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Showing 111 - 120 of 461 results for "Family Offices"

360 Capital returns to profit in FY24

KARREN VERGARA  |  MONDAY, 26 AUG 2024
... continue to grow the loan portfolio within TCF and PCF by targeting private capital form high-net-worth investors, family offices, and other investors.

MLC Asset Management names director of institutional distribution

ANDREW MCKEAN  |  MONDAY, 19 AUG 2024
... be responsible for representing its range of investment products to institutional clients, not-for-profits, and family offices. He reports to the company's head of institutional distribution and consultant relations John Gray and works alongside fellow ...

Netwealth FUA nears $90bn

KARREN VERGARA  |  TUESDAY, 13 AUG 2024
... platform. Netwealth's client base is made up of 61% retail investors, 22% are HNWs, 10.2% are ultra HNWs and family offices, and the remainder are institutional. Rainmaker data shows Netwealth owns a 5% market share of the platforms sector that services ...

Family offices face more complex challenges: Ocorian

ANDREW MCKEAN  |  WEDNESDAY, 7 AUG 2024
Family offices are becoming more professional, but they face significant challenges, particularly with regulation and compliance, according to an international study by Ocorian. The research from Ocorian revealed that of the approximately 300 family ...

Wilsons Advisory snaps up private wealth practice

ELIZA BAVIN  |  FRIDAY, 2 AUG 2024
... opportunity to expand our reach and breadth of services to Australia's high and ultra-high net worth individuals and family offices." Skillecorn added that he was delighted to be welcoming the new additions to the private wealth team. "James brings ...

JANA wins investment consulting mandate

ANDREW MCKEAN  |  WEDNESDAY, 24 JUL 2024
... accounts and access to wholesale strategies for dealer groups, self-licensed practices, private wealth firms, and family offices.

Channel Capital, Arnott Capital set up strategic partnership

ANDREW MCKEAN  |  WEDNESDAY, 3 JUL 2024
... exposures." Founded by Kenny Arnott in 1999, Arnott Capital manages approximately $500 million for clients including family offices, high-net-worth individuals, private wealth groups, and institutional investors.

Regal Partners acquires Merricks Capital

ELIZA BAVIN  |  MONDAY, 3 JUN 2024
... number of co-investment vehicles for a broad range of wholesale wealth management firms, institutional clients and family offices. The acquisition will cost Regal approximately $235 million, comprised of a cash payment of $40 million, subject to customary ...

Brookfield Oaktree to further democratise alternatives in Australia

ANDREW MCKEAN  |  TUESDAY, 28 MAY 2024
... to provide different access points for wealth investors, whether they're ultra-high-net-worth individuals, family offices, or wholesale investors needing more liquidity. "We saw institutions rapidly ramp up their allocations into alternatives from ...

Geopolitical risks push APAC family office allocations locally

KARREN VERGARA  |  FRIDAY, 24 MAY 2024
Geopolitical risks are dictating how family offices in the Asia Pacific invest as more intend to shift asset allocations to their home regions, according to UBS. Family offices surveyed in the UBS Global Family Office Report across the Asia Pacific ...