Showing 1 to 10 of 75 articles: TONY PATTISON | SUNDAY, 19 MAY 2024 The widely recognised poster child for exchange-traded fund (ETF) adoption in Australia has been young self-directed investors who are starting their investment journey. But this hides the reality of the growing proliferation of ETFs across portfolios ... Read more SABIL CHOWDHURY | SUNDAY, 19 MAY 2024 A governance guide for non-profit trustees, directors and committee members. Read more ANDREW SCHARDT | TUESDAY, 13 FEB 2024 In most contexts, the middle seat is perhaps one of the most loathed places to be. Read more JOHN COKER | WEDNESDAY, 10 JAN 2024 A buy-write option is a strategy that involves an investor buying a stock and at the same time selling a call option on it. Read more MARIO GIANNINI | FRIDAY, 15 DEC 2023 This paper provides compelling reasons, research findings and market data as to why private markets are an extremely worthwhile investment opportunity. Read more JAMES STEWART , LUKE SMITH | TUESDAY, 14 NOV 2023 India is one of the world's largest countries by population, on par with China at 1.4 billion people, and on a similar growth path to China- but some 20 years behind. Read more ANDREW SCHARDT | THURSDAY, 12 OCT 2023 Unprecedented. Uncharted territory. Like nothing we've seen before. Read more KRISTIN CEVA | WEDNESDAY, 13 SEP 2023 After a challenging 2022, it is time for investors to look forward to opportunities. Read more RYAN SMITH | THURSDAY, 17 AUG 2023 Few corners of private markets can match the recent growth of secondary investments. Read more |
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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.