ALEX BURKE  |  FRIDAY, 26 MAY 2017   12:02PM
Client feedback at boutique property fund manager Forza Capital suggests high-net-worth investors believe commercial property assets are fully priced.
More news
Iron magnate makes historic $400m pledge
ALEX BURKE  |  MONDAY, 22 MAY 2017   12:08PM
The Australian chair of one of the world's largest iron ore producers recently made the largest ever donation by a living Australian to a range of charitable causes.
MYOB co-founder sells $62m Xero stake for charity
ALEX BURKE  |  TUESDAY, 16 MAY 2017   12:45PM
The founder of global accounting firm MYOB and Xero's second-largest individual shareholder is gradually reducing his Xero holdings to fund philanthropic activity.
Myer Family lures NAB executive
KARREN VERGARA  |  TUESDAY, 16 MAY 2017   12:45PM
Private wealth firm Myer Family Company is welcoming its new head of New South Wales operations.
Philanthropy Australia names recipients of annual industry awards
MICHELLE BALTAZAR  |  FRIDAY, 7 APR 2017   1:06PM
Leading Australian philanthropists were honoured for the impact of their giving at the 2017 Philanthropy Australia Awards held this week in Melbourne.
Philanthropy report offers valuable insights for NFPs: Perpetual
EMMA RAPAPORT  |  FRIDAY, 7 APR 2017   12:19PM
Collective and collaborative giving is on the rise in Australia, with more than a third of philanthropists suggesting they give as a group as well as individually.
Guest of honour
ALEX BURKE  |  TUESDAY, 3 JAN 2017   5:01PM
As one of the most influential figures in Australian wealth management, Barry Lambert knows a thing or two about calculating interest by hand - not to mention robo-advice, family office administration and even medical cannabis research. He discusses his ...
FOX launches private investor centre
ALEX BURKE  |  FRIDAY, 2 DEC 2016   12:36PM
The global Family Office Exchange (FOX) has launched a new suite of tools and networking facilities and appointed a new president to oversee them.
HSBC expands private wealth business
DARREN SNYDER  |  FRIDAY, 18 NOV 2016   12:47PM
HSBC Australia head of private banking Hayden Matthews will lead a new Sydney office dedicated to the global bank's growing high net worth and family office client base.
FOX appoints Australia/NZ market leader
ALEX BURKE  |  TUESDAY, 25 OCT 2016   12:52PM
The global family office association, Family Office Exchange, has appointed a market leader for Australia and New Zealand.
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Editor's Choice
ALEX BURKE  |   12:24PM
The founder of Sirius Fund Management is retiring from the investment management industry after 34 years.
JAMIE WILLIAMSON  |   12:50PM
NAB Financial Planning is undertaking a review after one of its advisers failed to correctly witness the signing of client Beneficiary Nomination Forms on more than one occasion.
EMMA RAPAPORT
Two industry associations that collectively speak for more than 100,000 self-managed superannuation fund trustees are merging to create a united voice.
JAMIE WILLIAMSON
The financial advice industry has resigned itself to underperforming and allowed the public to relegate financial matters.
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It was over 30 years ago when Apple released the first Mac. Over that time, Silicon Valley has been the epicenter of technology advancement for the world. That's why the Netwealth group chose this location ...
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