Investing for impact loses some appeal, more education neededBY SARAH BRATTON HUGHES | FRIDAY, 12 APR 2024 3:59PMWhile the appeal of impact investing declined in 2023, with investors generally less willing to give up returns in order to make an impact through investing, most impact investors still believe they can ...
Panic preventionRecent research from high end London real estate agent Beauchamp Estate found that Billionaires rank state-of-the-art security above lifestyle facilities ... State of the artWhile the global financial crisis led to a multi-year slump in returns within traditional investment asset classes, the malaise saw many wealthy investors ... Reflation, rotation and the taper'Tis being my final type (drivel, to some gentle readers) for the year, we'll take a look back at the 2013 that was to seek the lessons it imparted and ... The great wealth transferAs we get older, the instinct to leave something behind for our children grows stronger. New model philanthropyToday there are greater signs of the sprouting green shoots of global recovery than at any point since the onset of the global financial crisis more than ... Anything you can do, we can doBillionaire hedge fund managers in the US are rushing to take advantage of a regulatory loophole that will free them from the disclosure and compliance ... Punching above our weightA couple of recent studies have revealed that the Australian family office sector is in fantastic health. Behind every great fortuneThe latest World Wealth Report (compiled by Capgemini and RBC Wealth Management and published last month) tells us that Australia is growing its millionaire ... Fed and deficitSpeculation about a sooner rather than later Fed unwinding of its quantitative easing program resurfaced in the middle of last month following Jon Hilsenrath's ... The paradox of prosperityIn 10 years time the world will look as different to what it does now as it did 10 years ago. |
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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.