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Showing 1 - 10 of 186 results for "Philanthropy"

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 ...

ECP joins Future Generation Women lineup

MATTHEW WAI  |  FRIDAY, 29 AUG 2025
... portfolio and allows Future Generation Women to further our mission of driving gender equality through investments and philanthropy." According to the July update, the fund returned 4.7% since its inception in December last year for Australian equities ...

Former fund investment chief joins JANA

MICHELLE BALTAZAR  |  THURSDAY, 31 JUL 2025
... Paul Ramsay Foundation and the Besen Family Foundation manage assets above the $100 million mark, based on the AFR Philanthropy List. "I'm thrilled to be joining JANA at a time of strong momentum in the NFP sector. I look forward to supporting them ...

Grok Ventures sees two executives exit

ELIZA BAVIN  |  MONDAY, 30 JUN 2025
... Cannon-Brookes' private office earlier this year, will now oversee climate investments at Grok Ventures, climate philanthropy alongside Boundless Earth chief executive Eytan Lenko, and other things under Cannon-Brookes' umbrella of companies. ...
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