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Showing 41 - 50 of 440 results for %22Trustee Partners%22

HSBC eyes bigger slice of super pie

CHLOE WALKER  |  MONDAY, 23 JAN 2023
... said: "We appreciate the support provided and value added for our member funds across the profit-to-member sector by our partners, particularly by HSBC with its global reach, broad service offering and expertise in offshore markets at a time when our ...

Top 10 issues for super funds in 2023: KPMG

ANDREW MCKEAN  |  TUESDAY, 17 JAN 2023
... listed market volatility, higher inflation and interest rates as the top issue for super funds. Superannuation advisory partners Melinda Howes, Lisa Butler Beatty and Linda Elkins said with global recession looking more likely in 2023, volatility looks ...

Equity Trustees wins ClearLife mandate

ANDREW MCKEAN  |  THURSDAY, 15 DEC 2022
Equity Trustees has been selected as the trustee for ClearLife Capital's new wholesale fund, the ClearLife Capital Opportunities fund. The ClearLife Opportunities fund invests primarily in a portfolio of securities listed on the Australian and New ...

More alpha gains through ops

ELIZABETH FRY  |  TUESDAY, 13 DEC 2022
... risk people, more ops people, more data, more people, and more reporting people. "Further, the role of the superannuation trustee will expand as well because they're suddenly monitoring a far broader remit than what they were previously." "When outsourcing ...

Barrenjoey launches social purpose fund manager

JAMIE WILLIAMSON  |  WEDNESDAY, 7 DEC 2022
... fiduciary duty to our members, and this investment is an innovative example of how we can do both." Evolution Trustees is the trustee of the fund, iPlatforms is the administration platform, Allen Partners provides capital advisory, Aksia handles research ...

TV personality to lead Stafford Capital distribution

JAMIE WILLIAMSON  |  TUESDAY, 6 DEC 2022
... solutions, Australia. In addition to covering the super landscape as a journalist for the last 10 years, Morgan is a former trustee director of Media Super. Stafford Capital chair Brett Himbury said he is delighted to have someone of Morgan's calibre ...

Corporate super plan seeks merger partner

JAMIE WILLIAMSON  |  FRIDAY, 2 DEC 2022
... time. The Alcoa of Australia Retirement Plan has informed members it is developing a criterion for potential transition partners and a shortlist of funds for its trustees to consider merging with. The fund was identified by APRA earlier this year as ...

Austbrokers Life, Australian Unity partner

CASSANDRA BALDINI  |  THURSDAY, 20 OCT 2022
... enhancing the quality of advice to end users. Clients will also receive access to more solutions including financial advice, trustee services, banking, and health insurance. Austbrokers Life will deliver financial advice under Australian Unity's ...

GQG Partners awards RE mandate

CASSANDRA BALDINI  |  MONDAY, 10 OCT 2022
... from their reputable experience in funds governance," he said. Equity Trustees executive general manager of corporate trustee services Russell Beasley said it is a pleasure to be selected. "It's great to add another option to the fold for investors seeking ...

Casey Thompson joins First Super board

ANDREW MCKEAN  |  MONDAY, 5 SEP 2022
Casey Thompson has joined the board of First Super, replacing longstanding trustee Frank Vari. First Super chief executive Bill Watson thanked Vari for his service to fund members and welcomed Thompson as a trustee. "Casey Thompson is an outstanding ...