ANDREW NOLAN | MONDAY, 15 OCT 2012 Head of Stonehage Family Office division Andrew Nolan exaplins why he thinks the trend towards specialisation among the advisory community has gone far enough. Read more GREGORY CURTIS | FRIDAY, 18 MAY 2012 Over the past decade, and accelerating rapidly in the last few years, the so-called 'outsourced Chief Investment Officer' model for delivering financial advice has grown very rapidly. In the experience of many advisers, client requests for discretionary ... Read more DAMIAN GRAHAM | FRIDAY, 18 MAY 2012 Working with executives and high net worth clients requires a specific level of advice and standard of service offering. Not only do these clients often come with highly complex financial needs, but they also expect a certain offering from any professional ... Read more KEITH BETTY | FRIDAY, 18 MAY 2012 Many of the fundamentals of cashflow management apply equally to listed companies, small businesses, families of wealth and each of us personally - the adage of 'asset rich but cash poor' has often been, and will continue to be, the precursor ... Read more STEPHEN BOURKE | FRIDAY, 18 MAY 2012 We are sitting on the crest of a wave of intergenerational wealth transfer - the estimates are in the trillions. However, many families are concerned that the transmission of wealth to the next generation can give rise to difficulties when the next ... Read more |
Latest News
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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
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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 ...
