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Showing 11 - 20 of 197 results for "Trustee services"

MSC Trustees names general manager

ELIZABETH FRY  |  MONDAY, 2 DEC 2024
MSC Group, the trustee services provider, has added a custody business lead and a relationship manager to its team. The firm - which specialises in responsible entity and fund trusteeship services - has appointed Chris Morpeth as the general manager ...

Cbus board still considering CFMEU directors

JAMIE WILLIAMSON  |  THURSDAY, 14 NOV 2024
... trustees cannot pay for penalties out of the assets of a super fund. However, many funds, including Cbus, introduced trustee services fees in response whereby members are charged a small fee via its existing reserves which is then set aside in the trustee's ...

EQT wins RE mandates for FIIG Securities, Nanuk AM

MATTHEW WAI  |  WEDNESDAY, 30 OCT 2024
... Nanuk New World Fund (Currency Hedged) Active ETF. EQT executive general manager, corporate and superannuation trustee services Andrew Godfrey said he is delighted to extend the group's existing partnerships with FIIG Securities and Nanuk Asset Management. ...

AET boosts Equity Trustees' FY24 performance

KARREN VERGARA  |  FRIDAY, 23 AUG 2024
... overall translated to an $8 million loss. More than half of EQT's revenue is sourced from fund governance and trustee services under TWS, reaching $99 million in FY24. Corporate and superannuation trustee services account for 41% of revenue at $72 ...

Equity Trustees names chief risk officer

MATTHEW WAI  |  TUESDAY, 20 AUG 2024
... its core is focussed on governance and risk management across all lines of our diverse and highly specialised trustee services." The announcement follows the departure of Philip Gentry, who has been at the helm as its operations and finance chief for ...

Funds SA, Mercer Super make key appointments

ELIZABETH FRY  |  FRIDAY, 12 JUL 2024
... including 26 years in chief executive roles. "Jim Minto brings deep expertise in life insurance, superannuation, trustee services, managed funds, investment management, financial planning, health insurance and general insurance," Bryant added. Bryant ...

ASIC takes action against Guildfords FM, director

KARREN VERGARA  |  FRIDAY, 28 JUN 2024
... investment schemes and securities, as well as custodial and depository services to wholesale clients. It also provided trustee services to unregistered managed investment schemes, including the Magnolia Capital Opportunities Fund II (Magnolia Head Fund). ...

ANZ transfers Will bank to Equity Trustees

JAMIE WILLIAMSON  |  WEDNESDAY, 15 MAY 2024
... the deal, ANZ Private Bank will now refer clients to Equity Trustees should they require estate planning and trustee services. The Equity Trustees Will bank now holds the estate planning documents of more than 200,000 Australians. Many of the clients ...

Equity Trustees scores Woodbridge mandate

ELIZA BAVIN  |  MONDAY, 22 APR 2024
... fund, the Woodbridge Secured Income Fund. Equity Trustees executive general manager, corporate and superannuation trustee services Andrew Godfrey said he is delighted to have been chosen to be the responsible entity for the fund. "We look forward to ...

Lombard Odier brings plastic circularity fund down under

JAMIE WILLIAMSON  |  TUESDAY, 19 MAR 2024
... investment solutions such as this. Meantime, Equity Trustees executive general managers, corporate and superannuation trustee services Andrew Godfrey said: "We are pleased to be appointed as the responsible entity role for the LOIM Plastic Circularity ...