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Showing 1 - 10 of 461 results for "Family Offices"

Warakirri names head of wholesale

MATTHEW WAI  |  WEDNESDAY, 29 JUL 2026
... depth of client relationships join our team as we continue our focus on building Warakirri's relationships with family offices, financial advice practices, researchers and high-net-worth clients," Devlin said. "Mani's strong network, coupled ...

New alternative investment firm lands in Sydney

MATTHEW WAI  |  MONDAY, 20 JUL 2026
... solving those complex issues for borrowers." Although the firm is only serving high-net-worth (HNW) clients and family offices currently, Wilson said it is keen to expand its collaboration with financial advisers on the longer-term. "I'm very aware ...

arcpoint OCIO adopts dual chief investment officer model

RIDDHIMA TALWANI  |  FRIDAY, 17 JUL 2026
... Fernley founded the new outsourced chief investment office (OCIO) as a dedicated resource for advice practices, family offices, charities and foundations. Brad Creighton will join as co-chief investment officer, sharing investment leadership with founding ...

MST Financial broadens services to Alder & Partners

KARREN VERGARA  |  TUESDAY, 14 JUL 2026
... financial advisory group Alder & Partners, which caters to high-net-worth individuals, charitable organisations and family offices. Alder & Partners was founded by director and financial adviser David Alder in 2010. "The combination of high-quality multi-asset ...

HeirWealth launches AI integration

VINNY VUCAGO  |  FRIDAY, 10 JUL 2026
HeirWealth has launched a Model Context Protocol (MCP) server allowing financial advisers, accountants and family offices to query consolidated client wealth data through artificial intelligence assistants such as ChatGPT and Claude. The Australian ...

Family office succession takes back seat to investments

KARREN VERGARA  |  FRIDAY, 5 JUN 2026
While family offices have investment strategies down pat, the state of their succession plans paint another story, which reports suggest could undermine a seamless transfer of a vast amount of wealth. On the plus side, most family offices have a robust ...

Russell Investments wins $8.6bn mandate

ELIZA BAVIN  |  WEDNESDAY, 27 MAY 2026
... rising demand for currency solutions. "Delivering efficient implementation to improve returns for insurers and family offices is a core part of our continued expansion in Asia," Edgar said. Russell Investments director, customised portfolio solutions ...

Bridgewest Ventures lands in Australia

KARREN VERGARA  |  MONDAY, 25 MAY 2026
Kiwi venture capital firm Bridgewest Ventures has scored an AFSL to expand in Australia, hoping to win over family offices, wealth advisers and institutional investors with a new fund. Founded in 2020, Bridgewest Venture invests in the sectors of life ...

Future Fund names new investment chief

ELIZA BAVIN  |  THURSDAY, 23 APR 2026
... investment committees. He is chair of Impact Investing Australia and also sits on the investment committees of several family offices. He is also on the investment committee of Aboriginal Investment NT and is chair and co-founder of OpenDirector. Australian ...

Aussie private credit shows strength, lures offshore investors: Report

KARREN VERGARA  |  FRIDAY, 17 APR 2026
... global markets, which is attracting substantial offshore capital, particularly from high-net-worth individuals, family offices and insurance companies. This is according to the Australian Investment Council's (AIC) 2026 Australian private capital yearbook ...
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