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Showing 31 - 40 of 419 results for "Equity Trustees"

Iress adds new operations, customer service leaders

KARREN VERGARA  |  WEDNESDAY, 2 AUG 2023
... worked in senior roles in financial services, including Milliman, Challenger, Financial Services Council, and Equity Trustees. As operations chief, Haqqani oversees delivering strategic, operational and financial outcomes for the wealth business. In ...

Raiz increases portfolio fees

KARREN VERGARA  |  TUESDAY, 1 AUG 2023
... increase year on year. Last December, Raiz became a division of AMG Super and switched trustees from Diversa to Equity Trustees after it was determined that a successor fund transfer was in the best interests of members. In May, it launched the Raiz ...

New chief executive for retail super fund, platform

KARREN VERGARA  |  TUESDAY, 1 AUG 2023
... Group. He takes over from Alan Hegerty who, before joining Acclaim Wealth, worked at BMO Global Asset Management, Equity Trustees, and Suncorp. In 2014, Hegerty oversaw the rebrand of AMG Universal Super to AMG Super. AMG Universal Super was launched ...

Goldman Sachs launches global infra feeder fund for Aussie investors

CASSANDRA BALDINI  |  MONDAY, 31 JUL 2023
... available via a traditional capital call or fully funded AUD feeder structure and is administered by Apex Group, with Equity Trustees as the responsible entity. To support the launch, GSAM chair and co-chief investment officer infrastructure Philippe ...

New boutique hires EQT as RE

KARREN VERGARA  |  MONDAY, 31 JUL 2023
Equity Trustees has won another responsible entity mandate this month from a fledgling investment manager whose funds currently focus on Australian equities. Blackwattle Investment Partners, which opened its doors in May, named Equity Trustees to oversee ...

Diversa loses key super fund mandate

JAMIE WILLIAMSON  |  THURSDAY, 13 JUL 2023
... books has signed with a new trustee, in what the fund's described as "positive news." Future Super moved to Equity Trustees this month, dumping Diversa which has served as trustee since its launch in September 2014. Given its relationship with Future ...

Equity Trustees takes on new RE mandate

CHLOE WALKER  |  THURSDAY, 13 JUL 2023
AL Capital (ALC), the independent investment and fund management arm of Aqualand Group, selected Equity Trustees to be the responsible entity of its new range of retail funds. The funds include the ALC Global Credit Fund, the ALC Active Australian Equity ...

Equity Trustees reviews UK, Ireland businesses

ANDREW MCKEAN  |  FRIDAY, 23 JUN 2023
EQT Holdings, the parent company of Equity Trustees, is reviewing its investment and scrutinising the future of its operations in the UK and Ireland. Equity Trustees' managing director Mick O'Brien commented: "While the businesses are now well established ...

Former Mason Stevens chief sells boutique

KARREN VERGARA  |  WEDNESDAY, 17 MAY 2023
... Standard that PIM has aligned values to ALC and complementary capabilities on many levels. In partnering with Equity Trustees, ALC will enable the company to offer retail-compliant products to an expanded client base, he said. "The initial product line-up ...

Dalton Street fund terminated

JAMIE WILLIAMSON  |  THURSDAY, 4 MAY 2023
... Trust is to be terminated this month as it is "no longer economically viable." As responsible entity for the fund, Equity Trustees said the fund will be wound up no later than May 10, primarily due to its low assets under management. Equity Trustees ...