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Showing 21 - 30 of 456 results for "Family Offices"

Why a single insto client is a massive business risk

KARREN VERGARA  |  TUESDAY, 16 DEC 2025
... have one very large client that pulls the money, then that creates a big risk for your business." Aoris targets family offices, ultra-high-net-worth investors, and offers direct investments such as unit trusts and managed accounts, and indirectly via ...

Knight Frank launches private office in Australia

RIDDHIMA TALWANI  |  THURSDAY, 4 DEC 2025
... investment strategy, across every real estate sector. Working exclusively with high-net-worth individuals (HNWIs), family offices and their advisers, the private office will operate with the support of its partners in Australia and New Zealand respectively ...

Federation AM strengthens ESG oversight with fresh leadership

RIDDHIMA TALWANI  |  WEDNESDAY, 26 NOV 2025
... Colonial First State, Implemented Portfolios and Perpetual. "There is a growing appetite among advisers, platforms and family offices for alternative investments that offer diversification and growth," Rozis said. "Federation is uniquely positioned with ...

Clime shutters two funds, offloads retail book

KARREN VERGARA  |  TUESDAY, 25 NOV 2025
... Wealth, which trades as Clime QLD, provides retail financial advice and targeted solutions to private clients, family offices and not-for-profit entities. The settlement is expected to occur on December 19. If it proceeds, Clime will receive a $0.4 million ...

Revolution AM appoints distribution lead to drive expansion

RIDDHIMA TALWANI  |  TUESDAY, 25 NOV 2025
... funds management and retirement income. In these roles he was involved in managing investor relationships across family offices, advisers, asset consultants, and institutional clients. Most recently Price served as head of distribution and investment ...

Mason Stevens secures mandate from UHNW advisory

ELIZA BAVIN  |  TUESDAY, 25 NOV 2025
... GloryHouse was founded earlier this year by Hu and Cathy Ding and offers independent advisory services to UHNW family offices and sophisticated investors. The firm provides a wide range of bespoke wealth management solutions, including personalised investment ...

T. Rowe and Oak Hill launch flexible credit income fund

RIDDHIMA TALWANI  |  MONDAY, 24 NOV 2025
... that the launch of the fund reflects the growing local demand for alternative credit solutions among advisers and family offices. "Unlike most existing offerings in the Australian private credit market, which see significant concentration in real estate ...

Metrics supports efforts to raise standards in private credit

RIDDHIMA TALWANI  |  THURSDAY, 6 NOV 2025
... managing director Arian Neiron said: "Private credit has been an attractive allocation for institutional investors and family offices for many years, but the rising number of retail investors entering the space more recently has made this a growing concern ...

Strategic partnerships focus for global family businesses: Deloitte

RIDDHIMA TALWANI  |  FRIDAY, 24 OCT 2025
... around 21% to 30% of the profit from the business. According to a latest KPMG study, about two in five Australian family offices are run by chief executives who are a member of the family and can earn up to US$625,000. "You need strategic plans for your ...

Rest Super team defects to Channel Capital

ELIZABETH FRY  |  THURSDAY, 16 OCT 2025
... institutional-grade ODD. The new business will operate as an independent subsidiary, helping institutional investors, family offices, and asset managers manage operational complexity, reduce risk, and make more confident investment decisions through ...