David Wilson Head of Asia Wealth Management, Capegemini (at time of writing) Daivd Wilson is the head of the strategic analysis group for Capgemini's financial services global business unit. He focuses on wealth management and has co-authored the Capgemini Royal Bank of Canada World Weath Report, the Capgemini Royal Bank of Canada Asia-Pacific Report and the Capgemini US Metro Wealth Index.
DAVID WILSON | TUESDAY, 5 NOV 2013 A family office is a private wealth management advisory firm that is established by an Ultra-UHNWI to manage their family's private wealth. Any firm that provides investment advice only to family members, is wholly owned and controlled by family ... 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.