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Showing 1 - 10 of 100+ results for "Trust Company"

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 she was looking forward to Bryant joining at an exciting time for ...

Carolyn Colley joins Milford board

ELIZABETH MCARTHUR  |  THURSDAY, 30 SEP 2021
... management at St. George Bank, head of BT Wrap at BT Financial Group and head of retirement product operations at Bankers Trust Company. She is also an independent non-executive director of the subsidiary settlement and clearing boards of the ASX, IOOF's ...

CalPERS adds chief equity officer

JAMIE WILLIAMSON  |  THURSDAY, 24 JUN 2021
... in Philadelphia; chief compliance officer of Glenmede Investment Management; and vice president of the Glenmede Trust Company. CalPERS currently oversees the retirement savings of about two billion members. It is the largest defined benefit scheme in ...

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 ...

State Street loses Fearless Girl replica claim

KANIKA SOOD  |  TUESDAY, 2 MAR 2021
... the Fearless Girl statue, while Maurice Blackburn scored a win in court last week. State Street Global Advisors Trust Company and its local subsidiary State Street Global Advisors Australia Limited in 2019 initiated trademark infringement proceedings ...

Senator calls for super funds to stop shorting

ELIZABETH MCARTHUR  |  MONDAY, 1 MAR 2021
... annual members' meeting that it previously had a securities lending arrangement in place with State Street Bank and Trust Company which ended on 27 April 2020. "Through this arrangement, QSuper acted as the lender, earning a fee for the loan and requiring ...

First Sentier funds appoint new RE

KANIKA SOOD  |  WEDNESDAY, 24 FEB 2021
... its responsible entity relationship with Colonial First State, naming a new RE for 13 of its funds. Perpetual's Trust Company will act as the responsible entity for the 13 funds. The change comes after shareholder vote and retires Colonial First State ...

New chief executive at Fitzpatricks Group

KANIKA SOOD  |  TUESDAY, 15 DEC 2020
... previously a chief financial officer at ASX-listed AUB Group. She is also a former chief financial officer of The Trust Company, which was acquired by Perpetual December 2013, and has held key strategy roles with AMP and Bank of America Merrill Lynch. ...

Pension plan sued for expensive, active strategy

KARREN VERGARA  |  WEDNESDAY, 2 DEC 2020
... allocations of the 401(k) were performed by the trustee, the US investment manager's subsidiary Fidelity Management Trust Company, the document read, and that Fidelity Management & Research Company held the second largest amount of assets in the ...
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