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Showing 121 - 130 of 745 results for "family office"

Family office appoints inaugural chief executive

JAMIE WILLIAMSON  |  TUESDAY, 11 MAR 2025
Coaxial, the family office of Nicola Forrest, has welcomed its first chief executive. Current UBank chief executive Philippa Watson has been appointed by Forrest to lead her family office and philanthropic venture, founded in 2023. Through Coaxial ...

Luxury asset investment platform launches for high-net-worth investors

ANDREW MCKEAN  |  TUESDAY, 11 MAR 2025
Local technology firm MUSE has developed a platform that links high-net-worth investors and family offices with sellers of investment-grade luxury assets and high-end collectibles. The platform currently offers access to US$150 million worth of investment-grade ...

IAM mandate grows to $130m

KARREN VERGARA  |  MONDAY, 10 MAR 2025
Income Asset Management's (IAM) mandate to refinance digital non-bank lender MoneyMe's debt facility has grown to $130 million. IAM is refinancing MoneyMe's MME Horizon Warehouse Trust, which has secured commitments from family offices ...

Swiss fund manager expands in Australia

KARREN VERGARA  |  FRIDAY, 7 MAR 2025
Swiss investment firm Youngtimers AG has expanded in the region with the acquisition of Sydney-based Richmond Funds Management (RFM). Youngtimers is set to acquire RFM, which has more than $200 million in assets under management (AUM) from Senry Holdings. ...

Mercer snaps up Northern Trust AM exec

ELIZABETH FRY  |  THURSDAY, 6 MAR 2025
A Northern Trust Asset Management executive is quitting her post as the head of strategic partnerships for Australia and New Zealand and rejoining Mercer. Amber Morgan was at Northern Trust AM for almost two years developing investment solutions for ...

HNWIs set to increase real estate exposure

ELIZA BAVIN  |  THURSDAY, 6 MAR 2025
Australia is in the top 10 for populations with more than US$10 million ($15.7 million) globally, with the Knight Frank Wealth Report 2025 revealing the wealthy are set to increase their exposure to real estate. According to the report, Australia ranks ...

Family office CIO joins Heritvest

ELIZABETH FRY  |  THURSDAY, 27 FEB 2025
A long-serving investment professional has been appointed to the top investment job at Heritvest Family Office. George Nassios will report to Will Zhang, chief executive of Heritvest, a multi-family office service provider with a regional presence. ...

Boutique appoints distribution lead

ELIZABETH FRY  |  THURSDAY, 27 FEB 2025
... and family offices with opportunities - is run by Belz - a former executive at Goldman Sachs and Victor Smorgon family office- and Ezekowitz who spent 20 years at RBC Capital. "Ben has a fantastic track record of shaping successful outcomes for investors ...

Super moves: Qantas Super, VFMC, AusSuper

ELIZABETH FRY  |  THURSDAY, 27 FEB 2025
Qantas Super deputy investment officer has moved to Cambooya, the family office for the Fairfax family. Chris Grogan joins Cambooya in the same role. The investment professional was also Qantas Super's head of defensive assets. In that role, he ...

Technology optimises family office performance: KPMG

KARREN VERGARA  |  WEDNESDAY, 26 FEB 2025
... to optimise operations and performance has also become evident, new research from KPMG found. The 2025 Australian Family Office report, written in conjunction with family office network The Table Club, shows that the use of technology has increased the ...