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Showing 261 - 270 of 745 results for "Family office"

Family offices ignoring $3.5tn time bomb: KPMG

ANDREW MCKEAN  |  THURSDAY, 1 JUN 2023
Echoing similar findings by UBS, KPMG has found that of the estimated 70% of Australian businesses that are family-run, only 30% have an established succession plan. This comes into focus with a $3.5 trillion intergenerational wealth transfer expected ...

Family office goals at odds with reality: UBS

JAMIE WILLIAMSON  |  WEDNESDAY, 31 MAY 2023
... to ensure that, with only 42% having a wealth succession plan in place. That's according to the latest UBS Global Family Office Report, which found the lack of a succession plan to be most common among smaller family offices or those with less than US$250 ...

MA Financial establishes Singapore office

CHLOE WALKER  |  FRIDAY, 26 MAY 2023
... footprint in Asia, soon opening the doors to a Singapore office in a bid to attract more ultra-high-net-worth and family office clients. Speaking with Financial Standard, MA Financial head of asset management Andrew Martin said the move is part of the ...

Blackwattle Investment Partners debuts

CHLOE WALKER  |  TUESDAY, 23 MAY 2023
... six years of capital backing and plans for four fund launches come July. Already, investors include Perth's Mimaro Family Office and the Wall Family Office, as well as private investors William Taylor and Kemper Shaw, former NAB and Tattarang executive ...

EG expands into private debt market

CHLOE WALKER  |  THURSDAY, 18 MAY 2023
EG Funds and Msquared Capital have joined forces to offer investors the opportunity to diversify into the private debt market to service capital products for property sites across the country. Initially, the joint venture will engage wholesale investors ...

Former Mason Stevens chief sells boutique

KARREN VERGARA  |  WEDNESDAY, 17 MAY 2023
... ALC. Sydney-based ALC is the investment management arm of property developer Aqualand Group. It started out as a family office of the Lin family in 2018, investing in equities across public and private markets. Jin Lin is currently the group managing ...

Tishman Speyer, Raffles Family Office launch APAC fund

CHLOE WALKER  |  FRIDAY, 12 MAY 2023
Global property developer Tishman Speyer and Singaporean-based Raffles Family Office (RFO) have established a new partnership to launch the Tishman Speyer/Raffles Family Office APAC Opportunity Fund I. The fund will target value-add and opportunistic ...

Family offices maintain a steady course: Goldman Sachs

CHLOE WALKER  |  WEDNESDAY, 10 MAY 2023
... average allocation to public market equities has decreased from 31% to 28%. "This may be a function of continued family office interest in private markets," Goldman Sachs said. On average, the report revealed family offices are allocating 44% total across ...

Mercer scoops up third BT business unit

KARREN VERGARA  |  MONDAY, 8 MAY 2023
Mercer announced it will acquire BT Private Portfolio Management for an undisclosed amount after it finalised the transition of the superannuation and asset management units. Mercer will become the new owner of BT Private Portfolio Management (PPM) ...

Kilter Rural launches $500m agriculture fund

CHLOE WALKER  |  THURSDAY, 4 MAY 2023
The Kilter Agriculture Fund is set to launch this month, providing investors access to institutional quality farmland aggregation in the New South Wales Riverina. The initiative will see an initial purchase of 7000 hectares grow to an aggregation of ...