Kris Vogelsong Head of Corporate Development, Private Portfolio Managers (at time of writing) Kris Vogelsong is head of corporate development at Private Portfolio Managers (PPM), a boutique Australian equity manager founded in 1995 to serve family offices and wealthy investors. Before joining PPM, Kris was a director at Westpac Private Bank, and worked as an independent consultant to a variety of funds management and other financial services organisations. Kris' earlier employment included head of product development at ASX, and senior positions with Deutsche Bank in Australia and Salomon Smith Barney in the US.
KRIS VOGELSONG | FRIDAY, 18 MAY 2012 Families of wealth have a unique set of investment management needs, and family wealth dynamics. While no two families are alike, common characteristics for families of wealth often include: the multi-generational time horizon of their investment activities ... Read more PAGE: 1 |
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Cover Story
Wealth with purpose
PHIL HARKNESS
CHIEF EXECUTIVE OFFICER
MUTUAL TRUST PTY LTD
CHIEF EXECUTIVE OFFICER
MUTUAL TRUST PTY LTD
In the realm of Australian family offices, a stark reality emerges: 70% risk dropping the ball on wealth transfer. To curb this trend, Mutual Trust chief executive Phil Harkness and head of strategy Tracy Conlan are dedicated to helping clients create and preserve purposeful multi-generational wealth. Chloe Walker writes.