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Showing 451 - 460 of 500 results for "Equity Trustees"

SimpleWRAP launches $1500 platform pricing

ELISE BURGESS  |  THURSDAY, 30 JUN 2011
... fee in the near future." The new platform, which has been developed in just under three years, attracted partner Equity Trustees early on and who will provide full administration and platform services.

Equity Trustees makes aged care bid

MATT WOODINGTON  |  TUESDAY, 14 JUN 2011
Equity Trustees is set increase its capacity to provide post-retirement solutions with the acquisition of two aged care services businesses from Paragon Care. The sale of Lifetime Planning and Tender Living Care is due to be completed by the end of ...

New port mgr for Equity Trustees

ELISE BURGESS  |  WEDNESDAY, 25 MAY 2011
Fund manager, Equity Trustees, has announced the appointment of a new portfolio manager. John Terlikar has accepted the role as portfolio manager for the EQT Mortgage Income Fund, with a focus on mortgages. In the role, Terlikar will work with retiring ...

Equity Trustees names head of wealth mgmt

ELISE BURGESS  |  TUESDAY, 22 MAR 2011
Equity Trustees internally promotes its head of marketing, Philip Galagher, to head of private clients wealth management business as the fund manager builds out its portfolio management services. Central to this new role, Galagher will be responsible ...

EQT completes OAMPS buy

RUTH LIEW  |  THURSDAY, 4 NOV 2010
Equity Trustees has finalised its acquisition of the $265 million OAMPS Super Fund. The listed financial services group bought the fund, which previously belonged to the Wesfarmers Group, on 1 November. EQT chairman Tony Killen said OAMPS is a great ...

FSC appoints new chair

FSC ANNOUNCEMENT  |  FRIDAY, 29 OCT 2010
... Filling their roles are Geoff Summerhayes, chief executive, Suncorp Life, and Robin Burns, managing director, Equity Trustees. The Financial Services Council Board Chairman A, Peter Maher, Head of Banking and Financial Services Group, Macquarie Bank. ...

Equity Trustees calls for more from teeth behind RE reforms

ELISE BURGESS  |  FRIDAY, 1 OCT 2010
Financial services firm Equity Trustees has welcomed the regulator's call for tighter rules around RE licensing and said any reforms must match the increasing complexities of fund products now available to investors. Harvey Kalman, head of funds management ...

EQT buys OAMPS Super Fund

RUTH LIEW  |  MONDAY, 27 SEP 2010
Equity Trustees will pay $10 million to buy OAMPS Super Fund from the Wesfarmers Group. According to a press statement released this morning, EQT will add around $265 million in funds under management to EquitySuper, EQT's superannuation business, following ...

OC Funds unveils distribution strategy, appoints Purpura

ELISE BURGESS  |  MONDAY, 16 AUG 2010
... Financial, Purpura also held previous key roles as former Director of Patriot Asset Management, and senior positions at Equity Trustees Funds Management, Challenger Financial Services Group and AXA Trustees. During this time, he was responsible for the ...

Bookmakers fund adopts liquidity strategy

RUTH LIEW  |  WEDNESDAY, 30 JUN 2010
... closed for an extended period of time in order to allow the illiquid assets to be realised at reasonable prices." Equity Trustees Limited is the trustee of the Bookmakers Superannuation Fund.