Australia
What’s more dangerous: Diversification or Concentration and does it really matter?

By Andrew Bradley on 11/04/21 - Mins to read: 3 minutes

Diversification is highly regarded but just how important is it when investing? While diversifying investments can reduce risk and volatility, concentrated investments backed by rigorous research, conviction and the right timing can pay off handsomely. However, experienced investors know that concentration doesn’t always pay off and while your research might...
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What makes a Family Office investor different?

By Adrian Frinsdorf on 11/04/21 - Mins to read: 3 minutes

Successful investors will often think and behave differently to most. This is particularly true when it comes to their approach to long term wealth management. Whether this involves making strategic decisions about allocating capital, backing a manager or timing investment entry, the very nature of their approach can be both...
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Family Office approach to investing

By Adrian Frinsdorf on 11/04/21 - Mins to read: 3 minutes

Every investor wants to build wealth in some form or another. It’s the approach and process that distinguishes more established investors from the rest. The successful individuals and families we assist through William Buck’s Family Office service range from entrepreneurial business founders to multi-generational patriarchs and matriarchs. Regardless of age...
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Philanthropy with impact

By Andrew Bradley on 11/04/21 - Mins to read: 3 minutes

Philanthropy can be approached from all sorts of angles. Traditional approaches involve donating money to a chosen cause. More innovative approaches include creating products and delivering services directly to those in need. For some, it’s an opportunity to give back to the community with donations or bequests to not-for-profit organisations....
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Securing your family business longevity and legacy

By Andrew Bradley on 11/04/21 - Mins to read: 3 minutes

One of the greatest business challenges for patriarchs and matriarchs is planning the transition of their family businesses to go on without them.  Lingering doubts over whether the next generation is up to the task keep many parents awake at night.  The anxiety can stem from a reluctance to relinquish control and concerns over the aptitude...
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Governance Best Practice: Investment approaches for Australian charitable trusts

By Andrew Bradley on 11/04/21 - Mins to read: 3 minutes

The best performing for-purpose Boards and Investment Committees (ICs) recognise their primary role is one of governance, not operations and certainly not stock picking. The Endowment Approach to investment   For many organisations, investment management was traditionally outsourced to a Trustee company.  Over time high costs and indifferent performance has...
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