Category: Uncategorized

Nonprofit Investment Consulting

Federal Budget Updates

After weeks of discussion on the outcomes of the Federal Budget, Australians were provided relevant opportunity to decipher changes and updates for the coming years. Frais Capital Research Analysts’ Harry Davison Petch and Lu Huang dissected the Federal Budget to understand and communicate the outlook for Australians. As Harry Davison Petch notes, With the labour […]

intergenerational wealth management

Impact investing and intergenerational wealth transfer

The Stockbrokers and Investment Advisers Association (SIAA) will be hosting their annual conference, 14-15 May, 2024 in Melbourne. Founder and CEO of Frais Capital, Siobhan Blewitt will be speaking on a keynote panel discussing impact investing and intergenerational wealth management. Family wealth strategy is shifting from a conversation centered primarily around markets to a goals […]

bespoke portfolio management

The Weekly Finance Wrap-Up

End of the Week Start of the Month  This week, there is a strong focus on local and international economic data, inflation, interest rates and China’s economic health.   The US Federal Reserve Bank (Fed) met, and the market has reduced expectations of a rate cut at the next meeting in March 2024 to 36%.   […]