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Showing 181 - 190 of 768 results for "Family office"

Pinnacle goes global with acquisitions

JAMIE WILLIAMSON  |  THURSDAY, 21 NOV 2024
... and provides model portfolios and single manager investment options. It is part of Pacific Investments Group, the family office of UK businessman John Beckwith, and is already the distributor of Pinnacle affiliate Coolabah Capital's funds. The stakes ...

TWC launches Global Wealth Creators Fund

MATTHEW WAI  |  MONDAY, 18 NOV 2024
... disciplined execution, we look forward to creating and delivering meaningful opportunities for wealth creation across family office, private wealth and institutional segments." The strategy has a management fee of 0.75% per annum and seeks an investment ...

Evalesco and Principal Edge merge

ELIZA BAVIN  |  MONDAY, 11 NOV 2024
... will remain on as a director, owner, and financial adviser, focusing on long-term growth through the Principal Edge family office offering. All staff from Principal Edge, including its six advisers, will remain in the business, and both brands will continue ...

Former Frontier alts head joins Evergreen

ELIZABETH FRY  |  THURSDAY, 7 NOV 2024
... a division director of quantitative hedge funds at Macquarie Group, and a multi-asset investment manager at SJS Family Office. Before that, Swaak ran QIC's qualitative hedge fund team. He began his career in The Netherlands with the Dutch Railway ...

Mutual Trust merges with CMS Private Advisory

JAMIE WILLIAMSON  |  THURSDAY, 7 NOV 2024
Multi-family office Mutual Trust merged with CMS Private Advisory to meet an uptick in demand from South Australian clients. Based in Adelaide, CMS Private Advisory has been operating since 1997, servicing high-net-worth clients across South Australia ...

Asena Family Office adds chief investment officer

ELIZABETH FRY  |  TUESDAY, 5 NOV 2024
The local arm of the US-based Asena Family Office has snared the high-profile John Likos as its investment chief. Likos - who has over 20 years of experience in financial markets - joins from BondAdviser, an employee-owned financial services provider ...

EBC expands local offerings to HNWIs, instos

KARREN VERGARA  |  WEDNESDAY, 16 OCT 2024
... income, equities, and alternative investments, including private equity and venture capital. EBC plans to offer family office services that support HNWIs and instos, helping them address complex cross-asset and cross-border investments, including tax ...

Mutual Trust adds three partners

ELIZABETH FRY  |  MONDAY, 14 OCT 2024
... country's oldest wealth management groups has promoted three staffers to partner. Mutual Trust - the Myer and Baillieu family office - said the promotions reflect the increasing number of ultra-high-net-worth families and individuals and the diverse ...

Family office, KKR buy up regional Queensland airports

JAMIE WILLIAMSON  |  THURSDAY, 26 SEP 2024
... State Super have offloaded Queensland Airports to private equity giant KKR and Atlassian co-founder Scott Farquhar's family office, Skip Capital. Queensland Airports comprises Gold Coast, Townsville, Mount Isa, and Longreach airports. It is currently ...

Boutique investment manager hits the market

ANDREW MCKEAN  |  TUESDAY, 24 SEP 2024
TWC Investment Management, a founder-owned and led boutique firm, has set up shop in Australia. The investment management firm, led by chief executive Owen Hereford and chief investment officer John Birkhold, formerly a portfolio manager at Origin Asset ...