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Showing 131 - 140 of 210 results for "Trustee services"

Decimal signs key partnership with UK consultancy

EMMA RAPAPORT  |  WEDNESDAY, 22 NOV 2017
... solution to enable members to monitor and manage their accounts through personalised education and insights. Guild Trustee Services general manager Greg Everett said the automated advice tool was ideally suited to help all members receive financial advice ...

Industry funds adopt robo-advice

KARREN VERGARA  |  TUESDAY, 21 NOV 2017
... only means members can be better prepared for their retirement, it also leads to more-engaged members. Guild Trustee Services general manager Greg Everett said the automated advice tool is ideally suited to helping all members receive convenient financial ...

Australian Unity restructures for growth

JAMIE WILLIAMSON  |  THURSDAY, 26 OCT 2017
... wealth and capital markets will encompass financial advice, life and superannuation, property, investments and trustee services and will continue to be led by chief executive and chief investment officer David Bryant. Kevin McCoy will remain as chief ...

Equity Trustees enters $5.2bn super fund merger

ALEX BURKE  |  TUESDAY, 24 OCT 2017
... Master Trust will combine. Should approvals be received, EQT will assume responsibility for the merged fund's trustee services, while Aon will oversee products and distribution. EQT managing director Mick O'Brien said the merged fund would enable Aon ...

Perpetual trustee business wins mandate

JAMIE WILLIAMSON  |  TUESDAY, 17 OCT 2017
... debt-specialist fund manager Metrics Credit Partners has appointed Perpetual Corporate Trust to provide corporate trustee services to its $2 billion MCP Master Income Trust. "We are delighted to be appointed RE of Metrics' new listed investment trust ...

EQT partners with fintech

KARREN VERGARA  |  WEDNESDAY, 11 OCT 2017
... operations solutions and owned by the Milestone Group, will help provide a fund oversight framework for Corporate Trustee Services (CTS) clients. This will enable CTS to automate a collection of client fund data from multiple custodians, registry and ...

IOOF subsidiary partners with venerable global non-profit

ALEX BURKE  |  THURSDAY, 28 SEP 2017
... through leveraging RPA's global expertise, granting advice framework and reference tools," AET general manager, trustee services Gary Riordan said. RPA chief executive Melissa Berman added: "This is a win-win relationship that will further enhance the ...

Revenue boost pushes OneVue into profit

ALEX BURKE  |  MONDAY, 28 AUG 2017
... also become more diversified, with 46% coming from fund services, 41% from the platform business and 13% from trustee services. So far, OneVue said the acquisition of Diversa has delivered $10 million in revenue and $1.9 million in synergies, and the ...

MyState advice arm grows

JAMIE WILLIAMSON  |  FRIDAY, 18 AUG 2017
... advice, and funds under advice grew from $738 million to $778 million at the end of the year." In contrast however, trustee services revenue was down as a result of fewer estates under administration. "We consider that our trustee business has stabilised ...

Boutique appoints Equity Trustees as RE

KARREN VERGARA  |  TUESDAY, 8 AUG 2017
... Trustees is pleased to be the RE for this dual offering," Equity Trustees executive general manager of corporate trustee services, Harvey Kalman said. "As RE, we take responsibility to ensure the fund operates within the legal framework for retail products ...