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

Foresters Financial appoints chief executive

KARREN VERGARA  |  MONDAY, 10 JAN 2022
... ANZ Trustees where she led the client management function. She helped lead the merger between ANZ Trustees and Equity Trustees, and subsequently joined Equity Trustees as general manager of estates and trusts. Her most recent role was serving as director ...

Future Super acquires Aon's super business

ELIZABETH MCARTHUR  |  WEDNESDAY, 22 DEC 2021
... consulting and administration and encompasses the smartMonday brand. Trustee services for the fund are provided by Equity Trustees. Future Super said the acquisition puts it on track to reach $10 billion in funds under administration, management, and ...

Choice products not so choice: APRA

CHLOE WALKER, KARREN VERGARA  |  FRIDAY, 17 DEC 2021
... AMP products such as the FS Choice - AMP Capital Multi-Asset and SS Select - AMP Capital Multi-Asset options. Equity Trustees Superannuation, with AON Master Trust and Zurich Master Superannuation Fund as trustees for different products, saw a sea of ...

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
... our community," he said. Just last month Elston's manager, NFP and philanthropic services Amanda Sartor joined Equity Trustees as a senior relationship manager in the charitable trusts and philanthropy team.

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 ...