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Showing 21 - 30 of 768 results for "Family office"

HeirWealth launches AI integration

VINNY VUCAGO  |  FRIDAY, 10 JUL 2026
HeirWealth has launched a Model Context Protocol (MCP) server allowing financial advisers, accountants and family offices to query consolidated client wealth data through artificial intelligence assistants such as ChatGPT and Claude. The Australian ...

arcpoint OCIO scores more mandates, Larapinta Private launches

KARREN VERGARA  |  TUESDAY, 7 JUL 2026
Recently launched arcpoint OCIO has won three mandates including securing wealth manager and family office Larapinta Private, a new venture set up by a former Koda Capital partner. Founded by Troy Armstrong, Larapinta Private caters to Australia's ...

Mosaic Private names investment chief

MATTHEW WAI  |  TUESDAY, 7 JUL 2026
... Mosaic Private, the private credit fund manager backed by Flight Centre Travel Group co-founder Geoff Harris' family office, has named its chief investment officer, joining from Centuria Bass Credit. Johnny Woodhouse has joined the business, bringing ...

Family office succession takes back seat to investments

KARREN VERGARA  |  FRIDAY, 5 JUN 2026
... most family offices have a robust investment focus and operations to support that, according to the new UBS Global Family Office Report. Among the 307 participants, strategic asset allocation, portfolio risk management and financial reporting are most ...

Russell Investments wins $8.6bn mandate

ELIZA BAVIN  |  WEDNESDAY, 27 MAY 2026
Russell Investments has been appointed by Income Insurance, a Singapore-based composite insurer, to manage an $8.6 billion foreign exchange (FX) overlay mandate across its global investment portfolio. Income Insurance manages a diversified $33.6 billion ...

Bridgewest Ventures lands in Australia

KARREN VERGARA  |  MONDAY, 25 MAY 2026
Kiwi venture capital firm Bridgewest Ventures has scored an AFSL to expand in Australia, hoping to win over family offices, wealth advisers and institutional investors with a new fund. Founded in 2020, Bridgewest Venture invests in the sectors of life ...

Channel Capital appoints distribution director

STAFF WRITER  |  THURSDAY, 14 MAY 2026
... Xavier will focus on servicing wealth advisers and sophisticated clients across the intermediary, private wealth and family office channels, building on the group's relationships in Victoria and other regional locations. Prior to joining Channel Capital ...

GSFM launches two global private markets funds

MATTHEW WAI  |  MONDAY, 11 MAY 2026
... CI Global Private Markets Income Fund in Australia. The strategies are available to institutional, wholesale and family office investors. CI GAM, founded in 1965, is a Canadian investment manager and an affiliate of GSFM. The CI Global Private Markets ...

Clime Investment offloads SMA business

KARREN VERGARA  |  FRIDAY, 1 MAY 2026
... retains a 10% interest in the newly combined business. The deal involved Clime retaining selected high-net-worth family office relationships operating under portfolio management arrangements rather than traditional retail advice structures. "The business ...

JANA appoints inaugural chief investment officer

JAMIE WILLIAMSON  |  FRIDAY, 1 MAY 2026
... chair of its global investment committee. Prior to Morningstar, Wacher was the investments chief at Cambooya, the family office for the Vincent Fairfax family. He's also held roles at Qantas Super, Russell Investments and CMC Markets. At JANA, he will ...