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Succession planning

Yesterday

Lindsay Fox and grandson Harry were out and about at the Australian Open on Sunday.

Lindsay Fox debuts new branch of family tree at Australian Open

The trucking magnate, closely flanked by his grandson and newest employee, rubbed shoulders with corporates and bankers at the men’s championship.

  • Hannah Wootton

This Month

AFT

As wealth whisperers help the rich, one rebel gave it all away

A service industry has sprung up to help wealthy families preserve their fortune through the generations, but Austrian heiress Marlene Engelhorn had other ideas.

  • Sophie Ilmhirst
Daniel Pinto has decided to step aside.

Jamie Dimon’s top lieutenant departs JPMorgan

The executive shuffle is the latest twist in the long-running question of who will succeed the longest-serving CEO of any major US bank.

  • Hannah Levitt

December 2024

Rupert Murdoch’s attempt at cementing Lachlan’s control over the media empire was rejected by a Nevada court.

Logan Roy’s death morphed into a real life Murdoch succession drama

Shortly after the fictional patriarch died on television, the family behind the News and Fox empires began to plot life after their patriarch, Rupert.

  • Sam Buckingham-Jones
Nuno Matos has worked at HSBC for several years, most recently in Hong Kong.

ANZ investors see new chief executive Nuno Matos as a clean slate

The bank appointed the former HSBC wealth boss to succeed Shayne Elliott over internal candidates. The Portuguese banker, 57, will take up the job next year.

  • Updated
  • Lucas Baird and James Eyers
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ANZ boss Shayne Elliot leaves no shortage of unfinished business.

ANZ’s left-field CEO pick piles risk upon risk

A new chief executive with no Australian experience will spend years finishing Shayne Elliott’s signature projects. It’s a perilous sandwich for investors.

  • James Thomson

September 2024

The Fin - Patrick Durkin and Max Mason

Why the Pratts are fighting over the family fortune

This week on The Fin podcast, BOSS deputy editor Patrick Durkin and senior reporter Max Mason discuss the legal fight over the Pratt packaging fortune.

Rupert and Lachlan Murdoch.

Activist pushes for end of Murdoch voting control at News Corp

Rupert Murdoch’s transition of power to his children has allowed for “complicated family dynamics” to potentially impact News Corp, activist investor Starboard said.

  • Updated
  • Svea Herbst-Bayliss

August 2024

Pinnacle Investment Management’s managing director Ian Macoun says his focus is expanding distribution overseas.

Pinnacle funds under management hits record $110b

The multi-affiliate investment manager recorded a 20 per cent jump in assets in 2023-24, with international clients accounting for the bulk of net inflows.

  • Joanne Tran

May 2024

Inside the great Rich List wealth transfer

Control of vast business empires is passing to a new generation, forcing families to confront the hard questions around succession planning. Of the 200 richest Australians, 45 are over 80 and control $136.1 billion.

  • Yolanda Redrup
Jamie Dimon.

Jamie Dimon signals his retirement timeline

The chief executive officer of JPMorgan Chase & Co said succession plans at the largest US bank were “well on the way”.

  • Updated
  • Hannah Levitt

March 2024

Amcor CEO exits after nine years citing ‘health reasons’

A gruelling 24-7 role overseeing 210 packaging plants in 43 countries has taken its toll on Ron Delia, who has run the business since 2015.

  • Simon Evans

February 2024

Andrew Irvine will don the cape as National Australia Bank’s new chief executive from April 2.

New NAB boss must adopt Ross McEwan’s ‘superpower’

Andrew Irvine’s impressive performance growing NAB’s business bank won him the top job. Now he needs to borrow from the playbook of retiring CEO, Ross McEwan. 

  • Updated
  • James Thomson
AFR AFR James Judd  story on successsion he owns a vineyard in Main Ridge (Mornington Penisula) Victoria Wednesday 17th January 2024 Melbourne Photo by Eamon Gallagher

Vineyards on the market as succession plans wither

More listings are hitting the market as adult children leave the sector and business conditions get tougher.

  • Campbell Kwan

December 2023

Vandita Pant will become the face of BHP’s financials next year.

BHP executive shake-up prepares for Henry’s second half

BHP chief Mike Henry has reshuffled his executive ranks as he prepares for his fifth year in the top job.

  • Peter Ker
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November 2023

John Messara (left) is among horseracing identies to oppose a government plan to extend the tenure of a top racing administrator

NSW racing plan threatens to split Coalition party room

A growing number in the crossbench and the Coalition are hardening on the bill to extend the Racing NSW chairman Russell Balding’s term

  • Samantha Hutchinson

How to make sure your kids don’t ruin the family business

Alessandro and Soibhone Nascimento bought their first franchise five years ago. Now their daughters are gearing up for the next phase.

  • Louis White

October 2023

The 350 largest family offices in Australia are estimated to manage between $515 billion and $695 billion of wealth outside their operating businesses.

You’re rich, but are you family office rich?

Financial advisers are anticipating the transfer of an estimated $3.5 trillion between generations by 2030 to spur more interest in family offices.

  • Primrose Riordan

September 2023

Bernard Arnault: “This is not money in my pocket.”

How the world’s second-richest person is avoiding a ‘Succession’ fight

Bernard Arnault raised his five children to run his businesses. Now, he’s educating his grandchildren to do the same.

  • Liz Alderman and Vanessa Friedman
Rupert Murdoch and son Lachlan.

Rupert Murdoch steps down from News Corp and Fox, Lachlan ascends

The 92-year-old global media baron insisted he was in “robust health” as he stepped down after a 70-year career, ending years of speculation over his succession.

  • Updated
  • Mark Di Stefano

Original URL: https://www.afr.com/topic/succession-planning-1mtp