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Showing 321 - 330 of 745 results for "family office"

Rate rise exposes adviser knowledge gap

CHLOE WALKER  |  WEDNESDAY, 25 MAY 2022
... the beginning of the year. Of those who are left, only 1381 advisers have 15 or more years of experience. Fortress Family Office managing partner Dion Guagliardo began working in financial services a decade after the 1987 crash. As markets rose, his ...

Partners Wealth appoints private wealth lead

JAMIE WILLIAMSON  |  MONDAY, 23 MAY 2022
... recently, Lally was investment director at Hume Partners, a bespoke investment house backed by the Peter Scanlon Family Office. In this role he managed portfolios totalling more than $1 billion. Prior to that he was head of credit at River Capital for ...

Pallas Capital adds key distribution role

JAMIE WILLIAMSON  |  WEDNESDAY, 4 MAY 2022
The head of investment sales and key accounts at First Sentier Investors has joined the real estate investment manager as head of distribution, wealth. Pallas Capital has appointed Chris King to the role, effective this month. King joins from First ...

Warakirri adds winery to fund

CHLOE WALKER  |  TUESDAY, 3 MAY 2022
Warakirri Asset Management has announced settlement of Chromy Estate, the home of Josef Chromy Wines in Tasmania, which it has added to its Diversified Agriculture Fund. The state-of-the-art winery, 61-hectare vineyard, restaurant, and cellar door assets ...

Pallas Capital strengthens distribution team

CHLOE WALKER  |  THURSDAY, 28 APR 2022
Brad Gowenlock and Esther Fang have each been welcomed as partners in Pallas Capital's distribution team. ​As part of their roles, Gowenlock and Fang will be servicing high-net-worth investors, family offices and institutional investors in Australia ...

Warakirri Asset Management strengthens retail focus

JAMIE WILLIAMSON  |  WEDNESDAY, 27 APR 2022
Warakirri Asset Management has added to its retail sales team, recruiting from State Street Global Advisors. Melanie Fairbairn is taking on the role of regional manager, responsible for Victoria, South Australia and Tasmania and focused on family offices ...

L1 Capital portfolio manager leaves to start family office

CHLOE WALKER  |  THURSDAY, 14 APR 2022
After 14 years, Lev Margolin will leave the firm to start his own family office, focusing on a range of opportunities in TMET, gaming, infrastructure, agriculture and financials across both public and private markets. Commenting on his departure, Margolin ...

Deerpath Capital opens local office

ELIZABETH FRY  |  MONDAY, 4 APR 2022
Deerpath Capital Management is expanding its global footprint with the opening of a dedicated operation in Australia. The firm will offer new vintages of closed-end credit funds to institutional investors, high net-worth individuals, and family offices. ...

Perennial awards new fund admin mandate

CHLOE WALKER  |  TUESDAY, 15 MAR 2022
Perennial Partners has appointed Apex Group to deliver fund administration and transfer agency services to its new Private Ventures Fund. The Perennial Private Ventures Fund is targeting a raise of $200 million to invest in high growth private businesses ...

VGI, Regal need more time on deal

ELIZABETH MCARTHUR  |  MONDAY, 14 MAR 2022
VGI Partners and Regal Funds Management have updated investors that they will need more time to work out the terms of their merger. ASX-listed VGI Partners said in an announcement to the market: "In relation to the proposed merger of VGI Partners and ...