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Family Office

Bill Gross donates $867m to charity

LAURA MILLAN  |  FRIDAY, 15 MAY 2015
Bond king Bill Gross has jumped straight into the list of the world's most generous philanthropists after giving US$700 million ($867 million) to charity.

Perpetual Private hires two analysts

MARK SMITH  |  MONDAY, 4 MAY 2015
Perpetual Private has bolstered its investment research team with the appointed two new analysts.

Future Generation fund adds more big names

MARK SMITH  |  MONDAY, 13 APR 2015
Future Generation Investment Company (FGX) has beefed up its board with the addition of four well-known industry figures.

We don't need financial advice: Gen Y

DARREN SNYDER  |  THURSDAY, 9 APR 2015
More than 80% of university educated, well paid Generation Y professionals don't think they need financial advice according to a recent study by KPMG.

SMSF the next frontier for robo advice

DARREN SNYDER  |  TUESDAY, 7 APR 2015
Australia's self-managed super fund market will be the next frontier for robo advice but it is not a threat to financial planners according to a recent report from FinDigital and Ignition Wealth.

Australia's coming $32bn SIB sector

ALEX DUNNIN  |  THURSDAY, 12 MAR 2015
When Patrick McClure AO released his report into the review of Australia's $150 billion welfare system in February, one important aspect that seems to have escaped the gaze of commentators was its advocacy of social impact bonds (SIB).

HLB Mann Judd launches Asia-focused business

MARK SMITH  |  THURSDAY, 5 MAR 2015
HLB Mann Judd has launched a new business targeting Asian investors looking for opportunities in Australia and New Zealand, as well as domestic businesses seeking to expand into the Asian region.

Millionaire investors swell in 2014

LAURA MILLAN  |  MONDAY, 2 MAR 2015
The number of investors holding $1 million or more has experienced the largest growth in the past five years, Investment Trends' latest report revealed.

Future Generation fund makes $618k for charities

LAURA MILLAN  |  MONDAY, 9 FEB 2015
Future Generation Investment (FGX) will be able to donate $618,000 to charities after six months trading on the Australian Securities Exchange.

Andrew Hewison takes over Hewison Private Wealth

LAURA MILLAN  |  TUESDAY, 20 JAN 2015
Andrew Hewison has taken over the role of managing director at Hewison Private Wealth, while current managing director and founder John Hewison will become the firm's chairman.