Technology

Technology Articles

Cybersecurity risks family enterprises and offices face during COVID-19

HELENA ROBERTSSON | Comments | FRIDAY, 18 SEP 2020

Cyberattacks are accelerating as criminals and other threat actors seek to exploit the disruption caused by the coronavirus (COVID-19) pandemic. Businesses have scrambled to implement sweeping remote ... Cyberattacks ... Read more

CRM systems and financial advice

DYLAN NAVRA | Comments | FRIDAY, 14 FEB 2020

Every adviser is acutely aware of their mounting administration burden. Not only do advisers have to provide sound advice, they must also show how and why they have provided it. To do this manually for ... Every ... Read more

Becoming a financial superwoman

ERIKA JONSSON | Comments | SUNDAY, 21 OCT 2018

We all hope that when we've finished our working life, we can retire in comfort. However, the reality for many people, especially women, is very different. While women's participation in the workplace ... We ... Read more

Automating The Family Office: Solutions for Enhanced Reporting

MARK WIGHTMAN | Comments | WEDNESDAY, 21 MAY 2014

Family offices, including both single family offices, as well as multi-family offices, offer a broad range of services to high net-worth individuals and families, ranging from financial and insurance ... Family ... Read more

Wealth Management in the Age of Technology

PHIL BANAS | Comments | TUESDAY, 4 JUN 2013

Wealth management in the age of the iPAD Here I am on a crowded commuter train travelling home from the city, crushed up against a fat guy (who is probably thinking the same thing), wondering whether ... Wealth ... Read more

Steps to Success: Technology Implementation and the Family Office

SEAMUS O'CONCHEANAINN | Comments | MONDAY, 15 OCT 2012

Managing director of Foxrock Consulting Seamus O Concheanainn looks at the steps needed to move towards the appropriate level of back office sophistication to meet functional needs. Managing ... Read more

A best practices guide to family office technology

CHRIS SCHMUTZ | Comments | FRIDAY, 18 MAY 2012

Family offices are a growing force in the international investment community. The number of ultra high net worth families around the world has proliferated as the wealthy in developed countries accumulated ... Family ... Read more

Latest News


Citi expands fixed income offering for wholesale KANIKA SOOD Citi Australia is offering wholesale clients access to high-yield bonds, hybrids and capital notes, as it expands its fixed income services.	Crestone revenue up 12% to $120.5m KANIKA SOOD Crestone Wealth Management reported revenue of $120.5 million for FY20, as it added $1 billion in net new client money and nine new advisers during the year.

Magellan chief backs health startup KANIKA SOOD When it comes to investing his own money, Magellan's chief executive Brett Cairns likes to go back to his roots in science.	Sydney boutique sharpens focus on HNWs KANIKA SOOD A Sydney real estate fund manager has established a private wealth division, as it sees opportunities to snap up new assets for syndicates of wealthy investors.

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Paddock to Pitt Street

ROBERT MILLNER
CHAIRMAN
CONTACT ASSET MANAGEMENT PTY LIMITED

Robert Millner exercises immense influence in corporate Australia as the chair of Washington H. Soul Pattinson. He speaks to Kanika Sood about what's next for the business and how his family invests.

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Jamal Bakalian Solicitor Streeterlaw	Kanika Sood Senior Journalist Rainmaker Information	Catherine Chivers Senior manager, Strategic Advice Perpetual Limited	Paul Barrett Co-Founder Absolute Wealth Advisors
When friends become family	Lessons for endowments from COVID-19	Three tax tips for inheriting property	Are you ready for a high net wealth divorce?
When we think of family provisions claims that are made against a deceased person's estate, we often think of the sister who was left out of the will ...	The COVID-19 pandemic and accompanying volatility is forcing endowments to rethink how they invest, govern and grant. Kanika Sood reports on the latest ...	Inheriting property has the potential to significantly change your life - so make it count! In this article Perpetual Private senior manager of strategic ...	COVID 19 is driving up divorce rates across the country and family law offices expect the numbers to keep surging over the coming months. High net worth ...
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