 TONY PATTISON | SUNDAY, 19 MAY 2024 The widely recognised poster child for exchange-traded fund (ETF) adoption in Australia has been young self-directed investors who are starting their investment journey. But this hides the reality of the growing proliferation of ETFs across portfolios ... Read more  SABIL CHOWDHURY | SUNDAY, 19 MAY 2024 A governance guide for non-profit trustees, directors and committee members. Read more  DREW SCHARDT | TUESDAY, 13 FEB 2024 In most contexts, the middle seat is perhaps one of the most loathed places to be. Read more  JOHN COKER | WEDNESDAY, 10 JAN 2024 A buy-write option is a strategy that involves an investor buying a stock and at the same time selling a call option on it. Read more  MARIO GIANNINI | FRIDAY, 15 DEC 2023 This paper provides compelling reasons, research findings and market data as to why private markets are an extremely worthwhile investment opportunity. Read more  JAMES STEWART , LUKE SMITH | TUESDAY, 14 NOV 2023 India is one of the world's largest countries by population, on par with China at 1.4 billion people, and on a similar growth path to China- but some 20 years behind. Read more DREW SCHARDT | THURSDAY, 12 OCT 2023 Unprecedented. Uncharted territory. Like nothing we've seen before. Read more  KRISTIN CEVA | WEDNESDAY, 13 SEP 2023 After a challenging 2022, it is time for investors to look forward to opportunities. Read more  RYAN SMITH | THURSDAY, 17 AUG 2023 Few corners of private markets can match the recent growth of secondary investments. Read more |
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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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