 ADAM BELDING | THURSDAY, 17 AUG 2023 Asset managers had a difficult 2022. Calastone's Fund flows: Fighting the bear report found that 2022 saw record fund outflows across the globe, with funds seeing the biggest fall in assets under management (AUM) since the Global Financial Crisis. ... 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.
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 ...
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As part of my role on the investment committee for various family offices, I regularly interact with wealth managers.
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