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Showing 21 - 30 of 745 results for "Family office"

Colter Bay Capital opens doors, launches private credit fund

KARREN VERGARA  |  TUESDAY, 10 MAR 2026
... $100 million for its flagship fund, private credit firm Colter Bay Capital has launched with backing from a Swiss family office and fixed income fund manager. Colter Bay Capital aims to fill the corporate funding gap in Australia's lower, middle market ...

Lowy family takes stake in Magellan

KARREN VERGARA  |  TUESDAY, 10 MAR 2026
... shopping centres in Australia and New Zealand, and Westfield Corporation. LFG is the private investment business and family office of the Lowy Family with offices in New York, Los Angeles and Sydney. Magellan will hold an extraordinary general meeting ...

Silvercrest AM expands into Australia, launches fund

ELIZA BAVIN  |  TUESDAY, 3 MAR 2026
... of equity strategies to institutional investors and provides traditional and alternative investment advisory and family office services to wealthy families. As of 30 September 2025, the firm reported assets under management of US$37.6 billion.

Former Mason Stevens investments lead sets up own OCIO

JAMIE WILLIAMSON  |  WEDNESDAY, 25 FEB 2026
A new outsourced chief investment office (OCIO) has been established by Mason Stevens' former chief investment officer, launched in partnership with Fiduciary Partners. Jacqueline Fernley has founded arcpoint OCIO, a dedicated resource for advice practices ...

Mason Stevens appoints chief investment officer

ELIZA BAVIN  |  MONDAY, 23 FEB 2026
Mason Stevens has named Leanne Taylor as chief investment officer as it continues its push into the high-net-worth (HNW) and ultra-high-net-worth (UHNW) segments. Mason Stevens said the appointment reinforces its commitment to delivering institutional-grade ...

HNWs, retirees key battlegrounds for platforms: SuitabilityHub

KARREN VERGARA  |  MONDAY, 16 FEB 2026
The race to deliver the best solutions for financial advisers catering to the high-net-worth (HNW) and retiree segments will set platform providers apart, according to SuitabilityHub. The annual Platform Market Wrap Report revealed HNWs are the "strategic ...

Alexander Funds' chief executive resigns

KARREN VERGARA  |  WEDNESDAY, 11 FEB 2026
... Victoria, South Australia and Tasmania, based in Melbourne. Also reporting to Inifer, Marchueta focuses on adviser, family office and high-net-worth clients.

Family offices hunt opportunities in AI: Report

KARREN VERGARA  |  THURSDAY, 5 FEB 2026
... majority flagged it as a thematic they will prioritise as a future investment. J.P. Morgan Private Bank's 2026 Global Family Office Report, which includes ones from Australia, found that AI dominates much of their investment strategies. Sixty-five percent ...

ISS MI acquires Family Office Access

STAFF WRITER  |  WEDNESDAY, 4 FEB 2026
ISS Market Intelligence (ISS MI) has acquired Family Office Access in a move that expands and strengthens its data and analytics offerings to wealth managers, insurers and advisers. Family Office Access provides a trove of family office research, and ...

Multi-boutique expands to Australia, seeks partners

KARREN VERGARA  |  FRIDAY, 30 JAN 2026
... George recently joined the employee-owned firm from his role as associate director of The Table Club, an Australian family office network, where he worked for three years. Also based in Sydney, George is spearheading Fairlight's push into Australia. ...