Showing 1 to 10 of 73 articles: ANDREW SCHARDT | TUESDAY, 13 FEB 2024 In most contexts, the middle seat is perhaps one of the most loathed places to be. Read more JOHN COKER | WEDNESDAY, 10 JAN 2024 A buy-write option is a strategy that involves an investor buying a stock and at the same time selling a call option on it. Read more MARIO GIANNINI | FRIDAY, 15 DEC 2023 This paper provides compelling reasons, research findings and market data as to why private markets are an extremely worthwhile investment opportunity. Read more JAMES STEWART , LUKE SMITH | TUESDAY, 14 NOV 2023 India is one of the world's largest countries by population, on par with China at 1.4 billion people, and on a similar growth path to China- but some 20 years behind. Read more ANDREW SCHARDT | THURSDAY, 12 OCT 2023 Unprecedented. Uncharted territory. Like nothing we've seen before. Read more KRISTIN CEVA | WEDNESDAY, 13 SEP 2023 After a challenging 2022, it is time for investors to look forward to opportunities. Read more RYAN SMITH | THURSDAY, 17 AUG 2023 Few corners of private markets can match the recent growth of secondary investments. Read more JULIE DICKSON | FRIDAY, 16 JUN 2023 Having recorded their worst-performing year since 2008, 60/40 portfolios have certainly seen better times. Read more ROHAN BROTHERSON | FRIDAY, 12 MAY 2023 Venture capital (VC) funds are investment vehicles that pool capital from institutional investors, high-net-worth individuals, and sometimes even corporations, to invest in early-stage, high-growth companies. Read more |
Latest News
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.
HNWI collecting activity stoops: Knight Frank
Despite a slew of record-breaking sales, luxury investment markets weakened in 2023, according to the Knight Frank Luxury Investment Index (KFLII).
Global economy to grow at a slower positive rate
Members of the Wigmore Association family office network, including Mutual Trust head of investment solutions Simone Rouse, believe that the global economy will continue to expand in 2024, albeit at a slower pace than in 2023.
US family office launches Australian arm
The Asena Family Office (Asena) has officially set up shop down under, merging with Melbourne-based boutique family office and asset management firm Giles Wade.
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.