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Showing 81 - 90 of 461 results for "Family Offices"

IAM mandate grows to $130m

KARREN VERGARA  |  MONDAY, 10 MAR 2025
... $130 million. IAM is refinancing MoneyMe's MME Horizon Warehouse Trust, which has secured commitments from family offices, high-net-worth investors, and credit funds. The deal announced on February 26 initially sought a minimum of $125 million to ...

Swiss fund manager expands in Australia

KARREN VERGARA  |  FRIDAY, 7 MAR 2025
... Capital Australia upon completion of the transaction. The fund manager caters to global institutional investors, family offices, and high-net-worth individuals. Its current portfolio spans private equity, real estate, renewable development projects ...

Mercer snaps up Northern Trust AM exec

ELIZABETH FRY  |  THURSDAY, 6 MAR 2025
... almost two years developing investment solutions for asset owners like super funds, endowments and foundations, family offices, and sovereign wealth funds. Before Northern Trust, Morgan spent four years at Mercer in Australia as the head of institutional ...

HNWIs set to increase real estate exposure

ELIZA BAVIN  |  THURSDAY, 6 MAR 2025
... Australia ranks ninth for HNW population, at 1.8% of the population, or 42,789 HNWIs. Knight Frank said a survey of 150 family offices found wealthy investors are keen to broaden their exposure to real estate, a sector they view as offering both growth ...

Family office CIO joins Heritvest

ELIZABETH FRY  |  THURSDAY, 27 FEB 2025
... investment process and how to implement this investment process within a multi-family environment," he stated. As family offices have become bigger and more sophisticated, they are attracting more investment professionals from large financial services ...

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 ...