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Showing 181 - 190 of 1159 results for "Trusts"

REITs extend performance struggles

KARREN VERGARA  |  FRIDAY, 12 MAR 2021
... and the effects of COVID-19. "In between these funds are other options including portfolios of Australian listed property trusts (the S&P/ASX A-REITS Index returned 5.1% p.a. over three years), international property securities funds (both currency hedged ...

Wells Fargo sells asset management business

ELIZA BAVIN  |  WEDNESDAY, 24 FEB 2021
... closed-end funds. The sale includes Wells Fargo Bank N.A.'s business of acting as trustee to its collective investment trusts and all related WFAM legal entities. Wells Fargo said the transaction is expected to close in the second half of 2021, subject ...

T. Rowe Price names new executive

ELIZA BAVIN  |  WEDNESDAY, 24 FEB 2021
... candidate to deepen our existing relationships and drive new partnerships," he said. T. Rowe Price offers six Australian unit trusts to wholesale investors in Australia and New Zealand, providing access to the firm's global equities, Australian equities ...

Connectus empowers advisers with Excelerate

JAMIE WILLIAMSON  |  THURSDAY, 18 FEB 2021
... Hub with personalised client portals to facilitate digital onboarding. Family office and other specialised services like trusts and estate planning, valuation and insurance are also included, along with resources for talent management, compliance, finance ...

Class makes acquisition, profit up

ANNABELLE DICKSON  |  TUESDAY, 16 FEB 2021
... 183% to 4456 customers. Its recently launched Class Trust is used by 175 accounting businesses and manages more than 2700 trusts. Class also noted that integrated financial advisory firm Findex has signed up to the NowInfinity Documentation Suite for ...

Equity Trustees wins investment mandate

ANNABELLE DICKSON  |  MONDAY, 15 FEB 2021
... proposition a sound fit with BCHS's specialist needs," he said. In addition, Equity Trustees general manager, charitable trusts and philanthropy Jodi Kennedy said the organisation will have access to philanthropic expertise and services. "We hope to ...

Sequoia completes acquisitions

ANNABELLE DICKSON  |  TUESDAY, 2 FEB 2021
... services to 750 accountants in Western Australia. Panthercorp offers company registration, business names, SMSF creation, trusts and shelf companies for sale. In addition, Sequoia has acquired the first of three customer books, First Option Financial ...

First Sentier launches infrastructure fund

KARREN VERGARA  |  FRIDAY, 15 JAN 2021
... "US investors are looking for liquid real asset alternatives to master limited partnerships and real estate investment trusts. We believe a US-focused infrastructure fund offers strong structural growth from renewable energy, decarbonisation, replacement ...

Rice Warner weighs in on Your Future, Your Super

KARREN VERGARA  |  THURSDAY, 14 JAN 2021
... two areas of concern. The first is that employer schemes are potentially under threat. Prior to industry funds and master trusts, most pensions were provided by employers as a staff benefit that were typically tailored to their demographic and subsidised ...

Equity Trustees reports on 2020 giving

KANIKA SOOD  |  FRIDAY, 18 DEC 2020
... times which were the hallmarks of 2020. "This has been clearly demonstrated by the establishment of two Disaster Response Trusts after the summer bushfires, which are designed to support those impacted by the disaster, by providing our clients our employees ...