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Showing 11 - 20 of 2975 results for "FAM"

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
Blue Owl Capital's hire of a top executive from the Future Fund has generated more interest in US firms vying for institutional business in Australia. Australia's sovereign wealth fund has confirmed the departure of deputy chief investment officer ...

Scott Farquhar steps down from Atlassian

ELIZA BAVIN  |  FRIDAY, 26 APR 2024
Scott Farquhar has announced he will be stepping down as co-chief executive of Atlassian with Mike Cannon-Brookes set to lead the software giant as its sole chief executive. Atlassian said Farquhar came to the decision to step down after 23 years to ...

Proposed super tax obfuscates legacy pensions rules: SMSFA

KARREN VERGARA  |  WEDNESDAY, 24 APR 2024
The proposed 30% tax on large superannuation balances must clarify the confusion surrounding legacy pensions and reserves, and how they should be calculated, according to the SMSF Association (SMSFA). The SMSFA is calling for an amnesty for legacy pensions ...

UniSuper selects new group insurer

JAMIE WILLIAMSON  |  WEDNESDAY, 17 APR 2024
After more than a decade in business, UniSuper has dropped TAL as its group insurer. The $135 billion superannuation fund has called time on its relationship with TAL, which began in November 2013. Effective June 1, MetLife will serve as group insurer ...

ATO targets crypto investors, sharing economy

KARREN VERGARA  |  WEDNESDAY, 17 APR 2024
Cryptocurrency and the sharing economy are two hotspots the Australian Taxation Office (ATO) will target this financial year as too many investors continue to blunder their tax returns. With a horde of investors jumping on the cryptocurrency bandwagon ...

Vale Wayne McGauley

ELIZA BAVIN  |  TUESDAY, 16 APR 2024
The financial services industry has paid tribute to Wayne McGauley who passed away over the weekend. Most recently the head of distribution at Wheelhouse Partners, McGauley had a long and successful career in the financial services industry spanning ...

Class action building against GEMI Capital

ELIZA BAVIN  |  MONDAY, 15 APR 2024
MC Lawyers & Advisers has launched a class action investigation into claims of investor losses in various financial products issued by GEMI Asset Management. The law firm said investigations were targeting scenarios in which wholesale or sophisticated ...

Former AMP Capital research lead joins family office

ELIZABETH FRY  |  MONDAY, 15 APR 2024
Luke Dixon, the former research and investment strategy lead at AMP Capital, has joined RW Capital as the head of institutional capital and research. The White family office, led by the head of the Ray White Group, invests in direct lending, real estate ...

Global Alternative Funds names managing director

ELIZABETH FRY  |  MONDAY, 15 APR 2024
Oak Hill Advisors executive Signe Brandt has left the T Rowe Price-owned subsidiary to join the rival alternative asset investor. Brandt worked at the $63 billion credit-focused Oak Hill for 13 years, building up its Australian presence. Global Alternative ...