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Showing 1 - 10 of 414 results for "Equity Trustees"

MSC Trustees nabs Equity Trustees general manager

JAMIE WILLIAMSON  |  TUESDAY, 5 MAR 2024
Making the jump from Equity Trustees, Kylie Holbrook has joined MSC Trustees as general manager, funds. MSC Trustees said the appointment marks an expansion of its Sydney team, with Holbrook taking on a leadership role. She spent the last 12 years at ...

Low investor demand sees equities funds wound up

JAMIE WILLIAMSON  |  MONDAY, 4 MAR 2024
... review, T. Rowe Price is terminating its Australian Equity Fund. The manager, alongside its responsible entity (RE) Equity Trustees, said the timely termination of the fund is the best course of action, having considered "a variety of factors, including ...

EQT winds up Mirae Asia equity fund

CHLOE WALKER  |  FRIDAY, 9 FEB 2024
Equity Trustees (EQT) is set to close the Mirae Asset Asia Great Consumer Equity Fund, with final termination expected on or around April 5. As the fund's responsible entity, EQT said the decision to close the Asia Great Consumer Equity Fund was ...

Equity Trustees adds more super fund clients

JAMIE WILLIAMSON  |  THURSDAY, 1 FEB 2024
Equity Trustees has bolstered its books further, taking over as trustee of two more retail super funds. Equity Trustees' superannuation trustee business has been appointed trustee of ClearView Retirement Plan, while also adding Guild Super to its lineup ...

HUB24 sets sights on $100bn FUA

KARREN VERGARA  |  TUESDAY, 16 JAN 2024
... with Allianz Retire+ to launch longevity product AGILE. It is currently transitioning about $4 billion in FUA to Equity Trustees after signing an agreement in which the latter will provide custodial platform administration and technology solutions. Up ...

EQT operations, finance chief steps down

KARREN VERGARA  |  MONDAY, 18 DEC 2023
... financial reporting structure will remain unchanged. In October, EQT sold its Irish business via a management buyout. Equity Trustees Ireland chief executive Kevin Lavery, with additional investment from Irish-based MFM Capital, will take over the un ...

Future Group acquires Verve Super

JAMIE WILLIAMSON  |  WEDNESDAY, 29 NOV 2023
... custodian for BNP Paribas, swapped OneVue for Apex Group as administrator, and dumped Diversa as trustee in favour of Equity Trustees. "Both Verve and Future Group share a commitment to ethical investing, with both the Verve product and the Future Super ...

Income fund shuttered by Equity Trustees

JAMIE WILLIAMSON  |  MONDAY, 27 NOV 2023
Equity Trustees has moved to terminate a fund offered by Kaplan Funds Management, saying its purpose can no longer be accomplished. Investors were made aware earlier this month that the KFM Income Fund is set to be closed, with Equity Trustees citing ...

Lombard Odier breaks into Australia, issues private credit mandate

ANDREW MCKEAN  |  THURSDAY, 16 NOV 2023
... Investment Managers (LOIM), the asset management division of the Swiss private bank, has awarded a mandate to Equity Trustees for its first offering in Australia. The LOIM Sustainable Private Credit (Australia) Unit Trust seeks to deliver investors capital ...

Institutional investor tips $30m into new Mantis offer

CHLOE WALKER  |  THURSDAY, 16 NOV 2023
... The unit trust is available to wholesale clients in Australia and wholesale investors in New Zealand only, with Equity Trustees as the responsible entity. The unit trust launch follows the partnership between Mantis Funds and Adelaide-based specialty ...
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