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Showing 711 - 720 of 760 results for "Family Office"

Crystal Wealth appoints former Multiport CEO

LINDA HAUSKEN  |  MONDAY, 6 AUG 2012
Boutique financial advisory and investment management firm Crystal Wealth Partners has named former Multiport chief executive John McIlroy as company director and shareholder. Prior to joining Crystal Wealth Partners, McIlroy was the founder of SMSF ...

Investing in Asia conference opens for business

ALEX DUNNIN  |  THURSDAY, 2 AUG 2012
Australian institutional investors wanting to gain a toehold in the Asian market or learn more about how the funds management market works in the region have only a few weeks to register for the Australian Centre for Financial Studies' Investing In ...

Family office tech suitability highlighted

MELANIE TIMBRELL  |  WEDNESDAY, 25 JUL 2012
... "This is of particular importance in maintaining the register of members for a CMT or other unitised product: the family office must ensure it has deployed a "fit for purpose" solution, as the regulator (ASIC) is likely to take a dim view of member registers ...

Hyperion makes family office hire

MELANIE TIMBRELL  |  TUESDAY, 17 JUL 2012
... Asset Management has hired Stephen Tilston as associate director in a bid to focus on the boutique institution and family office space. Tilston will now take responsibility for institutional business development within this portfolio. Formerly company's ...

Dodd-Frank sees rise in virtual family offices

MELANIE TIMBRELL  |  FRIDAY, 13 JUL 2012
... multi family offices in favour as a result. Those were among the findings reported by the Advanced Planning and Family Office Practice Group at US law firm Handler Thayer LLP in their 2012 outlook. "Most family offices with U.S. taxpayers are struggling ...

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 ...