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Showing 561 - 570 of 745 results for "Family office"

Wealth firm lists on ASX with $7.3m IPO

ALEX BURKE  |  TUESDAY, 20 JUN 2017
... 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 ...

Family office giants agree to merger

ALEX BURKE  |  TUESDAY, 13 JUN 2017
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 ...

Financial Standard to expand into Marketing and Communications educational content

ALEX BURKE  |  FRIDAY, 9 JUN 2017
... 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 ...

Concerned HNWs rolling back property exposure

ALEX BURKE  |  FRIDAY, 26 MAY 2017
... 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 ...

Myer Family lures NAB executive

KARREN VERGARA  |  TUESDAY, 16 MAY 2017
... 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 ...

RF Capital appoints new retail distribution head

JAMIE WILLIAMSON  |  FRIDAY, 21 APR 2017
... 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 hires former Energy Super chair

ALEX BURKE  |  TUESDAY, 11 APR 2017
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 ...

Family office manager expands

KARREN VERGARA  |  TUESDAY, 11 APR 2017
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. ...

Cbus names new portfolio manager

EMMA RAPAPORT  |  MONDAY, 27 FEB 2017
... 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 ...

Magellan COO departs for family office job

ALEX BURKE  |  FRIDAY, 17 FEB 2017
... 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 ...