Art and moneyTim Olsen opens up on his sense for business and his investments, something he is at times reticent to discuss given the complex relationship between art and money. Elizabeth McArthur writes.
High convictionOphir Asset Management co-founder and David Paradice protege Andrew Mitchell may have a net worth of $46 million, but he doesn't own a house or a couch ... FS Archives: The House that La Trobe Financial builtFollowing La Trobe Financial's landmark deal with US private equity manager Blackstone this week, FINANCIAL STANDARD revisits a 2011 profile interview ... Finding the right riskRyan Levin doesn't like to take uncalculated risks. He doesn't scuba dive or sky dive, and he steers clear of the stock market, preferring to stick with ... Owning the futureWilson Asset Management chair Geoff Wilson talks about his investment philosophy, going all the way back to reading the "numbers page" in his father's ... Guest of honourAs one of the most influential figures in Australian wealth management, Barry Lambert knows a thing or two about calculating interest by hand - not to ... Purpose before productJBWere chief executive Justin Greiner looks back on his journey from selling Coca Cola in the former Soviet Bloc to managing one of the most venerable ... |
Latest News
Succession planning troubles family offices: J.P. Morgan
Global family offices remain deeply concerned about how to prepare the next generation to inherit a vast fortune as almost 30% do not have a structured approach to help them, a new study from J.P. Morgan reveals.
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.
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.