Current UBank chief executive Philippa Watson has been appointed by Forrest to lead her family office and philanthropic venture, founded in 2023.

Local technology firm, MUSE, has developed a platform that links high-net-worth investors and family offices with sellers of investment-grade luxury assets and high-end collectibles.

US equities face a volatile path ahead as policy uncertainty, fiscal constraints, immigration enforcement, the lagged impact of interest rate hikes, and strong dollar combine to pressure earnings ...

Managed accounts assets jumped 23.2% to $232.8 billion in the year to 2024, the latest figures from the Institute of Managed Account Professionals (IMAP) show.

SMSF Association (SMSFA) chief executive Peter Burgess has called out recent hawking practices that prompt people to transfer their retirement savings into a self-managed super fund (SMSF).

Vanguard is updating its Ethically Conscious range of funds on the back of the FTSE Russell adding extra thresholds that will screen out more companies involved in fossil-fuel related activities.

As regulators and members put more pressure on super funds to perform in an ever-evolving world, Aware Super says having reliable data is the most important factor.

Partners Group, housing over US$150 billion assets under management, is set to acquire an Australian data centre provider, investing up to $1.2 billion to spearhead "next generation" platforms across ...

After entering into an agreement with Insignia Financial in December last year to take on around 1400 staff and transform its ...

More than three in five women can't see themselves achieving a comfortable retirement and most don't know what assets their super is invested in, according to a new study.

Wilson Asset Management's alternative assets specialist has popped up at Dexus as its head of infrastructure funds.

The financial services industry has made modest inroads with gender parity, and closing the wealth and financial literacy gap, but the reality is accelerated action is needed from the government and ...