Our next investment: why millennials matterBY SERAINA GRUNIG | FRIDAY, 19 JAN 2018 2:40PM Identified as a Supertrend by Credit Suisse, millennials' values are key when discussing investment opportunities. Characterized unlike any other generation, what sets them apart? ... Upgrade your subscription to access this article
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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.
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