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Showing 1 - 5 of 5 results for "Phil Harkness"

Mutual Trust merges with CMS Private Advisory

JAMIE WILLIAMSON  |  THURSDAY, 7 NOV 2024
... Australia in 2019 and has since seen a three-fold increase in clients and revenues. Mutual Trust chief executive Phil Harkness said there are many synergies between Mutual Trust and CMS Private Advisory. "This merger will complement and strengthen the ...

Mutual Trust adds three partners

ELIZABETH FRY  |  MONDAY, 14 OCT 2024
... accounting firms where he provided specialist tax advice to private business and family trusts. Chief executive Phil Harkness noted that family offices are a powerful force. "They deploy their capital to expand their businesses, employ people, build ...

CBA private office head joins Mutual Trust

ANNABELLE DICKSON  |  MONDAY, 7 DEC 2020
... client experience to high net worth individuals and families across New South Wales. Mutual Trust chief executive Phil Harkness said the appointment comes from increased demand from Sydney-based clients. "Ralf brings to Mutual Trust a deep understanding ...

Myer Family Investments hires portfolio manager

KANIKA SOOD  |  TUESDAY, 29 JAN 2019
... Trust's name. Soon after, the newly combined family offices announced the appointment of a new chief executive. Phil Harkness was appointed chief executive of Mutual Trust and chief executive-elect of the enlarged group.

Family office merger sees new chief executive

KARREN VERGARA  |  WEDNESDAY, 2 AUG 2017
... combined family offices, Mutual Trust and Myer Family Company, announced the appointment of a new chief executive. Phil Harkness has been appointed chief executive of Mutual Trust and chief executive-elect of the enlarged group. Pending completion of ...
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