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Showing 1 - 10 of 189 results for "Philanthropy"

HNWIs demand outperforming, mission-driven endowment funds

KARREN VERGARA  |  FRIDAY, 4 SEP 2026
High-net-worth investors' (HNWIs) increasing demand for philanthropy vehicles with robust governance, a clear mission and can outperform in equal measure is helping fuel the rise of endowment funds such as the Aspect Impact Fund. The endowment currently ...

APS appoints new chief executive

VINNY VUCAGO  |  THURSDAY, 3 SEP 2026
... Judith Fiander set to retire in February 2027 after leading the organisation through a period of growth in structured philanthropy. Lisa George will succeed Fiander and commence with APS early next year, bringing extensive experience across financial ...

American Century names APAC managing director

ELIZA BAVIN  |  THURSDAY, 27 AUG 2026
... record of helping advisers build lasting bridges to the next generation of investors through thoughtfully integrated philanthropy and sustainability strategies. "Throughout my career, I've focused on helping investors achieve better outcomes, and ...

Geoff Lloyd to lead Perpetual wealth spin-off

ELIZABETH FRY  |  THURSDAY, 19 MAR 2026
... non-profit work, serving as chair of the University of Technology Sydney Law School Advisory Board, UTS's inaugural Philanthropy Board, and The Fathering Project. Commenting on the recently acquired wealth business, Lloyd said the change of ownership ...

ISS MI acquires Family Office Access

STAFF WRITER  |  WEDNESDAY, 4 FEB 2026
... strategy-driven search and outreach tools. It also provides insights on next-generation engagement, direct investments, philanthropy and impact trends. Family Office Access will be added to ISS MI's MarketPro platform, allowing users to identify and ...

Forrests' donation crowns WA as most generous state: KPMG

KARREN VERGARA  |  TUESDAY, 13 JAN 2026
... takes the Minderoo Foundation's endowment to about $7.6 billion - the largest of Australia's foundations and trusts," Philanthropy Australia said at the time. "The gift follows on from the Forrests' 2013 pledge to donate at least half of their wealth ...

Mason Stevens secures mandate from UHNW advisory

ELIZA BAVIN  |  TUESDAY, 25 NOV 2025
... management solutions, including personalised investment strategies, tax and estate planning, second-generation advice, philanthropy, and private client advisory services. "We are thrilled to welcome Garth and Cathy to the Mason Stevens platform," Mason ...

Wealthy families double down on private markets: JP Morgan

RIDDHIMA TALWANI  |  MONDAY, 10 NOV 2025
... questions about long-term impact and human connections," the report read. Over 70% of principals are dedicated to philanthropy, viewing giving as grounds for stewardship and value in action. "My father spent 101% of his time on making money, not giving ...

Perpetual confirms exclusivity with Bain Capital

KARREN VERGARA  |  WEDNESDAY, 5 NOV 2025
... this uncertainty, we experienced continued growth from Jacaranda Financial Planning in the pre-retiree business, philanthropy, and medical segments," Perpetual said. "Our work in the philanthropy and community and social investments sector remains a ...

Australia's top allocators to share insights at InDay

STAFF WRITER  |  FRIDAY, 12 SEP 2025
Some of the biggest names in funds management, superannuation and philanthropy will come together on Tuesday, September 23 for the annual Family Office and Manager InDay. InDay is the foundation's annual manager and family office showcase - a curated ...
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