| TUESDAY, 4 JUN 2013 How well do you know Islamic investment? Thomson Reuters and Crescent Wealth, the Australian Islamic investment manager, have launched an Islamic investment index for Australia to help open up this resource-rich market to Islamic finance investors globally. ... Read more TOM STEVENSON | TUESDAY, 4 JUN 2013 Why an increase in global healthcare spend from $6 trillion in 2010 to $10 trillion in 2020 means the healthcare sector is one investment opportunity not to be ignored. Read more JANE WATTS | MONDAY, 15 OCT 2012 BT Financial Group's Jane Watts answer questions on the psyche of high stakes investing. Read more MARK SOWERBY | MONDAY, 15 OCT 2012 Mark Sowerby, managing director of Blue Sky Alternative Investments, takes a closer look at the Harvard Endowment Fund and compares the US experience on alternative investment with the Australian scenario for both the high end retail and institutional ... Read more ANDREW DALRYMPLE | MONDAY, 15 OCT 2012 With Europe immersed in an ongoing crisis and the US economy barely keeping in positive territory, investors are continuing to look for attractive investments in international markets. After a recent indepth research trip to China, it is fair to say ... Read more SHANE GALLIGAN | MONDAY, 15 OCT 2012 Entrepreneurs have the extraordinary effect of shaping the industry they occupy, and as a result, have the contingent effect of generating wealth, creating employment opportunities and inspiring the next generation of entrepreneurs. Read more 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 |
Latest News
HeirWealth expands with private office partnership
Australian wealthtech platform HeirWealth - launched in May last year - has announced a new partnership with HTL Private Office, expanding its offering to advisers and high-net-worth (HNW) clients.
Luxury asset investment platform launches for high-net-worth investors
Local technology firm, MUSE, has developed a platform that links high-net-worth investors and family offices with sellers of investment-grade luxury assets and high-end collectibles.
HNWIs set to increase real estate exposure
Australia is in the top 10 globally for its high proportion of high-net-worth individuals.
Technology optimises family office performance: KPMG
With the drastic rise in the number of family offices setting up shop in Australia in recent years, their reliance on technology to optimise operations and performance has also become evident, new research from KPMG found.
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Cover Story
Hyper focused on change
JOHNNY KAHLBETZER
CHIEF EXECUTIVE OFFICER
KAHLBETZER INVESTMENTS PTY. LTD
CHIEF EXECUTIVE OFFICER
KAHLBETZER INVESTMENTS PTY. LTD
It's widely accepted though oft-debated that two seemingly contradictory things can be true at the same time. Take Johnny Kahlbetzer's approach at Twynam Group, for instance. It's true that Kahlbetzer believes ESG to be "fluffy bullshit" - it's also true that he is a very active ESG investor.
Expert Feed
Investing for impact loses some appeal, more education needed
While the appeal of impact investing declined in 2023, with investors generally less willing to give up returns in order to make an impact through investing ...
Family office use of wealth manager predictions
As part of my role on the investment committee for various family offices, I regularly interact with wealth managers.
Succession planning for family businesses
The greatest wealth transfer in history-from Baby Boomers to younger generations-is underway.
Why affluent families are flocking down under
Australia has regained the top spot in New World Wealth's 2023 list of destinations forecast to enjoy the highest net inflows of high-net-worth individuals ...
