 SCOTT DAVIES | FRIDAY, 17 JUN 2022 As institutional investors have optimised their portfolios along the risk and return continuum, real estate has become a meaningful portion of their asset mix, with the average institutional allocating nearly 11% of its investments to the asset class. ... Read more PAGE: 1 |
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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.
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