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Showing 11 - 20 of 440 results for %22Trustee Partners%22

Ironbark, Invest Blue to create $64bn powerhouse

CASSANDRA BALDINI  |  THURSDAY, 14 SEP 2023
... an enhanced client experience. "The client is at the forefront of everything that we do. Be it, acting as professional trustee for funds and managed account solutions or partnering with best-in-class investment managers globally via our Investment Solutions ...

State Super partners with analytics firm

KARREN VERGARA  |  TUESDAY, 29 AUG 2023
... place to manage our members' retirement savings in the safest, most efficient way possible," he said. State Super is the trustee of the State Authorities Superannuation Scheme, State Superannuation Scheme and Police Superannuation Scheme. It has more ...

SuperConcepts to take over AET platforms clients

JAMIE WILLIAMSON  |  FRIDAY, 25 AUG 2023
... last year, it flagged it intended to exit the platform services space, having primarily acquired the business for its trustee services capabilities. This deal is EQT executing that plan, with communications to be sent to advisers and clients shortly. ...

Insignia consolidates further, creates Client Wellbeing arm

JAMIE WILLIAMSON  |  THURSDAY, 24 AUG 2023
Following the recent decision to overhaul its advice model, Insignia Financial will now consolidate its client engagement teams to create a Client Wellbeing division as it prepares for the post-Quality of Advice Review world. Within its FY23 results ...

HSBC committed to local custody arm despite rapid decline in assets

JAMIE WILLIAMSON  |  TUESDAY, 22 AUG 2023
Despite its local assets under custody and administration plummeting by more than 60% in the past six months, HSBC is adamant it's not going anywhere. The most recent statistics to come out of the Australian Custodial Services Association (ACSA) show ...

Equity Trustees combines super, trustee arms

JAMIE WILLIAMSON  |  FRIDAY, 11 AUG 2023
Equity Trustees is merging its superannuation and corporate trustee services divisions, creating a $150 billion business. The group said the two divisions share many similarities, meaning "it makes good commercial sense to bring them together." All ...

APIR reports surge in new financial products

ANDREW MCKEAN  |  FRIDAY, 11 AUG 2023
... sector for FY22. Highlighting a trend towards inorganic growth, many superannuation funds are actively seeking merger partners. "More superannuation funds are pursuing inorganic growth strategies and are on the lookout for a merger partner. This is a ...

Iress adds new operations, customer service leaders

KARREN VERGARA  |  WEDNESDAY, 2 AUG 2023
Iress appointed two new leads for its Australia and New Zealand wealth businesses who will oversee client services and operations respectively. The ASX-listed firm named Amara Haqqani as its chief operating officer for wealth in Australia and New Zealand ...

New chief executive for retail super fund, platform

KARREN VERGARA  |  TUESDAY, 1 AUG 2023
... for over 10 years has allowed him to form some "extremely strong relationships with our adviser network and business partners". "It is these relationships and insights that will continue to shape my decisions moving forward," he said. Hegerty added ...

New boutique hires EQT as RE

KARREN VERGARA  |  MONDAY, 31 JUL 2023
... domestic equity markets, and in future across global equity markets." Equity Trustees executive general manager of corporate trustee services Russell Beasley said: "Our expertise and decades of experience in funds governance establishes us well to work ...