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Pinnacle partners with former Blue Sky executives
KANIKA SOOD  |  THURSDAY, 4 APR 2019
Pinnacle Investment Management has taken a stake in a new boutique set up by former Blue Sky executives, after it withdrew its bid to take over management of the Blue Sky Alternatives Access Fund last year.
Top staff at Regal get equity
KANIKA SOOD  |  FRIDAY, 22 MAR 2019
Regal Funds Management's key people have just acquired equity stakes in the boutique for the first time, after Phil King's family bought back a 30% stake from Ascalon.
Younger HNWs splashing on art
KANIKA SOOD  |  WEDNESDAY, 13 MAR 2019
A new tribe of art collectors is emerging across the globe as younger high-net-worth individuals loosen their purse strings to buy more readily than the old guard, says a new UBS report.
Why this HNW adviser avoids hedge funds
KANIKA SOOD  |  TUESDAY, 5 MAR 2019
A prominent high-net-worth financial adviser is aiming to have 7-10% of his clients' portfolios in alternatives as the markets mature but he's eschewing hedge funds and picking private assets instead.
Perpetual announces Fulbright scholar
KANIKA SOOD  |  MONDAY, 4 MAR 2019
Perpetual has announced the winner of 2019 Fulbright professional scholarship in non-profit leadership.
Angel investor makes first Australian bet
KANIKA SOOD  |  FRIDAY, 1 MAR 2019
An angel investing group that invests in private companies led by LGBT founders has made its first Australian investment, ahead of the Sydney Mardi Gras this weekend.
Wills are an afterthought for the rich: Lawyer
KARREN VERGARA  |  WEDNESDAY, 27 FEB 2019
The number of wealthy people who don't have wills or rely on do-it-yourself will kits still comes as no surprise to an estate planning expert.
Stamford Capital expands into Victoria
KANIKA SOOD  |  TUESDAY, 26 FEB 2019
The nine-year-old firm has opened a Melbourne office with a new director, as it scours Victoria for new commercial debt deals and high-net-worth and family office investors.
Rich families stingier with charities
KANIKA SOOD  |  MONDAY, 25 FEB 2019
Wealthy families gave away a smaller slice of their household income in 2018 compared to those on the other end of the economic spectrum, a new study has found.
Family office backs new boutique
KANIKA SOOD  |  TUESDAY, 19 FEB 2019
Three founding members of Macquarie's Asian listed equities division are set to launch a boutique with the backing of a prominent family office.
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