December 2024
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.
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.
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.
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.
Overseas equities' strong run continues
Diversification is where money is allocated to the best local and overseas assets.
First mover advantage the key
As the property market cools, wealthy individuals have been turning to new asset classes.
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.
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.