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 ...
 Brace yourself: The fintech revolution is in AustraliaThe fintech revolution is already happening in Australia and, while it is not mainstream yet, you might have noticed the early signs. Investing in innovation ... Ultra high net worths call Sydney homeWith Asia becoming the world's fastest growing hub of ultra-high net worth (UHNW) investors, a new survey confirms that Sydney is poised to become a home ... Family office trends identifiedCo-investment between family offices and professionalisation are two of the trends set to rock the family office sector in 2015, according to experts ... Part science, mostly artThey say investing is part science, part art but if you've been following the frenetic action at the auction houses over recent weeks then you'd be forgiven ... The elusive fourth generationWealthy families are among the most complex and dynamic organisations on the planet. They are automatically subject to several hurdles when it comes to ... All about trustMany of you won't be surprised to hear that fund managers, as a general rule, are very keen to have you on board as investors. Giving warThere has been a significant surge in philanthropic giving in Australia in the last 18 months with some of Australia's best-known business leaders making ... The emerging face of wealthThe release of a new rich list will be met reliably with equal parts curiosity and gossip in my experience. Fishing in the talent oceanNew research released this month has revealed that Australia is punching above its economic weight in terms of its concentration of very wealthy families. Cultivating philanthropyUltra-high net worth and family offices are a central part of Australia's burgeoning giving culture. With a strengthening culture of giving in Australia ... |
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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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