TERESA ZOLNIERKIEWICZ | TUESDAY, 4 JUN 2013 Tax data shows that overall giving in Australia has increased steadily over the past decade. Thanks to leadership from philanthropists such as Nicola and Andrew Forrest, and Graeme Tuckey, this rise looks set to continue. Read more ANDREW THOMAS | MONDAY, 15 OCT 2012 In this article Perpetual Private Wealth's Andrew Thomas champions the role of philanthropy in fostering medical research. Read more PETER WINNEKE | FRIDAY, 18 MAY 2012 Many would agree that one true test of a civil society is how we treat those less fortunate than others and our not-for-profit (community) organisations. Do we assist in building up their organisational capacity so that they can thrive and achieve their ... Read more TABITHA LOVETT | FRIDAY, 18 MAY 2012 The majority of clients consulting financial planners will have some personal experience with charitable giving through fundraisers and making donations to charities they support, but may like to accomplish more than they already do through their philanthropic ... Read more |
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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
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