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Showing 1 - 10 of 100+ results for "Equity Trustees"

New RE mandate for Equity Trustees

ELIZABETH MCARTHUR  |  THURSDAY, 9 SEP 2021
Equity Trustees has been appointed as a responsible entity for a wealth manager launching a new offering in Australia. Haven Wealth Partners has appointed Equity Trustees as it launches its first fund in Australia. The Haven Wealth Partners Ethical ...

New role for Harvey Kalman

ELIZABETH MCARTHUR  |  TUESDAY, 31 AUG 2021
Former Equity Trustees global head of business development Harvey Kalman has joined a debt and special opportunities investment manager. He joins Arbitrium Capital Partners as non-executive director and chair of its credit risk committee. In July this ...

Elston hires head of philanthropic services

JAMIE WILLIAMSON  |  WEDNESDAY, 25 AUG 2021
... our community," he said. Just last month Elston's manager, NFP and philanthropic services Amanda Sartor joined Equity Trustees as a senior relationship manager in the charitable trusts and philanthropy team.

Super unit boosts Equity Trustees performance

KARREN VERGARA  |  FRIDAY, 20 AUG 2021
Equity Trustees' major superannuation client wins in the last financial year saw the business unit more than triple its assets. The superannuation business' funds grew from $11.2 billion to $33.6 billion year on year. It now provides trustee services ...

EQT partners with ETF specialist

KARREN VERGARA  |  MONDAY, 2 AUG 2021
Equity Trustees has partnered with an exchange-traded fund manager to launch a global equity strategy. Eight Bays Investment Management has helped launch the EQT Eight Bays Global Fund, which invests in ETFs listed in global stock exchanges aiming to ...

EQT hires for trustee and wealth

ANNABELLE DICKSON  |  FRIDAY, 30 JUL 2021
Equity Trustees has made two appointments to its Trustee and Wealth Services (TWS) team in response to increased demand. Kate Schell has joined as an adviser in the private client team and Amanda Sartor has been appointed as a senior relationship manager ...

Acadian launches multi-asset fund

ANNABELLE DICKSON  |  TUESDAY, 20 JUL 2021
... by a combination of market selection within asset classes and directional positioning at an asset-class level." Equity Trustees is the responsible entity for the fund and BT Investment Solutions is the first investor in the fund through its BT Diversified ...

Hejaz expands with three new funds

KARREN VERGARA  |  MONDAY, 12 JUL 2021
... a 60% return last year alone. The new Property Fund invests in global REITs, with a target of 10% p.a. return. Equity Trustees acts as responsible entity for the new funds. In launching the funds, Hejaz Financial Services chief executive Hakan Ozyon ...

Sydney boutique swaps RE

KANIKA SOOD  |  TUESDAY, 29 JUN 2021
Harvest Lane Asset Management has swapped out Fundhost for Equity Trustees as its responsible entity after a unitholder vote. The changes apply to two funds: the $9.5 million Harvest Lane Asset Management Absolute Return Fund and the $8.2 million Harvest ...

ASIC drops Regal action

ANNABELLE DICKSON  |  WEDNESDAY, 16 JUN 2021
... commenced an investigation into the asset manager in relation to its trading in certain securities. At the time, Equity Trustees as the responsible entity requested trading be halted on Regal Investment Fund. "As an active participant in equity markets ...
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