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Showing 31 - 40 of 69 results for "family offices"

Active Super PM opens asset consultant

ELIZABETH FRY  |  THURSDAY, 27 MAR 2025  |  NEWS
... with Vision Super. He is one of a growing number of investment professionals turning to private wealth firms and family offices as senior roles in superannuation disappear. Pholsena said Altivate Consulting is drumming up business mostly from these investors. ...

JANA hires Mercer principal

ELIZABETH FRY  |  THURSDAY, 20 MAR 2025  |  NEWS
... accelerates, he will play a pivotal role in growing JANA's business with private wealth firms, advisory practices, and family offices. Wilson will focus on enhancing consulting services and delivering tailored investment solutions to a growing wealth ...

Major instos, family offices headline Impact Investment Summit

KARREN VERGARA  |  MONDAY, 17 MAR 2025  |  NEWS
... investments for positive impact. The annual summit, which targets impact investing for advisers, foundations, and family offices, marks its 10-year anniversary in 2025. It will be held at the International Convention Centre in Sydney from March 26 to ...

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 ...

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 ...

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 ...