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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.

Charities and trust: Glass half empty or half full?

KANIKA SOOD  |  TUESDAY, 19 FEB 2019
A recent survey says Australia's trust in non-profits strengthened last year, yet complaints received by the charity regulator are rising.