Investing for impact loses some appeal, more education neededBY SARAH BRATTON HUGHES | FRIDAY, 12 APR 2024 3:59PM While 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 ...
 Advocating slow and steady wealth buildingIn a world that glorifies quick gains and instant gratification, BMF Wealth advocates for a slow and steady approach to building wealth.  Should Aussie global equity investors hedge their foreign currency exposure?Australian dollar weakness has been supporting Aussie investors' returns from global equities.  Why the sun rises again on Japanese equitiesEquity investors are used to false dawns in the land of the rising sun. But at long last, things are changing for the better for Japanese equities and ...  Unlocking customised portfolio services for Australian family officesIn today's complex financial landscape, family offices face a multitude of challenges in managing their wealth effectively and efficiently.  Why philanthropy is a growing part of financial adviceFinancial advisers, accountants and estate planning lawyers are starting to encourage clients to consider structured giving as practising philanthropy ...  Giving more thoughtfullyAustralia's wealthiest families are favouring a new approach to philanthropy - one that requires deep, strategic thinking - to create much-needed change ...  Happy families: The unifying force of philanthropyPhilanthropy can have a powerful galvanising effect on the broader family business ecosystem - but extracting the greatest benefit requires making trade-offs.  Building your future-ready family office in four stepsCreating a successful family office requires strategic planning and design. This four step guide to build your family office will provide you with a ...  Investing for the future - how NFPs can navigate a high-interest environmentThe combination of persistent inflationary pressures, and aggressive tightening of interest rates by central banks, has had a significant impact on the ...  Vendor locking - the family office counterparty trapA term that was used when talking to a family office software provider and one that I'm going to use going forward. |
Latest News
Wholesale investor tests up for parliamentary review
The federal government wants to shake up the wholesale investor tests further in launching a parliamentary inquiry into the entire framework, worrying many fund managers operating in the high-net-worth space.
ACNC tightens screws on NFPs with complex corporate structures
The Australian Charities and Not-for-profits Commission (ACNC) announced it will focus on the misuse of complex corporate structures this year.
Luxury fashion house sued over Birkin bag sales
Hermes is facing an antitrust class action which alleges it only allows customers with "sufficient purchase history" to buy the infamous Birkin handbags.
Family offices still love hedge funds: Preqin
The number of family office investors allocating to hedge funds increased by 10% from 2022 to 2023, and has doubled since 2015, according to new research by Preqin.
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.
Expert Feed
Investing for impact loses some appeal, more education needed
While 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 ...
Family office use of wealth manager predictions
As part of my role on the investment committee for various family offices, I regularly interact with wealth managers.
Succession planning for family businesses
The greatest wealth transfer in history-from Baby Boomers to younger generations-is underway.
Why affluent families are flocking down under
Australia has regained the top spot in New World Wealth's 2023 list of destinations forecast to enjoy the highest net inflows of high-net-worth individuals ...
