RICHARD WILSON | MONDAY, 15 OCT 2012 This white paper emphasises the importance of putting fund managers through a rigorous selection process. Choosing the wrong fund manager could result in principal loss, unnecessary lock up of capital, low tax efficiency for an investment strategy ... Read more KRIS VOGELSONG | FRIDAY, 18 MAY 2012 Families of wealth have a unique set of investment management needs, and family wealth dynamics. While no two families are alike, common characteristics for families of wealth often include: the multi-generational time horizon of their investment activities ... Read more MICHAEL DALE | FRIDAY, 18 MAY 2012 Bob Dylan was ahead of the times when he wrote his hit single and album in 1964 -- The Times They Are a-changin'. In the current investment climate, one thing is certain: the times they are a-changin'. Four years ago, 'income' was a ... Read more GEORGE BOUBOURAS | FRIDAY, 18 MAY 2012 Your asset allocation is your core driver of performance through your life cycle, or for an endowment / Not for Profit style fund, through many economic cycles. It is no surprise that the appropriate asset allocation will differ for most investors ... Read more MARTIN SCOTT | FRIDAY, 18 MAY 2012 The comparison between investments in private and public equities has been a prevailing topic in many studies. Read more |
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
FINANCE DIRECTOR
GOWING BROS LTD
FINANCE DIRECTOR
GOWING BROS LTD
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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Philanthropic giving often comes up in client conversations about estate planning - a time when clients are thinking about the legacy they will leave.
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Executives facing retirement after long careers carry a unique set of psychological, relational, and planning complexities that ripple far beyond money.
