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Showing 711 - 720 of 772 results for "Family Office"

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 ...

Lest we forget Lehman: Omgeo

MELANIE TIMBRELL  |  TUESDAY, 11 SEP 2012
... previously have been reluctant to automate in the middle and back office. "Historically a sovereign wealth fund or family office or wherever the money was coming from would do its due diligence on a hedge fund purely on an investment technique, investment ...

Catch-all 'Alternative' label useless: Pengana

ALEX DUNNIN  |  FRIDAY, 7 SEP 2012
Increasing allocations to alternatives warrants a more meaningful classification over what comprises the sector, according to Pengana Capital. Russell Pillemer, Pengana Capital CEO, said when "alternative" allocations were small, reference to the ubiquitous ...

SSgA names wholesale vice president

LINDA HAUSKEN  |  FRIDAY, 24 AUG 2012
State Street Global Advisors (SSgA) has named Amy Johnston as vice president of wholesale sales, to lead its expansion into the Australian wholesale channel. Johnston joins from Goldman Sachs Asset Management where she held the role as a national accounts ...