Alternative investments: Chasing the puckBY MARK SOWERBY | VOLUME 1, ISSUE 2Mark Sowerby, managing director of Blue Sky Alternative Investments, takes a closer look at the Harvard Endowment Fund and compares the US experience on alternative investment ... Get articles like this delivered to your email - Sign up for the free monthly newsletter  More Articles |
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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.
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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
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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
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