STEPHEN MACDONALD | WEDNESDAY, 10 JUN 2015 The term 'Glass Ceiling' is one with wide currency. A Google search of the term delivers over 50 million results. Yet oddly, amongst these, the Oxford Dictionary defines the Glass Ceiling as "an unacknowledged barrier to advancement in ... Read more AMANDA SKELLY | THURSDAY, 16 OCT 2014 Reduced tax bite and tax defferals Read more R.DINO DAVIS | THURSDAY, 16 OCT 2014 Interest in reducing volatility and de-risking investment portfolios has grown for both individuals and institutional investors caught in the maelstrom of the 2008 financial crisis and the ensuing investment losses and deep recession. Read more MARK SMITH | THURSDAY, 16 OCT 2014 FS Private Wealth associate editor Mark Smith met with NAB fixed income experts and two of the bank's private wealth clients to find out how bonds can help high net worth investors reach thier objectives and what needs to be done to improve access ... Read more BEN STEINER | WEDNESDAY, 21 MAY 2014 Why absolute return makes sense now Read more MARK SMITH | WEDNESDAY, 21 MAY 2014 Mark Smith speaks to Kerr Neilson on his views about managing wealth, philanthropy, Chinese art and his contrarian approach to investing. Read more TODD MILLAY | TUESDAY, 5 NOV 2013 Liquid "alternative" assets are an important component of the diversified portfolios we construct for our clients. In this paper, we describe the key attributes of liquid alternatives and explain how these asset classes provide opportunities ... Read more RAMIN TOLOUI | TUESDAY, 5 NOV 2013 "Is now the right time to buy?" This is the question that is - and should be - on the minds of investors after the sharp movements in financial markets that began in May. Virtually no sector of the global fixed income market was immune, and ... Read more PETER DORRIAN | TUESDAY, 4 JUN 2013 If a year could come stamped with a health warning - or, better still, a wealth warning - then 2013 should carry one. Of course, many would say that this applies to bond markets, but it equally applies across a number of risk asset classes that produced ... Read more JOHN MORTON | TUESDAY, 4 JUN 2013 Over US$12 trillion is currently invested in emerging markets (EM) debt. This is an asset class that is experiencing an increase in inflows and is receiving much attention from investors. Last year, 2012, was a record year in terms of inflows into EM ... Read more |
Latest News
Wholesale investor tests up for parliamentary review
The federal government wants to shake up the wholesale investor tests further in launching a parliamentary inquiry into the entire framework, worrying many fund managers operating in the high-net-worth space.
ACNC tightens screws on NFPs with complex corporate structures
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
Hermes is facing an antitrust class action which alleges it only allows customers with "sufficient purchase history" to buy the infamous Birkin handbags.
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 ...
