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Showing 681 - 690 of 745 results for "Family office"

Certitude wins three new mandates

MARK SMITH  |  WEDNESDAY, 6 FEB 2013
... products are well suited for the changing investor environment," said Certitude chief executive Craig Mowll. A large family office, a high net worth boutique dealer group and a large trustee and multi-manager had granted the mandates, Mowll explained. ...

Family office and HNW clients overlook best cash deposit rates

MARK SMITH  |  FRIDAY, 14 DEC 2012
... 1%. In response to the poor rates on offer at many of the private banks, Harris Fraser - a wealth management and family office specialist focused predominantly in Asia - has developed a cash strategy that pools together the assets of major high-net worth ...

Season's Greetings from Financial Standard

MARK STORY  |  FRIDAY, 14 DEC 2012
... readership and support. We reached several milestones in 2012, namely the launch of the: * FS Private Wealth: Journal of Family Office Investment ( www.fsprivatewealth.com.au ) * SelectingSuper iPad app * FS Social Media Influence, Leadership + Excellence ...

Prime Value boosts BDM team

MARK STORY  |  WEDNESDAY, 12 DEC 2012
... said that Prime Value was a unique player in the market, being an independent boutique which grew from managing family office money in the late 1990s. "Our structure is not common in the market, and our combination of people, experience and methodology ...

Family office growth creates opportunity for wealth managers

MARK SMITH  |  FRIDAY, 7 DEC 2012
The huge growth in family office wealth is leading to significant opportunities for investment managers, according to Boston-based global research firm Cerulli Associates. A new global report posted by the company shows that assets under management ...

Early engagement key to next-gen wealth transfer

MARK SMITH  |  FRIDAY, 30 NOV 2012
... family fortune in frivolous ways. In his experience, Dunn says that revealing the true size of funds managed by the family office can be too great a burden but engaging the next generation with philanthropy is much more positive. "A private ancillary ...

New retail manager for Franklin Templeton

BEN COLLINS  |  FRIDAY, 23 NOV 2012
... this year as part of the build out of its Advisory Services team dedicated to servicing the Australian retail and family office market. "Matt's hire rounds off our initial key hires in the retail part of our business and his background and experience ...

Cambooya appoints new CEO

MELANIE TIMBRELL  |  WEDNESDAY, 3 OCT 2012
Fairfax family office Cambooya Services has appointed a new chief executive following the departure of Peter Roach in July this year. Jenny Wheatley assumed the role of CEO of Cambooya Services in August. She has additionally taken the role of CEO for ...

Family businesses provide engine for recovery

MELANIE TIMBRELL  |  FRIDAY, 21 SEP 2012
Family businesses' long-term focus and emphasis on product quality has enabled significant out-performance of the market and placed them in good stead to act as drivers for economic recovery, according to Credit Suisse research. A recent survey of 280 ...

Concentrated portfolios can benefit HNW

BEN COLLINS  |  THURSDAY, 13 SEP 2012
Private investors who are not concerned with a deviation from global indices can benefit from a concentrated equities portfolio, said Private Portfolio Managers (PPM). "Many high net worth (HNW) and family offices find it difficult to access international ...