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Showing 101 - 110 of 210 results for "Trustee services"

Trustee firm expands into fund administration

JAMIE WILLIAMSON  |  WEDNESDAY, 13 NOV 2019
A trustee services and financial technology provider is continuing its rapid growth trajectory, unveiling plans for a full stack superannuation administration service to launch in early 2020. Sargon is expanding its offering, with plans to launch a ...

Allianz Retire+ bolsters distribution team

ELIZABETH MCARTHUR  |  THURSDAY, 10 OCT 2019
... She joins Allianz Retire+ from Equity Trustees, where she was responsible for distributing estate planning and trustee services to licensees and financial advisers. Prior to that, Orrell had roles with Zurich Investments and BT Financial Group. Allianz ...

Equity Trustees confirms international strategy

ELIZABETH MCARTHUR  |  FRIDAY, 13 SEP 2019
... director role in the UK. Equity Trustees global head of fund services and executive general manager, corporate trustee services Harvey Kalman explained that outsourcing to independent parties to perform the role corporate fiduciary is a global trend. ...

Ironbark acquires firm, eyes instos

KARREN VERGARA  |  FRIDAY, 30 AUG 2019
... the wholesale market, providing solutions for funds management, alternative investments, as well as corporate trustee services. Larsen said the Ambassador brand will operate as is, but did not disclose the consideration. In an effort to be more active ...

IOOF rejigs CRO role, appoints successor

KARREN VERGARA  |  FRIDAY, 26 JUL 2019
... risk officer for nearly two years until June 2019. Lancaster has since joined ESSSuper as general manager of trustee services. APRA is currently taking action against IOOF, seeking to impose licence conditions and disqualify several executives, one of ...

Trustee firm adds executive

JAMIE WILLIAMSON  |  WEDNESDAY, 24 JUL 2019
... development manager at Australian Executor Trustees (now Sargon), has joined MSC Group as a director within its trustee services division. White served for more than 12 years at Australian Executor Trustees in a number of roles. Prior to that he was ...

Dealer group buys bank advice arm

ELIZABETH MCARTHUR  |  MONDAY, 17 JUN 2019
... are building a simplified national and highly scalable wealth management business focussed on managed funds and trustee services," Sulicich added. Fiducian head of business development and distribution Jai Singh said: "We are excited to consolidate our ...

Perpetual wins trustee mandate

KANIKA SOOD  |  WEDNESDAY, 29 MAY 2019
... infrastructure team. "Perpetual Corporate Trust is one of the leading providers within custody and wholesale trustee services. We have been impressed with their capability and expertise in this area, especially during a time when the industry landscape ...

EQT names local head of fund services

KARREN VERGARA  |  MONDAY, 13 MAY 2019
... for listing of a major listed investment trust structure on the ASX. Executive general manager of corporate and trustee services and global head of fund services Harvey Kalman said Beasley has distinguished himself at EQT with his capacity to manage ...

Australian Unity creates new partnerships role

ELIZABETH MCARTHUR  |  THURSDAY, 21 MAR 2019
... time in its development, and will be part of a team that already has a wealth of experience and expertise in trustee services and solutions." "The trustee space is my passion, and Australian Unity Trustees has a number of points of differentiation, including ...