Wealth with purpose 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.
 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.  High convictionOphir Asset Management co-founder and David Paradice protege Andrew Mitchell may have a net worth of $46 million, but he doesn't own a house or a couch ...  FS Archives: The House that La Trobe Financial builtFollowing La Trobe Financial's landmark deal with US private equity manager Blackstone this week, FINANCIAL STANDARD revisits a 2011 profile interview ...  Finding the right riskRyan Levin doesn't like to take uncalculated risks. He doesn't scuba dive or sky dive, and he steers clear of the stock market, preferring to stick with ...  Owning the futureWilson Asset Management chair Geoff Wilson talks about his investment philosophy, going all the way back to reading the "numbers page" in his father's ...  Guest of honourAs one of the most influential figures in Australian wealth management, Barry Lambert knows a thing or two about calculating interest by hand - not to ...  Purpose before productJBWere chief executive Justin Greiner looks back on his journey from selling Coca Cola in the former Soviet Bloc to managing one of the most venerable ... |
Latest News
Bangarra Group awards real estate mandate
Family office Bangarra Group has appointed a real estate fund manager to help it build more than 3000 homes in the UK, of which one third will be dedicated to affordable housing.
Bill Gates to shutter Gates Foundation in 2045
Bill Gates says he will give away all his wealth over the next two decades and close the Gates Foundation permanently in 2045 - many decades ahead of schedule.
Alvia scoops up majority stake in ice cream cone maker
Alvia Asset Partners has acquired a majority stake in Altimate Foods, Australia's largest ice cream cone manufacturer, in partnership with the company's founding Rizzo family.
Family offices favour real estate: Study
The world's richest families love to invest in real estate more than any other asset classes, a new analysis shows, as more than half feature property in their portfolios.
Further Reading
Cover Story
Skin in the game
CARMELO VIOLA
PARTNER, MANAGING DIRECTOR
VIOLA PRIVATE WEALTH
PARTNER, MANAGING DIRECTOR
VIOLA PRIVATE WEALTH
Viola Private Wealth executive chair, founding partner, and adviser Charlie Viola has worked hard to build his personal brand, and it shows. Viola's face is plastered across financial services media. This ubiquity, however, isn't without rhyme or reason.
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 ...
