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Showing 141 - 150 of 210 results for "Trustee services"

Equity Trustees appointed RE for boutique

DARREN SNYDER  |  MONDAY, 24 JUL 2017
... - a high-yield, low volatility Australian equities fund. Equity Trustees executive general manager, corporate trustee services, Harvey Kalman said Pentalpha is building a strong reputation since launching the fund. "It's an efficient choice for a boutique ...

NAB sells trustee business to IOOF

JAMIE WILLIAMSON  |  WEDNESDAY, 14 JUN 2017
... "This acquisition demonstrates our commitment and belief that all Australians should have access to professional trustee services as part of their wealth planning to support their financial independence and provide them with peace of mind," Kelaher said. ...

EQT appointed RE for $5.9bn manager

ALEX BURKE  |  FRIDAY, 9 JUN 2017
... responsibilities are in the capable hands of a proven team of experts." EQT executive general manager, corporate trustee services Harvey Kalman said: "It's exciting to be appointed by an emerging boutique fund manager that has a distinctive hands-on ...

Trustee Partners crosses the ditch

JAMIE WILLIAMSON  |  FRIDAY, 19 MAY 2017
... Zealand trustee market. Under the deal, Trustee Partners now owns Perpetual Guardian, Guardian Trust, Covenant Trustee Services and New Zealand Trustee Services. "We're attracted to New Zealand because of favourable industry and demographic trends, including ...

EQT appoints former Deutsche Bank VP

JAMIE WILLIAMSON  |  THURSDAY, 4 MAY 2017
Equity Trustees will welcome a new addition to its Corporate Trustee Services team. Bringing significant experience in corporate trusteeship, James Connell will join the firm's Sydney office as senior manager, structured finance - corporate trusts. ...

Russell Investments secures $1.9bn mandate

EMMA RAPAPORT  |  WEDNESDAY, 19 APR 2017
... assets under management. In October 2016, the firm won a $1.3 billion investment management mandate from Guild Trustee Services, the trustee for GuildSuper, Child Care Super and GuildPension to manage assets across six classes. The firm also recently ...

Trustee business names philanthropy manager

DARREN SNYDER  |  TUESDAY, 4 APR 2017
... through ad-hoc donations." Australian Unity Trustees was established earlier this year to provide a range of trustee services to all Australians including: estate planning; executor appointments and estate administration; financial attorney; financial ...

Australian Unity appoints trustee GM

DARREN SNYDER  |  FRIDAY, 17 MAR 2017
... providing services to the wealthy but Australian Unity Trustees has recognised that there is a growing need for trustee services amongst middle income Australians, particularly as the population ages," Sakellaris said. "An important part of my role will ...

Cooper Investors appoints EQT, hires retail lead

KARREN VERGARA  |  MONDAY, 13 MAR 2017
... investment offering to a wider audience at this time," Cooper said. EQT executive general manager, corporate trustee services, Harvey Kalman said appointing an independent RE is a move that provides investors with a framework familiar in overseas jurisdictions. ...

Australian Unity enters trustee services

JAMIE WILLIAMSON  |  THURSDAY, 2 MAR 2017
... the first trustee financial services licence issued in more than two decades, Australian Unity has launched its trustee services business. Revealed in the group's interim results, Australian Unity Trustees will provide estate planning, trustee, attorney ...