Eternal optimist From humble beginnings in war-torn Lebanon, EG Funds Management co-founder Adam Geha has built a life his younger self would envy - not to escape it, but rather in recognition of it all. Chloe Walker writes.
 Paddock to Pitt StreetRobert Millner exercises immense influence in corporate Australia as the chair of Washington H. Soul Pattinson. He speaks to Kanika Sood about what's ...  Risky businessCrestone Wealth Management chief executive Mike Chisholm speaks to Kanika Sood about the value of identifying your clientele early, the power of the adviser ...  Bringing it homeKumar Palghat made his millions as a star fund manager, first at PIMCO and then at his Sydney boutique Kapstream Capital. Nearly a year after announcing ...  Fortunate, not luckyTabitha Lovett is a former lawyer and grant maker whom billionaires Marc and Eva Besen trust to oversee their family's philanthropic foundation. She spoke ...  Revolving doorsIt's been two decades since Stephen Hiscock co-founded an equities boutique in Melbourne. A shift in client base and investment philosophy over the years ...  Like a bossDavid Orford made his fortune with his financial software company Financial Synergy which reaped him $73 million when it sold about three years ago. He ...  The long gameThe Macquarie Group Foundation is set to give out the largest philanthropic award in its history. Its global head Lisa George spoke to FS Private Wealth ...  Campaign of coalitionsThe philanthropic efforts of Tom Snow and Brooke Horne helped the LGBTI community and the marriage equality campaign mobilise one of the biggest social ...  Giving for impactWhen 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 ...  Point of differenceTo L1 Capital co-founder and chief investment officer Mark Landau, success in funds management is all about knowing your value proposition. |
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 ...
