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Showing 81 - 90 of 456 results for "Family Offices"

Boutique appoints distribution lead

ELIZABETH FRY  |  THURSDAY, 27 FEB 2025
... Dixon to the firm as a director of client portfolios. BFA Global - which connects high-net-worth individuals and family offices with opportunities - is run by Belz - a former executive at Goldman Sachs and Victor Smorgon family office- and Ezekowitz ...

Technology optimises family office performance: KPMG

KARREN VERGARA  |  WEDNESDAY, 26 FEB 2025
With the drastic rise in the number of family offices setting up shop in Australia in recent years, their reliance on technology to optimise operations and performance has also become evident, new research from KPMG found. The 2025 Australian Family ...

Perennial beefs up sales team

ELIZABETH FRY  |  THURSDAY, 20 FEB 2025
... the multi-boutique investment management group, Curtis looked after wholesale IFA and private wealth segments, family offices, and direct high-net-worth wholesale investors. He joined fund manager Warakirri in June 2020 as a business development manager ...

David Paradice hires from Betashares

ELIZABETH FRY  |  THURSDAY, 20 FEB 2025
... planners and advisors in New South Wales. Now, he covers a more diverse set of clients, including consultants, family offices, and ultra-high-net-worth clients. "It {Betashares} was a great place and a great role, but Paradice was a chance for career ...

Brookfield subsidiary launches credit fund locally

KARREN VERGARA  |  FRIDAY, 14 FEB 2025
... to provide different access points for wealth investors, whether they're ultra-high-net-worth individuals, family offices, or wholesale investors needing more liquidity. Brookfield acquired a majority stake of 62% in Oaktree Capital Group in 2019 ...

JP Morgan AM nabs Netwealth exec

ELIZABETH FRY  |  THURSDAY, 13 FEB 2025
... Management has appointed a former Netwealth investment solutions executive to lead its high-net-worth individuals and family offices segment. Reporting to Mark Carlile, the asset manager's head of wholesale for Australia and New Zealand, Naomi Finnigan ...

LGT Capital Partners named lead investor for $143m fund

ELIZA BAVIN  |  TUESDAY, 11 FEB 2025
... Fund 2 (AAF2). Armitage provides capital and management support to small- and medium-sized businesses, typically family offices, across Australia and Asia Pacific, partnering with shareholders and management to grow their companies. Armitage partnered ...

Moonfare launches in Australia

KARREN VERGARA  |  FRIDAY, 7 FEB 2025
... equity, and infrastructure. "Investments in secondaries, private credit, and co-investments are also available, while family offices and those able to invest at larger scale can invest directly in select companies alongside leading general partners (GPs)," ...

System Capital joins Fidante stable

JAMIE WILLIAMSON  |  MONDAY, 3 FEB 2025
... Margolin said. As at December end, the fund has returned 24.3% per annum before fees since inception. It is suited to family offices, high-net-worth investors, and retail clients. Fidante is partnering with System Capital to enable the latter's growth ...

Oaktree veteran jumps to Avari

ELIZABETH FRY  |  THURSDAY, 16 JAN 2025
... real estate and managing over $300 million in real estate credit with a investor base of private wealth firms, family offices and institutions.