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Showing 11 - 20 of 651 results for equity trustees/

HUB24 sets sights on $100bn FUA

KARREN VERGARA  |  TUESDAY, 16 JAN 2024
... with Allianz Retire+ to launch longevity product AGILE. It is currently transitioning about $4 billion in FUA to Equity Trustees after signing an agreement in which the latter will provide custodial platform administration and technology solutions. Up ...

EQT operations, finance chief steps down

KARREN VERGARA  |  MONDAY, 18 DEC 2023
... financial reporting structure will remain unchanged. In October, EQT sold its Irish business via a management buyout. Equity Trustees Ireland chief executive Kevin Lavery, with additional investment from Irish-based MFM Capital, will take over the un ...

Changing retirement landscape needs regulatory framework: Actuaries Institute

CASSANDRA BALDINI  |  MONDAY, 4 DEC 2023
... additional income sources retirees can draw on, such as salaries and wages from part-time work or accessing income from equity in the family home or other property. "The big challenge we have is how to best fund incomes in retirement in the future. It's ...

Future Group acquires Verve Super

JAMIE WILLIAMSON  |  WEDNESDAY, 29 NOV 2023
... custodian for BNP Paribas, swapped OneVue for Apex Group as administrator, and dumped Diversa as trustee in favour of Equity Trustees. "Both Verve and Future Group share a commitment to ethical investing, with both the Verve product and the Future Super ...

Spatium Capital selects trustee, administrator for small caps fund

CASSANDRA BALDINI  |  TUESDAY, 28 NOV 2023
... 300, while the remaining 15% is allocated to the top 100. It seeks to identify and capitalise on mispriced and short-term equity price dislocations and has a trading strategy that uses a quantitative model. Spatium Capital said it achieved growth of ...

Income fund shuttered by Equity Trustees

JAMIE WILLIAMSON  |  MONDAY, 27 NOV 2023
Equity Trustees has moved to terminate a fund offered by Kaplan Funds Management, saying its purpose can no longer be accomplished. Investors were made aware earlier this month that the KFM Income Fund is set to be closed, with Equity Trustees citing ...

Objective of super bill lands in parliament

ANDREW MCKEAN  |  FRIDAY, 17 NOV 2023
... government, and the requirement that all future super-related legislation is compatible with the principles of preservation, equity and sustainability, are a positive step forward for our members and all working Australians," she said. "We urge the Parliament ...

Lombard Odier breaks into Australia, issues private credit mandate

ANDREW MCKEAN  |  THURSDAY, 16 NOV 2023
... Investment Managers (LOIM), the asset management division of the Swiss private bank, has awarded a mandate to Equity Trustees for its first offering in Australia. The LOIM Sustainable Private Credit (Australia) Unit Trust seeks to deliver investors capital ...

Institutional investor tips $30m into new Mantis offer

CHLOE WALKER  |  THURSDAY, 16 NOV 2023
... The unit trust is available to wholesale clients in Australia and wholesale investors in New Zealand only, with Equity Trustees as the responsible entity. The unit trust launch follows the partnership between Mantis Funds and Adelaide-based specialty ...

Currency hedging solution launched for managed accounts

JAMIE WILLIAMSON  |  WEDNESDAY, 15 NOV 2023
... to meet the growing need to simplify the management of AUD/USD currency exposures. Rochford Group has appointed Equity Trustees as responsible entity of its new fund, the Leveraged Long AUD Fund, which was introduced last month. "Currently, there is ...