This Month
Hospitality entrepreneur backs ex-BofA operative to hang out his shingle
Alex Pikoulas is busy establishing his own wealth management shop backed by Anthony Sullivan of Quantaco.
- Sarah Thompson, Kanika Sood and Emma Rapaport
June 2023
Australia top spot for millionaires over UAE, Singapore
Australia will surpass the UAE to attract the greatest inflows of high-net-worth individuals this year, as China sees the biggest exodus of millionaires.
- Venus Feng
May 2019
Moelis to IPO fixed income fund
Moelis Australia is seeking to publicly list a new fixed income fund on the Australia Securities Exchange.
- Matthew Cranston
April 2019
Structures need rethink with possible new government
There are more than 640,000 trusts that could be impacted by Labor's proposed changes.
- Bernard O'Riordan
Overseas equities' strong run continues
Diversification is where money is allocated to the best local and overseas assets.
- John Wasiliev
First mover advantage the key
As the property market cools, wealthy individuals have been turning to new asset classes.
- Penny Pryor
Giving back to the world the key for many
Systems are in place to enable people to concentrate on their charitable endeavours without getting bogged down in administration.
- Jason Clout
Taking farms through the generations takes planning
A well planned succession can help farms and small businesses and stay in the family through many generations, if that is the goal.
- Jason Clout