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|Search Results||Showing 1 - 10 of 100+ results for "Equity Trustees"|
|Equity Trustees' annual giving report says donors made 3241 grants in the year, with natural disaster being key areas of focus. In all, Equity Trustees made 3241 grants in 2020 (up from 3031 grants last year). There was an uptick in grants over $100,000 ...|
|The same underperforming and costly MySuper products APRA named and shamed last year have failed members again in the latest iteration of the heatmaps. APRA is taking action on 10 MySuper products overseen by eight trustees. It will issue notices for ...|
|Equity Trustees has scored a custody mandate from an $850 million REIT. HomeCo, an ASX-listed property ownership, development and manager (HMC), appointed EQT to oversee its HomeCo Daily Needs REIT (HDN). HDN's portfolio includes retail property ...|
|Equity Trustees has won a mandate to manage half the investment portfolio of an endowment fund that supports vulnerable children and families in Australia. The $18 million OzChild endowment fund is committed to improving the lives of at-risk children ...|
|Spire Capital will use Equity Trustees as the responsible entity for its master fund, moving away from doing it internally following investor demand. The change will come into effect on 18 February 2021. "This change is proposed as a result of key investor ...|
|... portfolio manager for ASX 100 stocks Vincent Cook. Returns were 5.7% since inception p.a. for the retail version. "Equity Trustees Limited (the responsible entity), on advice from Clime Asset Management Pty Limited (the investment manager), acknowledges ...|
|... quoted managed fund with the ticker code of LPGD. Loftus Peak also delisted the fund from the mFund marketplace. Equity Trustees said the quoted fund is a first for it. Mainstream will handle the registry Baker McKenzie provided legal advice. "Loftus ...|
|... Australia's largest funds has made changes to its compliance committee and appointed a new chair to its board. Equity Trustees has announced Glenn Sedgwick has joined the responsible entity compliance committee (RECC) following the retirement of Alice ...|
|Harvey Kalman is moving into a new role at Equity Trustees after starting its corporate trustee services business over 20 years ago. Kalman will now be the global head of business development, fund services and managing director for UK and Europe. Russell ...|
|... manager for its private banking and wealth division in May last year. 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 ...|
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David Orford's Optimum Pensions has signed a five-year exclusive agreement with Generation Life to bring its retirement income product to the market.
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The poor quality of group insurance data is conducive to administrative blunders that are notoriously difficult to rectify, according to Rice Warner.
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As new investors turned to exchange-traded funds (ETFs) to cash in on the market volatility and consequent recovery in 2020, the industry reaped the benefits breaking several records, new research shows.
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HUB24 picked up $1.7 billion net inflows, 24 new licensee agreements and 113 advisers in the December quarter.
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