Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 431 - 440 of 462 results for "Family Offices"

Family office tech suitability highlighted

MELANIE TIMBRELL  |  WEDNESDAY, 25 JUL 2012
Family offices need to understand market obligations and construct their technology systems and strategy accordingly. SA(C)amus A" Concheanainn, managing director of Foxrock Consulting said given their niche client set, family offices often don't realise ...

Dodd-Frank sees rise in virtual family offices

MELANIE TIMBRELL  |  FRIDAY, 13 JUL 2012
Growing costs associated with Dodd-Frank compliance are making single family offices in the US less sustainable, with virtual and multi family offices in favour as a result. Those were among the findings reported by the Advanced Planning and Family ...

Regulation biggest concern for SFOs

MELANIE TIMBRELL  |  THURSDAY, 5 JUL 2012
Tax and regulatory issues are the biggest concern for single-family offices in terms of risks to managing investments, according to a survey from J.P. Morgan Private Bank. A poll of 125 single family offices (SFO), each with more than US$100 million ...

PPM moves to meet IMA demand

MELANIE TIMBRELL  |  WEDNESDAY, 13 JUN 2012
... Andrew Beirne to its team in anticipation of continued growth in demand for individually managed accounts among family offices, charities and wealthy individuals. "Investors are increasingly rejecting managed funds in favour of the transparency and tailored ...

UHNW households top global growth: BCG

MELANIE TIMBRELL  |  FRIDAY, 1 JUN 2012
... increase, partly as a result of flight to safety. Alternative business models including external asset managers, family offices and online wealth managers however, have taken advantage of the disruption caused by the financial crisis and the willingness ...

Treasury Group commits to Evergreen

LINDA HAUSKEN  |  WEDNESDAY, 30 MAY 2012
... Evergreen. Currently, Evergreen manages approximately $100 million in funds on behalf of high net worth individuals, family offices and institutions.

Wilson HTM appoints new head of private wealth

MELANIE TIMBRELL  |  TUESDAY, 29 MAY 2012
... advisory in addition to the specialist areas of derivatives, fixed income, capital markets, global solutions and family offices. Gale replaces Coppin, who was promoted to the position of managing director in February this year. Wilson HTM, which is backed ...

FS Private Wealth launches

RACHEL DAVIS  |  TUESDAY, 29 MAY 2012
... community. The online edition, www.fsprivatewealth.com.au, includes journal highlights and the latest news affecting family offices. "Unlike in the US and Europe where there are a plethora of family office publications, we found that Australia suffers ...

Private equity tax treatment under scrutiny

MELANIE TIMBRELL  |  MONDAY, 7 MAY 2012
... has raised concerns that the tax treatment of private equity classifies passive investment from institutions and family offices as active income generation. "You invest in infrastructure, property, the stock exchange, baskets of equities, all of those ...

Franklin Templeton hires new regional manager

BEN COLLINS  |  FRIDAY, 20 APR 2012
... "Stuart's appointment will enable us to further expand the service we provide to dealer groups, boutique advice firms, family offices, as well as advisers, and we are delighted to appoint a person of his calibre to this role," said Jim McKay, director ...