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Showing 1 - 10 of 1079 results for "Trusts"

ANZ transfers Will bank to Equity Trustees

JAMIE WILLIAMSON  |  WEDNESDAY, 15 MAY 2024
... continuity of service becomes clear when you understand that many wills contain instructions to establish philanthropic trusts - and appoint a trustee to manage that trust in perpetuity. Examples include the Sylvia and Charles Viertel Charitable Foundation ...

JANA appoints new director of client development

ELIZA BAVIN  |  TUESDAY, 23 APR 2024
... advice and access to unique investment opportunities. With our strong advisory credentials and market leading investment trusts, we're well-positioned to assist clients achieve their investment outcome objectives." Chebli commenced his new role at JANA ...

JANA appoints new investment trusts leads

ELIZA BAVIN  |  THURSDAY, 4 APR 2024
JANA Investment Advisers has appointed a head of investments, investment trusts, and a head of diversified portfolios, investment trusts. Claire Simpson will take on the role of head of investments, investment trusts and David Schnell is now head of ...

Perennial renews contract with SS&C

KARREN VERGARA  |  WEDNESDAY, 3 APR 2024
... grown, it wants to streamline unit registry and call centre services across its products in listed managed funds, unit trusts, and private assets. "SS&C's expansive expertise in the Australian market has enabled us to consolidate the investor experience ...

Court rejects Provide Capital's 'illogical' application

KARREN VERGARA  |  WEDNESDAY, 3 APR 2024
... conduct. Provide Capital said that its business enables individuals, companies, self-managed superannuation funds, and trusts the opportunity to lend to it and earn fixed interest returns. It then uses borrowings from third parties to increase its operational ...

Family offices still love hedge funds: Preqin

CHLOE WALKER  |  TUESDAY, 5 MAR 2024
... in hedge funds over the past five years, maintaining a greater allocation than endowment plans, foundations, investment trusts, corporate investors, wealth managers, private sector pension funds, government agencies, and public pension funds alike. Specifically ...

GBST upgrades WealthConnect platform

ANDREW MCKEAN  |  WEDNESDAY, 28 FEB 2024
... multi-entity scenario modelling, offering increased flexibility in modelling strategic advice for individuals, companies, trusts, and SMSFs. Additionally, GBST ushered in an "electronic consent capture" to enhance efficiencies without compromising compliance ...

HSBC wins $23bn in admin, custody mandates

JAMIE WILLIAMSON  |  FRIDAY, 23 FEB 2024
... Perennial's funds and in 25 markets. "HSBC's ongoing investment has enabled Perennial to consolidate listed managed funds, unit trusts and venture capital and private asset administration into a single platform, facilitating an enhanced service experience ...

JANA wins mandate from public sector super fund

ANDREW MCKEAN  |  THURSDAY, 22 FEB 2024
... equipped with a well-diversified investment portfolio across a range of asset classes. With our market leading investment trusts, we're well-positioned to assist clients achieve their investment outcome objectives," she said. As of 30 December 2023 ...

Younger Aussies embracing SMSFs, guidance needed

CHLOE WALKER  |  WEDNESDAY, 21 FEB 2024
... combination of wealth building vehicles, which might incorporate not only an SMSF or an industry fund, it might also incorporate trusts and other vehicles as well." Hurley added that all advisers should be thinking about how to better access information ...
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