Alex Burke Journalist, Rainmaker Information Pty Ltd (at time of writing)
ALEX BURKE | FRIDAY, 17 AUG 2018 When Simon Freeman took the reins at the Paul Ramsay Foundation, he knew very little about the philanthropy. Now he's part of a growing charitable cohort focusing on innovation. Alex Burke writes. Read more ALEX BURKE | FRIDAY, 18 MAY 2018 To L1 Capital co-founder and chief investment officer Mark Landau, success in funds management is all about knowing your value proposition. Read more ALEX BURKE | FRIDAY, 19 JAN 2018 Ophir 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 - he's 100% invested in his business. He explains why to Alex Burke. Read more ALEX BURKE | FRIDAY, 27 OCT 2017 Ryan 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 what he knows when it comes to wealth management. He talks to FS Private Wealth about his approach ... Read more ALEX BURKE | FRIDAY, 23 JUN 2017 Wilson Asset Management chair Geoff Wilson talks about his investment philosophy, going all the way back to reading the "numbers page" in his father's newspaper. Alex Burke writes. Read more ALEX BURKE | FRIDAY, 23 JUN 2017 As one of the most influential figures in Australian wealth management, Barry Lambert knows a thing or two about calculating interest by hand - not to mention robo-advice, family office administration and even medical cannabis research. He discusses ... Read more ALEX BURKE | FRIDAY, 23 JUN 2017 JBWere 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 private wealth institutions in the country. Read more PAGE: 1 |
Latest News
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.
HNWI collecting activity stoops: Knight Frank
Despite a slew of record-breaking sales, luxury investment markets weakened in 2023, according to the Knight Frank Luxury Investment Index (KFLII).
Global economy to grow at a slower positive rate
Members of the Wigmore Association family office network, including Mutual Trust head of investment solutions Simone Rouse, believe that the global economy will continue to expand in 2024, albeit at a slower pace than in 2023.
US family office launches Australian arm
The Asena Family Office (Asena) has officially set up shop down under, merging with Melbourne-based boutique family office and asset management firm Giles Wade.
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.