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Showing 411 - 420 of 745 results for "Family Office"

Industry fund operations chief exits

KARREN VERGARA  |  MONDAY, 18 JAN 2021
The former chief operating officer of WA Super has left following the superannuation fund's merger with Aware Super. Paul Owen joined WA Super in 2006 and after seven years moved into the client services role, where he was responsible for managing financial ...

WA Super trio launches boutique

KANIKA SOOD  |  MONDAY, 7 DEC 2020
... the shared value of providing advice that is in the client's best interests." Frontier's move into advice/family office segment mirrors similar moves by peers JANA and Mercer, which currently offer services such as asset allocation, external ...

US wealth manager acquires three Aussie firms

ELIZABETH MCARTHUR  |  THURSDAY, 3 DEC 2020
... headquartered in Caulfield North in Victoria. It caters to ultra-high and high net worth individuals and offers family office services. "Taking advantage of Connectus' strategic resources, while leveraging the shared infrastructure they offer, will ...

New fund to invest in AI companies

KANIKA SOOD  |  TUESDAY, 1 DEC 2020
... 1.65% p.a. in base fees and 20% above a 7% hurdle in performance fees. The firm is pitching it to sophisticated and family office market, with minimum investment size set at $100,000 with $50,000 for subsequent top ups. "With innovative technologies ...

HESTA partners with Australian Unity

ELIZABETH MCARTHUR  |  TUESDAY, 1 DEC 2020
The $56 billion industry superannuation fund for health workers has partnered with Australian Unity to establish a new capital source for the For Purpose, Mutual sector in Australia. HESTA has committed $20 million as a cornerstone investor in Australian ...

HNW platform adds Europe ESG strategy

KANIKA SOOD  |  THURSDAY, 26 NOV 2020
Stropro is offering wholesale investors access to a Societe Generale indexed strategy that includes 43 companies expected to benefit from Europe's transition to cleaner energy. The unlisted strategy's holdings include Siemens, Schneider Electric, and ...

EQT wins endowment mandate

ANNABELLE DICKSON  |  WEDNESDAY, 25 NOV 2020
... non-executive director on the boards of the Reserve Bank of Australia, Qualitas Property Partners and the Schwartz family office, Trawalla Group. Along with her family, Schwartz established philanthropy vehicle Trawalla Foundation in 2004 to fund "exceptional ...

Fidelity launches one-stop-shop platform

KARREN VERGARA  |  TUESDAY, 17 NOV 2020
Fidelity Investments has launched a one-stop-shop wealth management platform that helps investment advisers streamline the advice and portfolio construction process. Fidelity Managed Account Xchange (FMAX), which launched on November 16 in the US, allows ...

Pengana launches new Israel equities fund

KANIKA SOOD  |  WEDNESDAY, 11 NOV 2020
Pengana Capital is partnering with an Israeli fund manager to launch a new tech-focused fund that invests in 30 stocks for local wholesale investors. The Pengana Alpha Israel Fund is managed by Alpha LTI, an equities boutique founded in 2005 that currently ...

Channel Capital in management buyout

KANIKA SOOD  |  TUESDAY, 10 NOV 2020
... entity services to a select group of investment management companies and their clients across the institutional, family office, high net worth and advisor-led investor space in Australia and New Zealand. Channel's subsidiary, Channel Investment Management ...