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Showing 1 - 10 of 100+ results for "Family Office"

New role for AMP Capital distribution head

ELIZABETH MCARTHUR  |  THURSDAY, 2 DEC 2021
The former head of distribution (retail/advisory) at AMP Capital has moved on to a new role. After more than 15 years with AMP Capital, Steve Mazzarelli has joined private equity firm Fortitude Investment Management as head of distribution. "Steve joined ...

Pallas launches debt facility

KARREN VERGARA  |  TUESDAY, 16 NOV 2021
... that would sideline many of its competitors." Pallas raised $194 million in new commitments from high-net-worth and family office investors between June and August. Since it launched five years ago, its funding structure has reached over $1.2 billion ...

Multi-boutique appoints head of private wealth

ANNABELLE DICKSON  |  TUESDAY, 16 NOV 2021
Warakirri Asset Management hired from UBS for the newly created role of head of private wealth. Ben Williams was head of wholesale client coverage at the Swiss bank for over four years. He was previously national manager, retail at Lazard Asset Management ...

Shaw and Partners appoints sales lead

JAMIE WILLIAMSON  |  MONDAY, 8 NOV 2021
Shaw and Partners has appointed a former Franklin Templeton and J.P. Morgan executive as director of sales and distribution, Australia. Matthew Jackson has taken on the role, responsible for strategy, business development and investor relations for ...

HNW advice firm joins William Buck

KARREN VERGARA  |  TUESDAY, 2 NOV 2021
... accounting firm made the transaction exciting for the team. "It will allow us to establish a high-quality multi-family office and expand services to both client bases," he added. This is William Buck's seventh merger in two years. In September, William ...

Natixis hires sales director from First Sentier

KARREN VERGARA  |  WEDNESDAY, 27 OCT 2021
Natixis Investment Managers hired an institutional sales director who spent nearly a decade at First Sentier Investors. Sydney-based Edward Tighe joined Natixis IM in October. He finished up as director of institutional business at First Sentier, formerly ...

Family offices back Regal resources fund

ELIZABETH MCARTHUR  |  FRIDAY, 22 OCT 2021
... from Regal Funds Management to the tune of $90 million. Regal said it was recently approached by a small group of family office clients requesting an ability to gain a singular exposure to the resources strategy Regal has been managing internally since ...

What family offices want: Report

ELIZABETH MCARTHUR  |  TUESDAY, 19 OCT 2021
... investments and what they want from investment managers. The report found that the average wealth of an Australian family office is $1.12 billion in NSW and $1.04 billion in Victoria. Australian family offices are overwhelmingly concentrated in the two ...

BlackRock names APAC wealth lead

KARREN VERGARA  |  TUESDAY, 19 OCT 2021
... position of Asia Pacific head of wealth, responsible for developing strategies for wealth management, private banks and family office clients. Lima has relocated to Hong Kong for the role. Previously, he was based in Sydney overseeing Westpac's business ...

Cannon-Brookes takes stake in fund manager

JAMIE WILLIAMSON  |  THURSDAY, 7 OCT 2021
The Atlassian co-founder has taken an equity stake in a local impact investment firm. Grok Ventures, the family office of Mike and Annie Cannon-Brookes, now owns a minority stake in Melior Investment Management, the local impact investment house founded ...
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