Investment LIAM DONOHUE | FRIDAY, 15 FEB 2019 The small companies sector is the birthplace of many of Australia's largest companies including names such as Realestate.com, Flight Centre and TPG Telecom. However, small cap market index returns over recent years have not correlated with this high ... Read more RANDAL JENNEKE | FRIDAY, 14 JUN 2019 For the better part of the last two years, we have been positive about the broader economic outlook, confident that improving global growth and strong corporate earnings would drive markets higher. At the same time, reasonable valuation levels only ... Read more Philanthropy DAVID KNOWLES | TUESDAY, 16 APR 2019 In a must read for philanthropists, Koda Capital marries existing research with its own insights to piece together a detailed picture of how Australians donate. Read more Family Office Management PETER WHITEHEAD | WEDNESDAY, 15 MAY 2019 Focusing on the purpose of family wealth and what matters most about being a successful family is an extremely valuable exercise. It facilitates many catalysts for clear roadmaps for the enjoyment of life, risk-appropriate investment and tax efficient ... 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.