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Showing 81 - 90 of 197 results for "Trustee services"

AMP Life awards mandate post acquisition

ELIZABETH MCARTHUR  |  WEDNESDAY, 1 JUL 2020
... today. "The appointment to AMP Life confirms Equity Trustees as the leading provider of independent superannuation trustee services in Australia," Equity Trustees managing director Mick O'Brien said. "It also marks another leading financial services ...

Industry fund appoints administrator

HARRISON WORLEY  |  TUESDAY, 2 JUN 2020
... our fund into Australia's leading digital super fund - delivering digital-led solutions to our members," Guild Trustee Services general manager Greg Everett said. "We are pleased to announce the selection of Iress as our key technology partner to drive ...

Netwealth, Ironbark partner

ELIZA BAVIN  |  THURSDAY, 7 MAY 2020
... at Ironbark, said he is pleased the two companies have come together. "Combining out broad range of corporate trustee services with Netwealth's market-leading managed account solutions enables us to meet and exceed the diverse needs of our advice partners," ...

Sargon buyers tap former PEXA chief as adviser

KANIKA SOOD  |  FRIDAY, 1 MAY 2020
... advice on the future direction of the company, which could include pivoting to purely play as a custodian and trustee services provider or a more networked business. The introduction between the New York financier and the Aussie strategic consultant ...

OneVue marks territory on Sargon sale proceeds

KANIKA SOOD  |  MONDAY, 6 APR 2020
... first with the sale of its secured assets, and secondly the enforcement of the lien over the previously owned trustee services businesses," OVH said.

HUB24 also in line at Sargon

KANIKA SOOD  |  FRIDAY, 28 FEB 2020
... The platform business said it will not provide any comment on the $4 million. Separately, it is switching the trustee services provider for its superannuation product from Diversa to EQT. OneVue is owed $31 million as previously reported. Phil Kingston-linked ...

IOOF risk chief walks after four months

HARRISON WORLEY  |  WEDNESDAY, 20 NOV 2019
... months, with former chief risk officer Ian Lancaster vacating the role to join ESSSuper as general manager of trustee services in June.

Trustee firm expands into fund administration

JAMIE WILLIAMSON  |  WEDNESDAY, 13 NOV 2019
A trustee services and financial technology provider is continuing its rapid growth trajectory, unveiling plans for a full stack superannuation administration service to launch in early 2020. Sargon is expanding its offering, with plans to launch a ...

Allianz Retire+ bolsters distribution team

ELIZABETH MCARTHUR  |  THURSDAY, 10 OCT 2019
... She joins Allianz Retire+ from Equity Trustees, where she was responsible for distributing estate planning and trustee services to licensees and financial advisers. Prior to that, Orrell had roles with Zurich Investments and BT Financial Group. Allianz ...

Equity Trustees confirms international strategy

ELIZABETH MCARTHUR  |  FRIDAY, 13 SEP 2019
... director role in the UK. Equity Trustees global head of fund services and executive general manager, corporate trustee services Harvey Kalman explained that outsourcing to independent parties to perform the role corporate fiduciary is a global trend. ...