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Showing 1 - 10 of 229 results for "Master Trusts"

Apex wins $7bn super admin mandate

KARREN VERGARA  |  FRIDAY, 4 APR 2025
... trustee of several of APRA-regulated superannuation funds via an extended public offer licence. These include retail master trusts, corporate funds including defined benefits, platforms or wraps, pooled superannuation trusts, and risk-only superannuation ...

Top asset owners return to growth: Study

JAMIE WILLIAMSON  |  TUESDAY, 26 NOV 2024
... 2022. Of the total assets, pension funds manage 51.2%, sovereign wealth funds have 38.9%, and outsourced CIOs and master trusts oversee 9.3%. Foundations and endowments account for 0.6%. This has changed slightly over the years, with pension funds' dominance ...

Down but not out: Busting defined benefit myths

ANDREW MCKEAN  |  WEDNESDAY, 23 OCT 2024
... Consequently, many DB funds are looking to de-risk by transferring liabilities to insurers or consolidating into master trusts like Plum or Mercer Super Trust. This helps streamline operations and reduce the burden of managing these legacy structures ...

Macro environment trumps inflation for asset owners: Research

KARREN VERGARA  |  FRIDAY, 1 DEC 2023
... alternatives and lower proportion of fixed income compared to the top 20 assets owners (which includes pension funds and master trusts). Thinking Ahead Institute director Jessica Gao said asset owners from sovereign wealth funds to pension funds have ...

Platforms FUM falls $20bn: Report

CHLOE WALKER  |  WEDNESDAY, 12 JUL 2023
In the year to March end, total funds under management (FUM) held by platforms, wraps and master trusts dropped by $19.5 billion, according to Plan For Life. Specifically, platforms saw a 1.9% decline from over $1 trillion to $982.5 billion, and year ...

GBST revamps wealth platform, unveils corporate rebrand

ANDREW MCKEAN  |  WEDNESDAY, 15 MAR 2023
... clients has expanded significantly over the past year, with opportunities in the UK for Pension Platforms such as master trusts, personal pensions, and annuities. "We have a diversity of potential client opportunities across wealth managers, retail investment ...

AMP profits, declares first dividend since 2019

JAMIE WILLIAMSON  |  THURSDAY, 16 FEB 2023
... well as the recent launch of the new retirement product and North's expanding IFA relationships," AMP said. The Master Trusts division reported underlying NPAT of $55 million, halved from $111 million last year. This is due to the simplification project ...

Equity Trustees names super head

ANDREW MCKEAN  |  TUESDAY, 14 FEB 2023
... superannuation, wealth, financial advice and insurance." "His experience has spanned operations, technology, leadership of master trusts, client delivery, transformation and change and risk, and most recently consulting to the sector." Godfrey has served ...

Negative wholesale funds market growth continues

ANDREW MCKEAN  |  WEDNESDAY, 8 FEB 2023
... to September 2022. Platforms funds under administration (FUA) decreased by 4% (-$32 billion) to $769 billion in master trusts, wraps, and managed accounts. Of the major platform segments, corporate super was the sole segment with positive growth (2%) ...

Chant West launches platform rankings

CASSANDRA BALDINI  |  TUESDAY, 30 AUG 2022
... Macquarie Consolidator II received four apples. "We expect to rate more platforms over time including some of the retail master trusts. The platform rating is appropriate for all products that financial advisers use to provide flexible solutions for ...
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