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Family Office

UHNWs target PE, commodities, real estate

BEN COLLINS  |  TUESDAY, 26 JUN 2012
The Institute for Private Investors has released the results of an investment tracking survey that says commodities, real estate and private equity are the top investment choices among ultra high net worth families in 2012.

Philanthropy needs simpler support: Perpetual Private

MELANIE TIMBRELL  |  MONDAY, 25 JUN 2012
Philanthropic giving in the last few years has been undervalued in Australia because of a disproportionate focus on tax structures and increased regulation on charitable vehicles such as private ancillary funds.

PE firms Myanmar bound

MELANIE TIMBRELL  |  THURSDAY, 21 JUN 2012
Hong Kong-based private equity firm Bagan Capital is already spreading the word among institutional investors and high-net worth individuals about its newest fund dedicated entirely to the former pariah state of Myanmar.

UHNW take $720bn hit in 2011

MELANIE TIMBRELL  |  WEDNESDAY, 20 JUN 2012
A 4.9% decline in the wealth of ultra-high net worth individuals saw the value of the entire high net worth sector contract by $US 700 billion in 2011.

Investment grade wine attracts global wealth

MELANIE TIMBRELL  |  MONDAY, 18 JUN 2012
Fine wine is increasing in attractiveness as an asset class for global private wealth investment, according to US-based specialist firm Trellis Wine Investments, which reports an annualised non-correlated return of 11.33% over the past 10 years.

EQT establishes Private Wealth division

MELANIE TIMBRELL  |  THURSDAY, 14 JUN 2012
Equity Trustees Limited has established a Private Wealth Services division under the leadership of newly recruited executive, Geoff Rimmer.

PPM moves to meet IMA demand

MELANIE TIMBRELL  |  WEDNESDAY, 13 JUN 2012
Private Portfolio Managers has appointed Andrew Beirne to its team in anticipation of continued growth in demand for individually managed accounts among family offices, charities and wealthy individuals.

Wealthy clients need consumer protections too: FPSB

ALEX DUNNIN  |  WEDNESDAY, 6 JUN 2012
Regulators should be wary of simplistic distinctions between retail and wholesale clients, warns the global interest group the Financial Planning Standards Board.

UHNW households top global growth: BCG

MELANIE TIMBRELL  |  FRIDAY, 1 JUN 2012
Ultra high net worth households topped global private wealth growth in 2011, according to Boston Consulting Group, with a further 8% rise in segment wealth predicted over the next five years.

Wilson HTM appoints new head of private wealth

MELANIE TIMBRELL  |  TUESDAY, 29 MAY 2012
Wilson HTM Investment Group has appointed former JBWere managing director Brad Gale as new head of private wealth, tasked with growing the business division's reach.