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Showing 51 - 60 of 461 results for "Family Offices"

BFA Global heads offshore

ELIZABETH FRY  |  THURSDAY, 12 JUN 2025
... evolving global market." Over the last few years, BFA has established relationships with several US managers and family offices and helped high-net-worth individuals invest in at least three high-profile companies: OpenAI, Elon Musk's SpaceX, and ...

Remara adds private wealth lead

ELIZABETH FRY  |  THURSDAY, 5 JUN 2025
... Gavin Ezekowitz -in February. The duo welcomed Ben Dixon to the firm, which connects high-net-worth individuals and family offices with opportunities, as a director of client portfolios. Wilson previously served as a private wealth adviser at Macquarie ...

LGT Crestone, AUSIEX acquisitions finalised

KARREN VERGARA  |  TUESDAY, 3 JUN 2025
... executive Patrick Salis said with this transaction, AUSIEX will "provide local institutions, financial advisers, family offices, SMSF and high-net-worth and wholesale investors with one of the most comprehensive investments trading and portfolio administration ...

CFS awards global equities mandate

KARREN VERGARA  |  TUESDAY, 27 MAY 2025
... London-based portfolio managers Mick Dillon and Bertie Thomson. Founded in 1993, the firm's clients include family offices, endowments, foundations and institutional investors. "We are grateful to CFS for their trust and partnership and look forward ...

Family offices to splash cash in APAC

JAMIE WILLIAMSON  |  FRIDAY, 23 MAY 2025
Most family offices intend to boost their allocations to Asia Pacific, excluding Greater China, over the next five years. That's according to the latest Global Family Office Study from UBS, which found 55% of APAC family offices are planning to invest ...

Mason Stevens welcomes chief strategy officer

JAMIE WILLIAMSON  |  THURSDAY, 22 MAY 2025
... opportunities to expand into new market segments, namely Australia's UHNW cohort, developing relationships with family offices and their advisers. Mermelas was previously head of family office at Morgan Stanley for more than six years. Over the last ...

DASH partners with S64

ELIZA BAVIN  |  THURSDAY, 22 MAY 2025
... multi-jurisdictional regulatory reporting and customised private market product solutions for a range of client segments - from family offices through to retail investors. "Our partnership with S64 is an exciting milestone for DASH. The shift to private ...

Citco secures powerful backer in global investment firm

ANDREW MCKEAN  |  WEDNESDAY, 14 MAY 2025
... range of asset classes and active strategies. The firm said its "developed strong relationships" and invests with family offices, family-owned businesses/entrepreneurs, corporates, and individuals with specific expertise such as independent sponsors. ...

Alternative real estate investment manager launches new fund

ANDREW MCKEAN  |  WEDNESDAY, 7 MAY 2025
... director role at Citibank. Sjahsam is responsible for elevating the company's profile among institutional investors, family offices, and wealth managers throughout Southeast Asia. "The opportunity is ripe for ASEAN investors wanting exposure to the Australian ...

MA Financial taps top exec for critical job

ELIZABETH FRY  |  THURSDAY, 1 MAY 2025
... sector." The asset manager also recently appointed Rene Oldfield to look after the financial intermediaries and family offices.