Peter Pontikis Investment Committee Member, Macro Strategy, India Avenue Investment Management Australia Pty. Ltd. Peter Pontikis is director of macro strategy for India Avenue Investment Management. He has over 30 years' investment, wealth management and financial markets experience, with a focus on wealth management for Australasian high and ultra-high-net-worth investors and institutions. He is a fellow of CPA Australia and senior fellow of FINSIA. He has written books on foreign exchange and trading in financial markets.
PETER PONTIKIS | FRIDAY, 12 JUN 2020 Single family offices (SFOs) are designed to centralise the management of significant family fortunes in excess of $30-50 million, though overseas experience tends to suggest that for the office to be effective on its own, that figure should be a minimum ... Read more PAGE: 1 |
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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.