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Showing 1 - 10 of 102 results for "The Trust Company"

Fitzpatricks appoints new chief

KARREN VERGARA | WEDNESDAY, 4 SEP 2024

... officer and chief operating officer. She was previously chief financial officer at ASX-listed AUB Group and The Trust Company, which was acquired by Perpetual in December 2013. Blackledge also held strategy roles with AMP and Bank of America Merrill ...

Aviva exits Australia, shutters fund

KARREN VERGARA | TUESDAY, 2 JUL 2024

... poor performance and lack of investor interest. It had a minimum investment amount of $500,000. Perpetual's The Trust Company, as the Responsible Entity (RE) of the fund, decided to shutter the fund on June 12 as it did not meet its long-term performance ...

Forager schedules LIT delisting

KARREN VERGARA | MONDAY, 8 APR 2024

... listed investment trust (LIT) is set to delist on June 14, with trades suspending on June 10. Responsible entity, The Trust Company, said the move is in the best interests of unitholders. "The Responsible Entity considers that the fund would be more ...

Bell Asset Management looks to exit RE services

JAMIE WILLIAMSON | THURSDAY, 15 FEB 2024

... Global Emerging Companies Fund and Bell Global Sustainable Fund to vote in favour of installing Perpetual's The Trust Company as RE. The fund manager is currently RE of all three funds. It is also trustee and is responsible for the custody of assets ...

Loftus Peak to take over Orca fund

JAMIE WILLIAMSON | TUESDAY, 9 JAN 2024

... expected to occur early this year after having already been approved by the responsible entity, Perpetual's The Trust Company. It was said the decision was made as, despite its best efforts, Orca has not been able to grow the fund to its ideal size since ...

Marketing oversight must improve: ASIC

JAMIE WILLIAMSON | WEDNESDAY, 30 NOV 2022

... Monthly Income Trust under Primary Securities; and the Eley Griffiths Group Emerging Companies Fund, overseen by The Trust Company. Across the funds, ASIC identified several representations that did not meet regulatory requirements. The regulator said ...

Morningstar appoints head of business development

CHLOE WALKER | THURSDAY, 25 NOV 2021

... advisers. Prior to this role, Bryant held executive roles in the wealth management business at Commonwealth Bank and The Trust Company. Morningstar managing director Jamie Wickham said he was looking forward to Bryant joining at an exciting time for ...

Property Funds Association appoints president

JAMIE WILLIAMSON | THURSDAY, 29 APR 2021

... with Evans Dixon for almost two years, having previously spent four years at Perpetual as general manager after The Trust Company was acquired. Cannane said he is honoured to have been appointed to the role, saying the Australian industry boasts some ...

Boutique hires fund services lead

KARREN VERGARA | MONDAY, 29 MAR 2021

... business manager. O'Connell spent 28 years at the firm, firstly as the manager of responsible entity services of the Trust Company, which Perpetual acquired in 2013. He went on to become a senior corporate clients new business manager, a role he held ...

First Sentier funds appoint new RE

KANIKA SOOD | WEDNESDAY, 24 FEB 2021

... Liz Hastilow said. "First Sentier Investors' strong investment and client servicing capabilities combined with The Trust Company's depth of experience in fund compliance and governance will ensure our clients are well looked after. It is critical that ...

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Funds SA appoints chief investment officer

ANDREW MCKEAN

Funds SA has appointed a new chief investment officer, who will join from Hostplus, to commence in February 2025.

Australian Retirement Trust appoints new chief risk officer

ANDREW MCKEAN

Australian Retirement Trust (ART) has appointed a new chief risk officer that's set to start in March 2025.

UniSuper has 'some work to get on with' on cyber front: Chair

JAMIE WILLIAMSON

UniSuper's leadership team has touched on how the fund is strengthening its operations following the extensive system outage in May this year.

Super framework, SMSFs conducive to financial abuse: Inquiry

KARREN VERGARA

Lax superannuation laws make it too easy for perpetrators of domestic violence to access victims' retirement savings, while the current framework for self-managed super funds (SMSFs) enables financial abuse to flourish, a parliamentary inquiry found.

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