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Showing 61 - 70 of 210 results for "Trustee services"

Equity Trustees confirms AET acquisition

CASSANDRA BALDINI  |  MONDAY, 22 AUG 2022
... Carol Schwartz said: "This is a transformative acquisition that enhances EQT's capability in private client trustee services while growing shareholder value." Its managing director Mick O'Brien added that AET is a strong strategic fit. "The business ...

Perpetual Private hires from MLC, MetLife

JAMIE WILLIAMSON  |  WEDNESDAY, 27 JUL 2022
... two new lead partners, including a former head of advice from MLC. It has also welcomed a national manager of trustee services. Chemere Brown and Matthew Le Belenger have joined, with Brown overseeing Victoria while Le Belenger oversees the National ...

Equity Trustees in new technology partnerships

CASSANDRA BALDINI, CHLOE WALKER  |  WEDNESDAY, 20 JUL 2022
... and Wealth Services (TWS) business. The TWS business includes charitable and community trusts, and executor and trustee services for individuals and families. It will be launched onto TrustQuay NavOne to provide a fully integrated technology solution ...

TWUSUPER adds fee to combat cross subsidisation

JAMIE WILLIAMSON  |  TUESDAY, 5 JUL 2022
... impacted by the new fee, TWUSUPER said. Further, much like many other super funds, TWUSUPER has also introduced a trustee services fee to establish a trustee reserve. "The [January 1 legislative] changes mean that if TWUSUPER were to face a penalty or ...

Foord Asset Management enters Australia, mandates EQT

CASSANDRA BALDINI  |  TUESDAY, 5 JUL 2022
... equity strategy fund to Australian long-term investors." Equity Trustees executive general manager of corporate trustee services Russell Beasley said the group is excited to be appointed as RE. "Equity Trustees was pleased to be selected by Foord Asset ...

EQT reveals most popular fund launches

ANDREW MCKEAN  |  THURSDAY, 26 MAY 2022
... over half were launched by domestic fund managers but Equity Trustees executive general manager of corporate trustee services Russell Beasley foresees a shifting trend. Beasley said: "We expect to see more global fund managers entering the Australian ...

Partners Group selects RE for new fund

JAMIE WILLIAMSON  |  WEDNESDAY, 4 MAY 2022
... risk off loss than say funds comprising high yield bonds." Equity Trustees executive general manager, corporate trustee services Russell Beasley said the new mandate marks the fifth Partners Group fund Equity Trustees serves as RE for. They began working ...

Equity Trustees wins custody, trustee mandate

JAMIE WILLIAMSON  |  TUESDAY, 3 MAY 2022
... Australia, the local subsidiary of Octopus Group, has awarded a mandate to Equity Trustees for custodian and trustee services. Octopus currently managed about $1 billion in assets and is an investor in the Gippsland Renewable Energy Park, a 3000-hectare ...

Equity Trustees wins Hejaz mandate

CHLOE WALKER  |  THURSDAY, 24 MAR 2022
... portfolio of Sharia Compliant fixed income instruments. Equity Trustees executive general manager, corporate trustee services Russell Beasley said: "We are delighted to have been selected to undertake the responsible entity role for this range of funds ...

EQT secures RE, custody mandates

KARREN VERGARA  |  THURSDAY, 17 MAR 2022
... wealth of expertise," Metrics managing partner Andrew Lockhart said. EQT executive general manager of corporate trustee services Russell Beasley said: "We're seeing a diversity of options available to investors who need income. Equity Trustees is excited ...