 JASON HULJICH | FRIDAY, 17 JAN 2020 Intense scrutiny of traditional lenders and lending practices post-Royal Commission, combined with a challenging property market, has seen property investors, developers and builders struggle to secure funding from their usual sources. This whitepaper ... Read more  ROBERT STEWART | FRIDAY, 15 NOV 2019 Seasoned investors understand that returns are a function of both beta and alpha. Beta being the component of returns derived from the benchmark return and alpha being returns generated over and above (or below) the benchmark return. The difficulty ... Read more  MARCIO BOGORICIN | FRIDAY, 18 OCT 2019 Real estate continues to be a core feature of families' investment portfolios globally. The opportunities for capital preservation and wealth creation, along with the fact that these families often have a business background in property or property-related ... Read more  RANDAL JENNEKE | FRIDAY, 14 JUN 2019 For the better part of the last two years, we have been positive about the broader economic outlook, confident that improving global growth and strong corporate earnings would drive markets higher. At the same time, reasonable valuation levels only ... Read more  LIAM DONOHUE | FRIDAY, 15 FEB 2019 The small companies sector is the birthplace of many of Australia's largest companies including names such as Realestate.com, Flight Centre and TPG Telecom. However, small cap market index returns over recent years have not correlated with this high ... Read more  JEREMY GRANTHAM | FRIDAY, 13 JUL 2018 At GMO these days we argue over three different pathways to a similar dismal 20-year outlook for pension fund returns. Read more RANDAL JENNEKE | FRIDAY, 23 MAR 2018 When thinking about investing in Australian equities, it helps to consider the global context. Read on to discover how headwinds in the local economy are potentially being offset by offshore growth. Read more  QIC LIMITED | FRIDAY, 19 JAN 2018 Active and passive investing are complementary, not at loggerheads. They serve different purposes within portfolios. Read more  MUGUNTHAN SIVA | FRIDAY, 10 NOV 2017 Investors have experienced a stark mismatch between expectations and reality when it comes to emerging market investing. The theoretical prospect of high growth and uncorrelated returns has unfortunately not eventuated. Read more  SIMON O'CONNOR | FRIDAY, 14 JUL 2017 Has the Australian finance industry all turned to ethical investment? Not quite. There are two very distinct camps here that are often conflated in the discussion around responsible and ethical investment. 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
Skin in the game
CARMELO VIOLA
EXECUTIVE CHAIR, PARTNER, MANAGING DIRECTOR
VIOLA PRIVATE WEALTH
EXECUTIVE CHAIR, PARTNER, MANAGING DIRECTOR
VIOLA PRIVATE WEALTH
Viola Private Wealth executive chair, founding partner, and adviser Charlie Viola has worked hard to build his personal brand, and it shows. Viola's face is plastered across financial services media. This ubiquity, however, isn't without rhyme or reason. Andrew McKean writes.
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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.
