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Family Office

Wilsons starts Canberra office

KANIKA SOOD  |  MONDAY, 8 FEB 2021
The 125-year-old advice and stockbroking firm is establishing a Canberra office, as two financial advisers based in the region join from Elston.

Billionaires profit from pandemic: Report

KARREN VERGARA  |  FRIDAY, 29 JAN 2021
The nation's wealthiest saw their fortunes increase by nearly $85 billion during the COVID-19 pandemic, a global survey highlighting the widening income-inequity gap shows.

Future Fund director puts WA property on the market

KANIKA SOOD  |  FRIDAY, 15 JAN 2021
John Poynton has listed for sale his family's 15-bedroom property in Western Australia, with the price expected to be in the $7.5 million range.

Equity Trustees reports on 2020 giving

KANIKA SOOD  |  FRIDAY, 18 DEC 2020
Equity Trustees' annual giving report says donors made 3241 grants in the year, with natural disaster being key areas of focus.

Woman allegedly left out of will because she was born by artificial insemination

ELIZABETH MCARTHUR  |  FRIDAY, 18 DEC 2020
One of Australia's richest families is locked in a legal dispute over their father's will, which left out a child conceived by artificial insemination.

Reporting rules for charities relaxed

KANIKA SOOD  |  WEDNESDAY, 16 DEC 2020
About 5000 charities will see easier financial reporting requirements from mid-2021, as the Federal Treasury amends the rules.

WA Super trio launches boutique

KANIKA SOOD  |  MONDAY, 7 DEC 2020
WA Super's former chief investment officer Chris West and two others have launched a new investment consultancy, following the completion of its merger with Aware Super.

BlackRock to buy equity index firm

KARREN VERGARA  |  MONDAY, 30 NOV 2020
The investment giant is making a bigger play for wealthy investors, offering them a more personalised strategy with the acquisition of an equity index business for US$1.05 billion.

New multifamily real estate fund

KANIKA SOOD  |  MONDAY, 30 NOV 2020
A new fund that will invest in $223 million worth of American multifamily assets is pitching to Australian investors.

HNW platform adds Europe ESG strategy

KANIKA SOOD  |  THURSDAY, 26 NOV 2020
Stropro is offering wholesale investors access to a Societe Generale indexed strategy that includes 43 companies expected to benefit from Europe's transition to cleaner energy.