The wellness millionaireBY KANIKA SOOD Radek Sali joined the ranks of Australia's wealthiest when his former company Swisse Wellness was acquired. The family office investor talks to Kanika Sood on how he invests and the opportunities he sees in 2021.
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. |
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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.