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Showing 291 - 300 of 4510 results for "Trustee"

Future Group confirms more mergers ahead, undertakes review

JAMIE WILLIAMSON  |  THURSDAY, 24 APR 2025
... alongside the MLC Insurance Only product that currently sits inside an Insignia Financial fund. Equity Trustees serves as trustee of both the Smart Future and Zurich offerings and, following a review, decided Zurich members would be better off if transferred ...

Australian equity fund manager in a league of its own: Mercer survey

ANDREW MCKEAN  |  THURSDAY, 24 APR 2025
... "problematic" software business Bigtincan, along with more successful investments in terminal owner Dalrymple Bay and trustee Equity Trustees. New positions, meanwhile, have mostly come from the ranks of "larger, higher quality" companies, including ...

Corporate fund selects Mercer Super for SFT

JAMIE WILLIAMSON  |  TUESDAY, 22 APR 2025
... the Goldman Sachs & JBWere Superannuation Fund, will be merged into Mercer Super from next month. In September 2024, the trustee for the Goldman Sachs & JBWere Superannuation Fund - BEST Superannuation - commenced a review of its options to merge the ...

Mercer promotes wealth management lead

ELIZABETH FRY  |  THURSDAY, 17 APR 2025
Mercer Pacific has promoted Luke Fitzgerald, its head of wealth management, to partner. In the announcement, Mercer emphasised Fitzgerald's significant role over the past 15 years in expanding the firm's wealth management client base and supporting ...

Shield Master Fund terminated, new receivers for Keystone Asset Management

KARREN VERGARA  |  WEDNESDAY, 16 APR 2025
The Shield Master Fund (SMF) has been terminated while its responsible entity Keystone Asset Management (KAM) has been appointed a new receiver and administrator. The troubled SMF was terminated on April 10 after the new receiver, Alvarez & Marsal ...

IAM to bring managed account with syndicated loan access to market

MATTHEW WAI  |  WEDNESDAY, 16 APR 2025
... simply 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 ...

Global investor services group enters Australia

ELIZA BAVIN  |  TUESDAY, 15 APR 2025
... assets, private credit and private equity. These market conditions are causing demand to rise for sophisticated, end-to-end trustee and loan administration solutions." IQ-EQ chief executive Mark Pesco said the investment marks a significant milestone ...

HUB24 sees record quarterly inflows of $4.9bn

ELIZA BAVIN  |  TUESDAY, 15 APR 2025
HUB24 saw record platform inflows in Q3 of $4.9 billion, thanks to the large migration of $1.3 billion from Clearview WealthFoundations to HUB24 Super. Total funds under administration (FUA) reached $124.1 billion, up 24% on the prior corresponding ...

Apex awarded $2.3bn fund admin mandate

MATTHEW WAI  |  MONDAY, 14 APR 2025
Apex Group has been appointed to provide fund administration and transfer agency services for four retail products of an Australian credit manager, effective today. Mutual Limited will transition administration of the Mutual Cash Fund, Mutual Income ...

Paying more fees doesn't speed up superannuation death benefit payouts

ANDREW MCKEAN  |  THURSDAY, 10 APR 2025
... fastest, in some cases, had the lowest fees. Of the superannuation trustees ASIC examined, the two fastest, Avanteos, the trustee of Colonial First State's FirstChoice Employer Super MySuper and Essential Super MySuper, and UniSuper, charged comparatively ...