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Showing 1 - 10 of 13 results for "Philanthropic trust"

ANZ transfers Will bank to Equity Trustees

JAMIE WILLIAMSON  |  WEDNESDAY, 15 MAY 2024
ANZ Bank will hand over its 6000-strong Will bank to Equity Trustees, following a decision to cease estate planning services from July. Equity Trustees will have one of the largest Will banks in the country as a result of the move, adding to the sizeable ...

JANA awarded mandate by NFP

CHLOE WALKER  |  MONDAY, 20 FEB 2023
... strategic advice and portfolio construction and risk assessment for Community Trust South. The New Zealand based philanthropic trust holds more than $270 million and has provided financial support to hundreds of people and communities across the country ...

JANA appoints director

ANNABELLE DICKSON  |  TUESDAY, 29 JUN 2021
... in the NFP space include Queensland-based TUH Health Fund and Foundation North, New Zealand's largest philanthropic trust.

JANA hires from Mercer

ANNABELLE DICKSON  |  TUESDAY, 15 JUN 2021
... clients in the NFP space include Queensland-based TUH Health Fund and Foundation North, New Zealand's largest philanthropic trust.

JANA appoints NFP head

KANIKA SOOD  |  MONDAY, 14 DEC 2020
... The $600 billion asset consultant has appointed a head of not-for-profit, as it wins New Zealand's largest philanthropic trust as a client in the segment. Michael Karagianis has been appointed JANA's head of not-for profit, in addition to retaining his ...

EQT wins endowment mandate

ANNABELLE DICKSON  |  WEDNESDAY, 25 NOV 2020
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 ...

EQT names manager for major philanthropy client

ALEX BURKE  |  THURSDAY, 1 MAR 2018
Equity Trustees appointed a grants program manager to oversee one of Australia's largest philanthropic trusts. Ferdi Hepworth takes on the key role for the William Buckland Foundation, which was established in 1964 and has distributed more than $105 ...

IOOF grows against the grain

JAMIE WILLIAMSON  |  TUESDAY, 8 AUG 2017
IOOF credited the onboarding of about 50 advisers last financial year as a driving force behind its 131% increase in advice net flows. In what IOOF described as "counter to industry trend", its growing adviser numbers - including the 33 that joined ...

Equity Trustees names philanthropy lead

KARREN VERGARA, JAMIE WILLIAMSON  |  TUESDAY, 25 JUL 2017
... Mick O'Brien commented that Equity Trustees is deeply invested in growing and developing philanthropy, and philanthropic trust, which is an integral part of what makes the organisation unique. The specialist trustee company distributes more than $70 ...

Boomers driving interest in PAFs

MARK SMITH  |  TUESDAY, 17 MAY 2016
... such as the sales of a business, according to national accounting and advisory firm William Buck. A PAF is a philanthropic trust structure which allows people to take a more planned and tax efficient approach to their giving. They typically require seed ...
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