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Showing 11 - 20 of 46 results for "family offices"

Mercer adds to wealth team

ELIZABETH FRY  |  THURSDAY, 13 MAR 2025  |  NEWS
... almost two years developing investment solutions for asset owners like super funds, endowments and foundations, family offices, and sovereign wealth funds. Before Northern Trust, Morgan spent four years at Mercer in Australia as the head of institutional ...

Asian family office sets up in Melbourne

ELIZABETH FRY  |  THURSDAY, 13 MAR 2025  |  NEWS
... stint running capital markets advisory at EY. Fong said the potential for growth lies in bridging the gap between family offices and institutional clients, between digital assets and traditional finance. He sees second and third-generation high-net-worth ...

Family offices share sustainable investment preferences

JAMIE WILLIAMSON  |  THURSDAY, 6 MAR 2025  |  NEWS
A survey of 150 global family offices found about 30% are looking to invest in renewable energy battery storage, while a further near 30% already have money in solar power generation. The Knight Frank 150 Family Office Survey found 29% of those surveyed ...

Mercer snaps up Northern Trust AM exec

ELIZABETH FRY  |  THURSDAY, 6 MAR 2025  |  NEWS
... almost two years developing investment solutions for asset owners like super funds, endowments and foundations, family offices, and sovereign wealth funds. Before Northern Trust, Morgan spent four years at Mercer in Australia as the head of institutional ...

Family office CIO joins Heritvest

ELIZABETH FRY  |  THURSDAY, 27 FEB 2025  |  NEWS
... investment process and how to implement this investment process within a multi-family environment," he stated. As family offices have become bigger and more sophisticated, they are attracting more investment professionals from large financial services ...

Boutique appoints distribution lead

ELIZABETH FRY  |  THURSDAY, 27 FEB 2025  |  NEWS
... Dixon to the firm as a director of client portfolios. BFA Global - which connects high-net-worth individuals and family offices with opportunities - is run by Belz - a former executive at Goldman Sachs and Victor Smorgon family office- and Ezekowitz ...

Perennial beefs up sales team

ELIZABETH FRY  |  THURSDAY, 20 FEB 2025  |  NEWS
... the multi-boutique investment management group, Curtis looked after wholesale IFA and private wealth segments, family offices, and direct high-net-worth wholesale investors. He joined fund manager Warakirri in June 2020 as a business development manager ...

David Paradice hires from Betashares

ELIZABETH FRY  |  THURSDAY, 20 FEB 2025  |  NEWS
... planners and advisors in New South Wales. Now, he covers a more diverse set of clients, including consultants, family offices, and ultra-high-net-worth clients. "It {Betashares} was a great place and a great role, but Paradice was a chance for career ...

JP Morgan AM nabs Netwealth exec

ELIZABETH FRY  |  THURSDAY, 13 FEB 2025  |  NEWS
... Management has appointed a former Netwealth investment solutions executive to lead its high-net-worth individuals and family offices segment. Reporting to Mark Carlile, the asset manager's head of wholesale for Australia and New Zealand, Naomi Finnigan ...

Oaktree veteran jumps to Avari

ELIZABETH FRY  |  THURSDAY, 16 JAN 2025  |  NEWS
... real estate and managing over $300 million in real estate credit with a investor base of private wealth firms, family offices and institutions.