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Showing 11 - 20 of 210 results for "Trustee services"

K2 Asset Management seeks M&A partners

KARREN VERGARA  |  FRIDAY, 29 AUG 2025
... The RE and administration unit services 17 managers across over 30 products. Fees received from ongoing RE and trustee services, including licensing, rose by 30% during the period. As a pathway to accelerate growth, KAM chief executive Hollie Wight said ...

Equity Trustees FUM tops $254bn

ELIZA BAVIN  |  THURSDAY, 21 AUG 2025
... the UK/Ireland business exit." O'Brien pointed to the strong performance of the corporate and superannuation trustee services business, which saw 53 new responsible entity and 20 custody appointments over the period, bringing the portfolio to over 400. ...

Brandes launches first fund, taps Equity Trustees

KARREN VERGARA  |  FRIDAY, 1 AUG 2025
... for Australian investors," Krishnamoorthy said. EQT executive general manager of corporate and superannuation trustee services Andrew Godfrey commented: "Brandes is a highly respected global investment manager with a long and disciplined track record ...

Perpetual Wealth Management adds five senior advisers

ANDREW MCKEAN  |  MONDAY, 28 APR 2025
... professionals and community organisations across a range of areas including strategic and investment advice, trustee services, accounting, business advisory, and philanthropic solutions. "Michael, Antony, Sandra, Laura, and Patrick bring a wealth of ...

IAM to bring managed account with syndicated loan access to market

MATTHEW WAI  |  WEDNESDAY, 16 APR 2025
... don't exist in the retail hybrid market." Perpetual has been appointed as the standard custodian, supported by trustee services from Trustees Australia Limited. The launch follows State Street Global Advisors and Investment Trends' recent report ...

Global investor services group enters Australia

ELIZA BAVIN  |  TUESDAY, 15 APR 2025
... have unique market dynamics and client requirements," Pesco said. "As the only scaled end-to-end provider of trustee services and loan administration in Australia and New Zealand, this positions us to grow our corporate trust and loan administration ...

Talaria taps Equity Trustees as RE for three funds

ANDREW MCKEAN  |  TUESDAY, 1 APR 2025
... Trustees can offer the firm "enhanced capability and user experience." Equity Trustees' corporate and superannuation trustee services executive general manager Andrew Godfrey said the firm's role as responsible entity is to ensure strong governance and ...

EQT awarded two new mandates

ELIZA BAVIN  |  TUESDAY, 11 FEB 2025
... Financial in bringing this investment opportunity to market and remain dedicated to delivering excellence in trustee services." MA Financial managing director and head of credit investments and lending Frank Danieli said the launch of the MA Credit Income ...

K2 appoints chief executive, wins mandate

KARREN VERGARA  |  WEDNESDAY, 29 JAN 2025
... has been promoted to chief executive after serving as managing director and head of responsible entity (RE) and trustee services since 2005. Wight joined the ASX-listed firm in 2000. Prior to K2, she worked at PwC within its assurance and business advisory ...

Bennelong secures first trustee mandate

ELIZA BAVIN  |  TUESDAY, 14 JAN 2025
Bennelong has welcomed its first client, Paragon IM, following the expansion of its trustee services offering in October last year. Bennelong Funds Management is now the responsible entity (RE) for the Paragon Australia Long Short Fund. The fund invests ...