an Ultra-UHNWI to manage their family's private wealth. Any ... Read more

Avoiding Shirtsleeves to Shirtsleeves: Planning and Comunnication Key to Keeping Wealth Within the Family

BRAD SCOTT | Comments | TUESDAY, 5 NOV 2013

Far from simply creating a comfortable existence, managing significant wealth can be one of the most difficult roles a person undertakes. The pressures ... Read more

Helping the Family Office Protect Family Wealth

ELISE ELLIOTT | Comments | TUESDAY, 4 JUN 2013

Family offices' priorities vary widely, but one objective common to all is protecting the family's wealth. For wealthy families, the concept of ... Read more

Spanning the generations

TIM GULLIFER | Comments | FRIDAY, 18 MAY 2012

Among high net worth families and family offices, the topic of governance often comes up. While the concept of governance, and the issues associated ... Read more

Latest News


Australia's wealth takes half trillion hit HARRISON WORLEY Latest research shows Australia lost close to half a trillion dollars in wealth at the end of 2018.	L1 eyes $70m for UK property fund KANIKA SOOD L1 Capital's latest UK residential property fund is expecting to raise between $60 million and $70 million as financial planning groups and rich investors hunt opportunities for attractive yields.

Crestone builds investment team KANIKA SOOD The private wealth firm with $17 billion in assets under management has hired from JANA and Morningstar as it builds out its investment team.	Pinnacle partners with former Blue Sky executives KANIKA SOOD Pinnacle Investment Management has taken a stake in a new boutique set up by former Blue Sky executives, after it withdrew its bid to take over management of the Blue Sky Alternatives Access Fund last year.

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The long game

LISA GEORGE
GLOBAL HEAD
MACQUARIE GROUP FOUNDATION

The Macquarie Group Foundation is set to give out the largest philanthropic award in its history. Its global head Lisa George spoke to FS Private Wealth about how the company leverages its resources to affect long-lasting change.

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Anna Hacker

National Manager

FS Private Wealth

How to safeguard your estate

If you live in New South Wales or have assets connected with that state, your estate can be susceptible to a notional challenge after you pass away. Writing ...

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Justin Tyler

Director

FS Advice

Positioning portfolios for a late cycle environment

As Rudy Dornbusch said in 1997: "None of the U.S. expansions of the past 40 years died in bed of old age; every one was murdered by the Federal Reserve." ...

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Mervin Reed

Director

FS Advice

The life insurance industry in Australia is in trouble

The Royal Commission's recommendation that life insurance sales should not be rewarded with a commission or a payment from the product provider to the ...

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Simon Duckett

Adviser

FS Private Wealth

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).

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