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Showing 171 - 180 of 500 results for "Equity Trustee"

Choice products not so choice: APRA

CHLOE WALKER, KARREN VERGARA  |  FRIDAY, 17 DEC 2021
Several superannuation funds that flunked the inaugural Your Future, Your Super test, are also failing Choice members, the latest APRA heatmaps reveal. The prudential regulator slapped retail and industry superannuation funds alike with the lowest grade ...

Equity Trustees nabs Perpetual sales head

ELIZABETH MCARTHUR  |  WEDNESDAY, 1 DEC 2021
Equity Trustees has a new general manager, business development and custody, corporate trustee services, hiring from Perpetual. Johnny Francis has been appointed to the role, joining from Perpetual where he was head of sales and relationship management ...

MSC Trustees strengthens relationship management efforts

JAMIE WILLIAMSON  |  FRIDAY, 12 NOV 2021
MSC Group has added a new relationship manager, joining the firm after 18 years at Equity Trustees. Rebecca McGrath has taken on the role at MSC Trustees, effective this month. Previously, McGrath spent more than 18 years at Equity Trustees in a host ...

Harvey Kalman joins Raiz

ELIZABETH MCARTHUR  |  MONDAY, 25 OCT 2021
Former Equity Trustees global head of business development Harvey Kalman will chair Raiz Invest. Kalman is currently board member and chair of the audit and investments board committee for the Menzies Foundation and chair of the Financial Planning Advisory ...

New RE mandate for Equity Trustees

ELIZABETH MCARTHUR  |  THURSDAY, 9 SEP 2021
Equity Trustees has been appointed as a responsible entity for a wealth manager launching a new offering in Australia. Haven Wealth Partners has appointed Equity Trustees as it launches its first fund in Australia. The Haven Wealth Partners Ethical ...

New role for Harvey Kalman

ELIZABETH MCARTHUR  |  TUESDAY, 31 AUG 2021
Former Equity Trustees global head of business development Harvey Kalman has joined a debt and special opportunities investment manager. He joins Arbitrium Capital Partners as non-executive director and chair of its credit risk committee. In July this ...

Elston hires head of philanthropic services

JAMIE WILLIAMSON  |  WEDNESDAY, 25 AUG 2021
The private wealth firm has welcomed a new head of philanthropic services, bringing 20 years' experience in similar roles. Susan Chenoweth has taken the role at Elston, joining from Australian Philanthropic Services where she served as head of the APS ...

Super unit boosts Equity Trustees performance

KARREN VERGARA  |  FRIDAY, 20 AUG 2021
Equity Trustees' major superannuation client wins in the last financial year saw the business unit more than triple its assets. The superannuation business' funds grew from $11.2 billion to $33.6 billion year on year. It now provides trustee services ...

EQT partners with ETF specialist

KARREN VERGARA  |  MONDAY, 2 AUG 2021
Equity Trustees has partnered with an exchange-traded fund manager to launch a global equity strategy. Eight Bays Investment Management has helped launch the EQT Eight Bays Global Fund, which invests in ETFs listed in global stock exchanges aiming to ...

EQT hires for trustee and wealth

ANNABELLE DICKSON  |  FRIDAY, 30 JUL 2021
Equity Trustees has made two appointments to its Trustee and Wealth Services (TWS) team in response to increased demand. Kate Schell has joined as an adviser in the private client team and Amanda Sartor has been appointed as a senior relationship manager ...