Investing for impact loses some appeal, more education neededBY SARAH BRATTON HUGHES | FRIDAY, 12 APR 2024 3:59PMWhile 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 ...
Call that QE? This is QE!Haruhiko Kuroda san's debut at the helm of the Bank of Japan (BOJ) shocked and awed financial markets for he delivered much more than even the most optimistic ... The 0.00001%There is always a lot of chitchat round the water cooler when Forbes publishes its billionaires' list. The new wealth ageThe headline looked more like it came out of the fictional newspaper 'Daily Planet' rather than from Time magazine: "China to Flatten 700 Mountains to ... The next big thingThis year marks the 20th year that Farida Khambata, a former top executive at the International Finance Corporation (IFC) and now a fund manager, coined ... Many are called, but few are chosenToo many Australian investors are so ignorant about China that if a fund manager can spell the word, that counts as being an Asian investments expert. A lasting legacyLast weekend I came across a fascinating two-hour documentary on the Rockefeller family tracing their origins, the beginning of the US oil industry and ... Time to change the national conversation around wealthRecent statements by the Inspector General of Taxation reinforce views that the government continues to be confused about how to target tax evasion among ... Forming a stronger bond with societyAre Australian investors ready to mix profit with charity? Investment pursuits of passionAmid volatile markets and the search for tangible value, collecting 'treasure' may seem less like a childhood fantasy and more like a sensible investment ... "If it becomes necessary" time?The more equities drop, the more we get closer to "if it becomes necessary" time for our friend Ben to provide some stimulation. |
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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.