 RYAN SMITH | THURSDAY, 17 AUG 2023 Few corners of private markets can match the recent growth of secondary investments. Read more  JULIE DICKSON | FRIDAY, 16 JUN 2023 Having recorded their worst-performing year since 2008, 60/40 portfolios have certainly seen better times. Read more  ROHAN BROTHERSON | FRIDAY, 12 MAY 2023 Venture capital (VC) funds are investment vehicles that pool capital from institutional investors, high-net-worth individuals, and sometimes even corporations, to invest in early-stage, high-growth companies. Read more  DAVID SAIJA , LUCIE BISHOP , STEVE SUTINEN , SIMON PETRIS | THURSDAY, 16 MAR 2023 As seen in 2022, uncertainty has weighed heavily on markets and generated extreme volatility across asset classes. Read more  JAMES STEWART , LUKE SMITH , ERIC STENE | THURSDAY, 16 MAR 2023 Gold can be a challenging asset class for investors. Read more  NICK MAY , NICHOLAS RUTTER | THURSDAY, 16 FEB 2023 The challenges posed by climate change affect all sectors, and financial markets have a major role in providing the funding needed for the global transition to a sustainable economy. Read more  HAMZA SHAKIR AZEEM | FRIDAY, 14 OCT 2022 Investment returns for public and private market portfolios are derived from a number of variables. Read more  SCOTT BERG | FRIDAY, 16 SEP 2022 Markets have endured a tumultuous period over the last two years with an extraordinary period encompassing a pandemic, economic recovery, and now, military conflict in Europe. Read more  SCOTT DAVIES | FRIDAY, 17 JUN 2022 As institutional investors have optimised their portfolios along the risk and return continuum, real estate has become a meaningful portion of their asset mix, with the average institutional allocating nearly 11% of its investments to the asset clas ... Read more |
Latest News
Family businesses turn to external chief executives: Deloitte
While family members will largely remain at the helm of family businesses post-succession, a Deloitte Private report anticipates a meaningful shift globally, with more businesses preferring outside professionals to step into the chief executive roles.
MST Financial broadens services to Alder & Partners
MST Financial has broadened its services for Alder & Partners Private Wealth Management, providing "institutional-grade investments" across managed accounts, asset allocation and research.
Australia welcomes 25k to millionaires' club: UBS
Australia's club of millionaires jumped by 25,000 last year thanks to booming property values and fat superannuation balances, according to the latest UBS Global Wealth Report.
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.
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.
Expert Feed
What I told a room of financial advisers about divorce
A little while ago, I was invited to present a continuing professional development seminar to nearly 500 qualified financial advisers. The topic? Ethical ...
It's a commodities supercycle, but not as you know it
At present, three major megatrends are converging to potentially initiate a prolonged supercycle in commodities over the next 25 years.
How your clients can start leaving a legacy now
Philanthropic giving often comes up in client conversations about estate planning - a time when clients are thinking about the legacy they will leave.
The complexities executives face before retirement
Executives facing retirement after long careers carry a unique set of psychological, relational, and planning complexities that ripple far beyond money.
