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Family Office

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.

Citi expands fixed income offering for wholesale

KANIKA SOOD  |  THURSDAY, 5 NOV 2020
Citi Australia is offering wholesale clients access to high-yield bonds, hybrids and capital notes, as it expands its fixed income services.

Crestone revenue up 12% to $120.5m

KANIKA SOOD  |  MONDAY, 2 NOV 2020
Crestone Wealth Management reported revenue of $120.5 million for FY20, as it added $1 billion in net new client money and nine new advisers during the year.

Magellan chief backs health startup

KANIKA SOOD  |  TUESDAY, 20 OCT 2020
When it comes to investing his own money, Magellan's chief executive Brett Cairns likes to go back to his roots in science.

Sydney boutique sharpens focus on HNWs

KANIKA SOOD  |  FRIDAY, 9 OCT 2020
A Sydney real estate fund manager has established a private wealth division, as it sees opportunities to snap up new assets for syndicates of wealthy investors.

Liberman firm backs non-bank lender

KANIKA SOOD  |  TUESDAY, 22 SEP 2020
A Liberman family investment company has topped up its investment in a small bank lender.

Heine family sells Netwealth shares

KANIKA SOOD  |  THURSDAY, 27 AUG 2020
The Heine family took advantage of Netwealth's strong results and buoyant share price yesterday to sell down about $76 million worth of shares in the company -- a tiny sliver of their expansive holding.

Morgan Stanley duo establishes advice boutique

KANIKA SOOD  |  THURSDAY, 20 AUG 2020
Two former Morgan Stanley financial advisers have started a new private wealth firm focused on HNW and UHNW clients.

Mixed results at Bjelke-Peterson estate sale

ELIZABETH MCARTHUR  |  THURSDAY, 13 AUG 2020
A Lloyds auction of the estate of controversial former Queensland premier Joh Bjelke-Peterson produced mixed results.