Five principles for successful family office investingBY NATHAN ROBERTSON | FRIDAY, 17 MAY 2024 4:59PMAt 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 ...
Cryptocurrency market outlook 20222021 has been a breakout year for cryptocurrencies, with its dramatic rise through the ranks of popular culture seeing the asset class move from the fringes ... How to avoid a virtual graveyardThere are more than 30 million deceased "users" across global social media sites. When you consider the staggering 2.8 billion active users globally on ... Australia needs to get crypto regulation rightCryptocurrency markets have surged this past year due to growing interest from both retail and institutional investors. In fact, bitcoin has continued ... Can family trusts override the Family Court?Let's consider the omnipotent, omniscient and omnipresent Family Court. For indeed no Court in Australia has more power. It is free to do what it wishes ... What UHNWs want in a fund managerFor a small number of Australian-based family offices and an increasing list of ultra-high-net-worth individuals (UHNWIs), it's a great time to be in ... Emerging markets, ESG and family officesThe rise of environmental, social and governance (ESG) investing has pushed awareness of these issues in front of institutional family offices across ... ESG analysis is a tricky roadOne of the many questions surrounding ESG investment options is whether they provide superior investment returns. Why family offices are comfortable with private debtFamily offices are comfortable with private debt/private credit in a way that retail investors are still to address in the search for consistent returns ... How family offices meet the unique needs of Indian expatsWith over 18 million Indians living in different countries across the globe, India boasts of the largest expatriate community in the world. What $14 trillion looks likeOne of the most important channels that lower interest rates works through is via higher asset prices, leading to increased levels of household wealth. |
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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.