Intergenerational business succession failing: Report
KARREN VERGARA  |  FRIDAY, 29 SEP 2017
Australian private and family business owners are about twice as likely to sell than hand over the reins to the next generation when compared to the global average, a report by PwC Australia found.
BigTech: The next frontier for high-net-worth investors
EMMA RAPAPORT  |  FRIDAY, 29 SEP 2017
High-net-worth individuals could soon turn to Apple, Google, Amazon and Facebook for wealth management needs according to latest research from Capgemini.
IOOF subsidiary partners with venerable global non-profit
ALEX BURKE  |  THURSDAY, 28 SEP 2017
An IOOF subsidiary entered into a historic partnership with one of the world's leading global private foundations, which has been in operation for more than a century.
Family offices put focus back on equities: Research
EMMA RAPAPORT  |  TUESDAY, 26 SEP 2017
Asia-Pacific family offices have recorded strong performance off the back of developed-market equities and private equity, according to latest research.
Citi expands Australian wealth business
KARREN VERGARA  |  TUESDAY, 5 SEP 2017
Citi will treble its Australian wealth management business by 2020, announcing plans to rapidly expand its client base and increase staff by more than 100 over the next three years.
Family office takes asset manager stake to $55m
ALEX BURKE  |  FRIDAY, 30 JUN 2017
A prominent Australian family office entered into a placement with an ASX-listed asset manager, bringing its total investment to $55 million.
Family offices partner for major US acquisition
ALEX BURKE  |  THURSDAY, 22 JUN 2017
Australian and US sophisticated investors partnered to acquire a suite of large-scale multifamily real estate assets in the US.
Family office giants agree to merger
ALEX BURKE  |  TUESDAY, 13 JUN 2017
Two prominent Australian family office businesses have signed a conditional heads of agreement to combine operations.
Concerned HNWs rolling back property exposure
ALEX BURKE  |  FRIDAY, 26 MAY 2017
Client feedback at boutique property fund manager Forza Capital suggests high-net-worth investors believe commercial property assets are fully priced.
Iron magnate makes historic $400m pledge
ALEX BURKE  |  MONDAY, 22 MAY 2017
The Australian chair of one of the world's largest iron ore producers recently made the largest ever donation by a living Australian to a range of charitable causes.
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