Five principles for successful family office investingBY NATHAN ROBERTSON | FRIDAY, 17 MAY 2024 4:59PM At the time of writing, Australian public companies were at the end of another round of reporting their half-yearly financial results. For investors and media, this annual process is an important cog ...
 Brace for impactIf you've ever wondered how private investors can change the world for the better and shape a cultural conversation, consider the global art market.  Amazon is here: now what?After a highly publicised build-up and surprising the market by not launching for the 'Black Friday' and 'Cyber Monday' sales1, online retail giant, Amazon ...  Our next investment: why millennials matterIdentified as a Supertrend by Credit Suisse, millennials' values are key when discussing investment opportunities. Characterized unlike any other generation ...  Three Conflicts to Watch in ChinaWhen it comes to North Korea, China can't help but be dragged into any and all political conversations, and at the same time other potential conflicts ...  Introducing the FS Power50When I think of influential people in my life, it starts with those closest to me: family. But I've also come across plenty of names, faces and personalities ... What have we learned from the Paradise Papers?Stewardship is a somewhat vague concept, but the recent release of the Paradise Papers has brought it to the fore.  Getting impact investment readyThe launch of South Australia's first impact bond, called Aspire Social Impact Bond, represented a unique opportunity for a licensed trustee company to ...  Geiger counter hits the hot zone with ESG fundNormally the "hot fund" Geiger counter registers well before a fund appears at the top of the performance tables. Not so with the Generation Wholesale ... The next generationOn March 20, David Rockefeller - former Chase Manhattan chair and last of Standard Oil founder John D. Rockefeller's grandchildren - passed away. Redefining the family officeWhile the family office model has traditionally been the preserve of the ultra-rich, this may be changing very soon. |
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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.
Expert Feed
Investing for impact loses some appeal, more education needed
While the appeal of impact investing declined in 2023, with investors generally less willing to give up returns in order to make an impact through investing ...
Family office use of wealth manager predictions
As part of my role on the investment committee for various family offices, I regularly interact with wealth managers.
Succession planning for family businesses
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Australia has regained the top spot in New World Wealth's 2023 list of destinations forecast to enjoy the highest net inflows of high-net-worth individuals ...
