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Family Office

Advisers can help democratise philanthropy

KARREN VERGARA  |  FRIDAY, 17 AUG 2018
Retail investors are fuelling changes in the philanthropic sector that present business development opportunities for the financial advice and wealth management industries, according to an expert.

Philanthropists should reimagine data management: Research

KARREN VERGARA  |  THURSDAY, 9 AUG 2018
Perpetual research presents new strategies for the philanthropic and not-for-profit sectors that mitigate data risks and helps them get ahead in an increasingly digital technology-centric society.

Leading philanthropic couple honoured

HARRISON WORLEY  |  FRIDAY, 27 JUL 2018
One of Australia's leading philanthropic couples received the top honour at the 2018 Philanthropic Awards.

Should high-income earners pay charity levy?

DARREN SNYDER  |  FRIDAY, 13 JUL 2018
Academics have proposed a new system to better distribute Australia's wealth - one which would see high-income earners pay a charity levy.

Family offices maintain equity allocations: Study

DARREN SNYDER  |  FRIDAY, 13 JUL 2018
Latest research shows less than one-third of family offices are using quantitative models to determine asset class allocations and position sizes. At the same time, equity allocations remain unchanged.

Aussie HNWI population grows: Capgemini

HARRISON WORLEY  |  THURSDAY, 21 JUN 2018
Latest research from digital consultant Capgemini shows Australia's high-net-worth individual (HNWI) population is growing, with more than 20,000 Aussies joining the fold in 2017.

Socio-emotional wealth key to keeping business in the family: KPMG

HARRISON WORLEY  |  MONDAY, 28 MAY 2018
Latest family business research from KPMG shows that business families with high socio-emotional wealth are more likely to keep control of the business within the family.

Macquarie merges private wealth businesses

KANIKA SOOD  |  THURSDAY, 17 MAY 2018
Macquarie Group is consolidating its private bank and private wealth businesses to concentrate its growth strategy on high net-worth (HNW) clients, a move it expects to affect advisers.

HNWIs give a boost to resurgent art market: Research

ALEX BURKE  |  WEDNESDAY, 14 MAR 2018
High-net-worth investors, particularly the growing Asian cohort, have boosted the global art market by 12% after two years of decline.

Australia ticks boxes for ultra-high-net-worth individuals

KARREN VERGARA  |  MONDAY, 12 MAR 2018
Despite numerous initiatives to curb foreign investment, Australia is still a destination of choice for ultra-wealthy investors, according to Knight Frank's wealth report.