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Showing 701 - 710 of 745 results for "Family office"

Regulation biggest concern for SFOs

MELANIE TIMBRELL  |  THURSDAY, 5 JUL 2012
... maximising returns as highly important. In terms of final investment decisions, the survey found 44% are made by the family office principals, 42% by an investment committee and just 14% by a chief investment officer. Two-fifths (40%) of respondents ...

PPM moves to meet IMA demand

MELANIE TIMBRELL  |  WEDNESDAY, 13 JUN 2012
Private Portfolio Managers has appointed 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 ...

UHNW households top global growth: BCG

MELANIE TIMBRELL  |  FRIDAY, 1 JUN 2012
Ultra high net worth households topped global private wealth growth in 2011, according to Boston Consulting Group, with a further 8% rise in segment wealth predicted over the next five years. Wealth held by ultra-high net worth (UHNW) households, defined ...

Treasury Group commits to Evergreen

LINDA HAUSKEN  |  WEDNESDAY, 30 MAY 2012
Treasury Group has acquired a minority equity interest in the absolute return manager, Evergreen Capital Partners. Treasury Group (TRG) has acquired a 30% stake in Evergreen in return for an upfront payment of $1.4 million plus a further deferred amount ...

Wilson HTM appoints new head of private wealth

MELANIE TIMBRELL  |  TUESDAY, 29 MAY 2012
Wilson HTM Investment Group has appointed former JBWere managing director Brad Gale as new head of private wealth, tasked with growing the business division's reach. "Obviously Brad is a highly credentialed and experienced guy with a unique perspective ...

FS Private Wealth launches

RACHEL DAVIS  |  TUESDAY, 29 MAY 2012
Financial Standard has today launched FS Private Wealth: The Journal of Family Office Investment. FS Private Wealth is a quarterly journal, set in magazine format, aimed at bringing the latest articles and research relevant to the family office community. ...

Private equity tax treatment under scrutiny

MELANIE TIMBRELL  |  MONDAY, 7 MAY 2012
The Australian Tax Office has responded to criticism that tax treatment of gains on private equity is impacting flow of development capital from institutional investors. The Australian Private Equity and Venture Capital Association (AVCAL) has raised ...

Arts attract philanthropic funds

MELANIE TIMBRELL  |  FRIDAY, 4 MAY 2012
... development projects accounted for $5.28 million of the $23.2 million in grants to organisations from clients of the multi-family office last year. Education attracted $4.88 million, health, wellbeing and medical research $2.69 million, international ...

Franklin Templeton hires new regional manager

BEN COLLINS  |  FRIDAY, 20 APR 2012
Franklin Templeton Investments has added its retail division as part of a wider expansion plan. Stuart Devlin joined Franklin Templeton investments in April this year, in the newly created position of southern regional manager of Franklin Templeton's ...

Citi wins elite investment firm mandate

MELANIE TIMBRELL  |  THURSDAY, 19 APR 2012
Citi has won a mandate from Guggenheim Investment Advisory for a suite of services including middle office, fund administration and custody for Guggenheim's hedge fund platform. Guggenheim Partners currently has more than US$125bn in assets under management ...