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 ...
Giant of funds management laid to rest but legacy lives onThere aren't many people that can be considered giants of funds management. Jack Bogle, who died in January at the age of 89, was one of them. Debunking myths of socially responsible investingSocially responsible investing (SRI), or sustainable investing, has emerged as a pragmatic and profitable investment framework in Australia. Perpetual ... Ten investment lessons for non-profits (Part two)September 15 marked marked the 10th anniversary of the collapse of US investment bank Lehman Brothers and the onset of the Global Financial Crisis (GFC). Ten investment lessons for non-profits (Part one)September 15 marked marked the 10th anniversary of the collapse of US investment bank Lehman Brothers and the onset of the Global Financial Crisis (GFC). Challenging retirement incomeA concept I have heard around the traps this year involves the removal of retirement income from our vocabularies and mindsets. There are industry notables ... Dynamic dynastiesThe most financially sound family office can rapidly unravel if not enough attention is paid to a core principle, i.e. to build and preserve socio-emotional ... Smaller investors expected to increase allocations to unlisted infrastructureAustralia's larger industry superannuation funds have invested in unlisted infrastructure since the mid-1990s, accessing the benefits and diversification ... Charitable giving stalls despite increases in wealthAustralians are donating less and less each year to the 56,428 Australian charities, according to the Australian Charities and Not-for-profits Commission. Becoming a philanthropist has its benefitsSo you want to be a philanthropist? The very word often conjures up a vision of multi-million dollar bank accounts, high net worth individuals and mega ... Foreign exchange: A growth market for AustraliaFor decades, foreign exchange was a forgotten asset class for most investors but the impact of global financial shocks has awakened appreciation of how ... |
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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.