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| | | ... Sydney and one in Hong Kong and offers a range of services covering financial advice, accounting, tax compliance, family office, SMSFs and insurance. The firm's IPO was independently advised by Grant Samuel and Morgans acted as sole lead manager. "I ... |
| | | | Two prominent Australian family office businesses have signed a conditional heads of agreement to combine operations. Subject to regulatory approvals, Mutual Trust and Myer Family Company (MFCo) will merge, with Myer Family Investments (MFI) owning ... |
| | | | ... of Financial Planning ; FS Super - The Journal of Superannuation Management ; FS Private Wealth - The Journal of Family Office Investment and FS Managed Accounts - The Journal for Managed Accounts Professionals. Topics that will be explored include consumer ... |
| | | | ... with its clients over the past nine months. "In late 2016, we started to receive more and more feedback from our family office and HNW clients that they felt the cycle was very toppy," Forza director Adam Murchie said. "Many of them advised that their ... |
| | | | ... clients, he looks forward to being part of Myer Family's continued growth in Sydney. "[Myer Family] is the leading family office in Australia. Its reputation for understanding clients' needs and ambitions is second only to its reputation for delivering ... |
| | | | ... in December 2016, is the new head of retail distribution at RF Capital, the asset management arm of the Roberts Family Office. Purcell has almost 20 years' experience in financial services, having also previously held senior roles with Colonial First ... |
| | | | Coolabah Capital is growing its boutique fixed-income business with a new non-executive director and portfolio manager. Joining as non-executive director is Bob Henricks, who chaired Energy Super for 20 years. Ashley Kabel, meanwhile, joins as a portfolio ... |
| | | | A specialist investment manager for high-net-worth clients recently added three members to its investment team. Now managing more than $1.3 billion, Sydney-based Atrium Investment Management said the hires would provide diverse skills and experience. ... |
| | | | ... in-house investment capability with the appointment of Anthony Seabrook. Seabrook, a former fund manager at the family office Portland House, will join Cbus as senior portfolio manager in the internal equities team. "We are delighted to have Anthony ... |
| | | | ... of the Financial Services Institute of Australasia. Her new role is as a director at AM & AB Campbell, a private family office. Campbell's departure was announced in Magellan's interim results, wherein the company revealed a 20% slide in after-tax profit ... |
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