Home / News / Mulligan takes up Netwealth board spot

Mulligan takes up Netwealth board spot

News

(pictured: Kate Mulligan)

Kate Mulligan, the chief executive of the investment industry legal services firm King Irving Consulting, has joined the board of the wealth management firm Netwealth, increasing the number of independents on the board to three.

Netwealth is one of the largest privately owned wealth management and advisory companies. It is controlled by the Heine family.

  • The company’s chair is Jane Tongs, a former partner at PwC. The other independent director is Davyd Lewis, a former partner at Mallesons Stephen Jaques. The managing director is Michael Heine.

    Mulligan is a former managing director of the boutique multi-manager All Star and Ventura Funds Management and, before that, managing director of Advance Asset Management.

     

    Investor Strategy News




    Print Article

    Related
    Family offices warn of threat to critical investment decisions

    Despite being a growing reservoir of funds under management, this critically important pool of capital is confronting mounting problems collating and disseminating key data in a timely manner.

    Duncan Hughes | 7th Mar 2025 | More
    APRA’s governance move could trigger wholesale change

    If the regulator’s proposal to limit board tenure to 10 years takes effect, then many non-executive board members will be in the firing line, with industry funds likely to have the most casualties.

    Nicholas Way | 7th Mar 2025 | More
    ATO has family offices in its sights over succession strategies

    The wealth transfer from Baby Boomers to their offspring, which is in full swing, has got the taxman’s full attention, especially as it pertains to capital gains payments, trust structures and potential breaches of the Tax Act’s Division 7A.

    Duncan Hughes | 27th Feb 2025 | More
    Popular