Investing for impact loses some appeal, more education neededBY SARAH BRATTON HUGHES | FRIDAY, 12 APR 2024 3:59PM 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, most impact investors still believe they can ...
 Calling time on hedge fundsBased on a recent survey by alternatives researcher Peltz International, hedge funds typically represent 11% of family office portfolios - but this may ... Eggs, baskets and family officesOne of the most appealing parts of running a family office is the freedom to go it your own way - but this can have its downsides. Award winners shine a light on Australia's growing philanthropy sectorEarlier this month, we announced the winners of the 2016 La Trobe Financial Standard Philanthropy Awards, which recognise the real-world achievements ...  More to philanthropy than many people realiseAlthough Australian cricketer Shane Warne may not realise it, his charitable foundation has done the not-for-profit and philanthropic sector a huge favour. A role model for young professionalsFacebook founder Mark Zuckerberg and his wife Priscilla Chan recently announced they would transfer 99% of their shares in the social network, worth about ... Honouring philanthropic givingFS Private Wealth has supported philanthropy from its first issue. Over the intervening years, it has provided advisers, high net worth investors and ... Now is the time to giveThere is no doubt that philanthropic giving is gaining momentum. While Australian private wealth investors have always been generous in their donations ... An appetite for private equity investmentThis week, I was amused by the news that Blue Sky Private Equity has sold its majority stake in a portable toilet hire company. "Blue Sky flushes dunnies" ... Australian family offices now among the world's eliteThe world's largest network of family offices and private wealth advisers has just expanded to Australia, a move that puts us among the world's elite. |
Latest News
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.
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
The greatest wealth transfer in history-from Baby Boomers to younger generations-is underway.
Why affluent families are flocking down under
Australia has regained the top spot in New World Wealth's 2023 list of destinations forecast to enjoy the highest net inflows of high-net-worth individuals ...
