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Showing 111 - 120 of 456 results for "Family offices"

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 ...

New platform launches for high-net-worth families

ELIZA BAVIN  |  FRIDAY, 24 MAY 2024
... to capture a family's legacy," Tubman said. The HeirWealth app is available directly to individual families and family offices in Australia and the UK. HeirWealth can also be white labelled by financial advisers, wealth managers, accountants, lawyers ...

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 ...

Family offices up active management, eye generative AI: UBS

ANDREW MCKEAN  |  THURSDAY, 23 MAY 2024
Family offices are increasingly turning to active management or manager selection to diversify portfolios, according to the latest UBS Global Family Office Report. The report, which compiled insights from 320 family offices with an average net worth ...

Jinding funds management division spun off

ELIZA BAVIN  |  THURSDAY, 16 MAY 2024
... a hub for investment capital. The strategy will expand its investor base, including high-net worth individuals, family offices and institutional investors across the Asia Pacific region, who have a strong interest in Australian real estate. "We see significant ...

Succession planning troubles family offices: J.P. Morgan

KARREN VERGARA  |  TUESDAY, 30 APR 2024
Global family offices remain deeply concerned about how to prepare the next generation to inherit a vast fortune as almost 30% do not have a structured approach to help them, a new study from J.P. Morgan reveals. The majority (70%) of participants that ...

Future Fund deputy CIO jumps to Blue Owl

ELIZABETH FRY  |  FRIDAY, 26 APR 2024
... Future Fund and thought her the right fit for Blue Owl. "We want someone who can partner with the super fund's family offices, and who better to do that? Somebody who's worked as a deputy chief investment officer at the Future Fund was a no-brainer." ...