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Search ResultsShowing 1 - 10 of 100+ results for "Equity Trustees"
Pengana sales manager departs for Sunshine State
ALLY SELBY  |  THURSDAY, 9 JUL 2020
... working with him and wish him all the best in Queensland," she said. Prior to joining Pengana, Keen worked with Equity Trustees as a key account manager, servicing the firm's NSW and ACT dealer groups. He also spent four years with Australian Unity ...
Equity Trustees nabs new director
ALLY SELBY  |  WEDNESDAY, 8 JUL 2020
Equity Trustees has nabbed an industry super fund's interim chief investment officer as an independent director on two of its superannuation boards. George Zielinski has been appointed as an independent director on the boards of Equity Trustees ...
SG Hiscock, Morgan Stanley launch global equity funds
ELIZA BAVIN  |  THURSDAY, 2 JUL 2020
... on quality," he said. "These considerations are increasingly valued by investors, particularly in Australia." Equity Trustees Limited has been appointed Responsible Entity (RE) of the two Partnership Program funds. Equity Trustees' head of global fund ...
AMP Life awards mandate post acquisition
ELIZABETH MCARTHUR  |  WEDNESDAY, 1 JUL 2020
... Life's superannuation funds, which hold more than $7 billion, following the sale of AMP Life to Resolution Life. Equity Trustees will be trustee for the super funds, replacing current trustees N M Superannuation and AMP Superannuation. AMP Life super ...
New multi-boutique launches in Sydney
KANIKA SOOD  |  MONDAY, 29 JUN 2020
... first client when the latter's old distribution partner, Prodigy Investment Partners shut down in March . Equity Trustees had decided to wind up Dalton's funds but Mantis was able to convince it to reverse its decision. Since then, Mantis has ...
Prodigy boutique finds new strategic partner
KANIKA SOOD  |  WEDNESDAY, 24 JUN 2020
... million, with no institutional investors. It had two offices - in Sydney and Melbourne - with about a dozen staff. Equity Trustees, as the responsible entity, decided Dalton and Equus would wind down their funds and return capital to investors. Dalton ...
Boutique to remediate clients
KANIKA SOOD  |  WEDNESDAY, 3 JUN 2020
... certain fund related expenses in addition to the management fees disclosed in the PDS," the responsible entity Equity Trustees said in communication sent to investors. Alpha was to remedy the error by making a one-off adjustment in the funds' NAV ...
Newgate fund starts new life
KANIKA SOOD  |  TUESDAY, 2 JUN 2020
Equity Trustees has handed over the management of Newgate Real Estate and Infrastructure Fund to a new manager, as Newgate Capital announces its intention to retire from the fund. Starting July 1, the fund will be folded into the Sanlam Real Assets ...
Prodigy boutique to continue
KANIKA SOOD  |  FRIDAY, 8 MAY 2020
... boutique partners (Dalton Street Capital and Equus Point Capital) wound up their funds while the responsible entity Equity Trustees was considering alternative arrangements for small caps manager Flinders. Soon after the March 18 announcement, EQT gave ...
How PYS changes caused 34% premium hikes
ELIZABETH MCARTHUR  |  THURSDAY, 2 APR 2020
... Bankfirst and Beyond Bank are all part of a single CUBS Super fund and are therefore insured under one group policy. Equity Trustees, the trustee for the funds, said that the premium rate change was deemed appropriate in the current environment. "Recent ...
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