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| | ... will continue to greatly benefit the operations, productivity and efficiency of our clients." Just last year, Equity Trustees partnered with TrustQuay to centralise its Trustee and Wealth Services business and digitise the end client experience. |
| | | ... strategic mindset. Previously a general manager at AET, Chambers led the team that sold the business to Insignia from Equity Trustees in 2022 for $135 million. Chambers has also held senior executive roles at National Australia Bank, Commonwealth Bank ... |
| | | Equity Trustees has appointed Andrew Godfrey as executive general manager of its Superannuation Trustees Services business. Godfrey replaces Mark Blair, who successfully transformed the company's strategy to concentrate on independent outsourced trusteeship ... |
| | | ... net outflows of $267 million. As previously announced on 30 November 2022, Insignia completed the sale of AET to Equity Trustees. The proceeds of $130 million, after costs, have been used to reduce debt. As part of the transaction, Insignia and Equity ... |
| | | ... Australian Ethical Investment, BT Financial Group, Challenger, Clearview Wealth, Colonial First State Investments, Equity Trustees Superannuation, HUB24, Macquarie Investment Management, Mercer (Australia), Sandhurst Trustees and Vanguard Investments ... |
| | | ... option while OnePath OptiMix Balanced was the worst. 3. Retail super to be wound up At the start of the year, Equity Trustees Superannuation decided to wind up CUBS Superannuation. In March, the retail superannuation fund offered to customers of several ... |
| | | Equity Trustees has been selected as the trustee for ClearLife Capital's new wholesale fund, the ClearLife Capital Opportunities fund. The ClearLife Opportunities fund invests primarily in a portfolio of securities listed on the Australian and New ... |
| | | ... or insurance cover, Raiz Invest said. In transferring the product, Diversa will hand Raiz Invest Super over to Equity Trustees Superannuation, the trustee of AMG Super. AMG Super's MySuper option failed the performance test earlier this year, but ... |
| | | ... estimated costs weren't calculated or disclosed correctly, calling the coverage of its errors "misrepresented." Equity Trustees, the trustee of Crescent Wealth, recently issued a significant events notice following the discovery of a disclosure issue ... |
| | | ... performance and risk. The five funds are the Allan Gray Australia Stable Fund and Dent Sector Fund, both overseen by Equity Trustees; the Funding Investment Trust, of which Melbourne Securities Corporation is RE; the Maxiron Monthly Income Trust under ... |
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