Showing 81 to 83 of 83 articles: 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 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 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 |
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Geopolitical risks force family offices into alternatives, cash: Survey
Geopolitical uncertainties are forcing family offices out of US equities, diversifying into cash and liquid alternatives, according to BlackRock's annual Global Family Office Survey.
Labor proposes changes to ancillary funds
Labor is proposing several reforms to giving or ancillary funds that include increasing the annual distribution rate and smoothing out minimal distributions over three years.
Australia's billionaire boom branded 'morally wrong' by Oxfam
The ranks of Australian billionaires have more than doubled over the past decade, accumulating wealth at $137 million per day on average - $95,000 per minute, according to Oxfam Australia. Its acting chief executive Christina Muli described this as "morally wrong."
Ironbark acquires family office firm
Ironbark Investment Partners has expanded its wealth business with the acquisition of a high-net-worth and family office firm.
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Skin in the game
CARMELO VIOLA
PARTNER, MANAGING DIRECTOR
VIOLA PRIVATE WEALTH
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.