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Showing 1 - 10 of 197 results for "Trustee services"

Perpetual Wealth Management adds five senior advisers

ANDREW MCKEAN  |  MONDAY, 28 APR 2025
... professionals and community organisations across a range of areas including strategic and investment advice, trustee services, accounting, business advisory, and philanthropic solutions. "Michael, Antony, Sandra, Laura, and Patrick bring a wealth of ...

IAM to bring managed account with syndicated loan access to market

MATTHEW WAI  |  WEDNESDAY, 16 APR 2025
... don't exist in the retail hybrid market." Perpetual has been appointed as the standard custodian, supported by trustee services from Trustees Australia Limited. The launch follows State Street Global Advisors and Investment Trends' recent report ...

Global investor services group enters Australia

ELIZA BAVIN  |  TUESDAY, 15 APR 2025
... have unique market dynamics and client requirements," Pesco said. "As the only scaled end-to-end provider of trustee services and loan administration in Australia and New Zealand, this positions us to grow our corporate trust and loan administration ...

Talaria taps Equity Trustees as RE for three funds

ANDREW MCKEAN  |  TUESDAY, 1 APR 2025
... Trustees can offer the firm "enhanced capability and user experience." Equity Trustees' corporate and superannuation trustee services executive general manager Andrew Godfrey said the firm's role as responsible entity is to ensure strong governance and ...

EQT awarded two new mandates

ELIZA BAVIN  |  TUESDAY, 11 FEB 2025
... Financial in bringing this investment opportunity to market and remain dedicated to delivering excellence in trustee services." MA Financial managing director and head of credit investments and lending Frank Danieli said the launch of the MA Credit Income ...

K2 appoints chief executive, wins mandate

KARREN VERGARA  |  WEDNESDAY, 29 JAN 2025
... has been promoted to chief executive after serving as managing director and head of responsible entity (RE) and trustee services since 2005. Wight joined the ASX-listed firm in 2000. Prior to K2, she worked at PwC within its assurance and business advisory ...

Bennelong secures first trustee mandate

ELIZA BAVIN  |  TUESDAY, 14 JAN 2025
Bennelong has welcomed its first client, Paragon IM, following the expansion of its trustee services offering in October last year. Bennelong Funds Management is now the responsible entity (RE) for the Paragon Australia Long Short Fund. The fund invests ...

Ares appoints EQT as RE for private market fund

MATTHEW WAI  |  FRIDAY, 20 DEC 2024
... Ares' Wealth Management Solutions (AWMS) platform. EQT executive general manager of corporate and superannuation trustee services Andrew Godfrey said he was pleased EQT was chosen as the responsible entity. "With an already established strong working ...

First Sentier expands mandate with Northern Trust

MATTHEW WAI  |  THURSDAY, 12 DEC 2024
... Investors under an extended agreement. Under the new terms, Northern Trust will integrate custody, depositary/trustee services, fund accounting, share-class hedging, transfer agency and regulatory reporting services for First Sentier. These services ...

Equity Trustees completes AET integration

ELIZA BAVIN  |  THURSDAY, 5 DEC 2024
... have built adding new businesses into the group," Schwartz said. "This supports our strategy to be the leading trustee services provider in Australia and we are going from strength to strength, as we have done for the past 140 years and will continue ...
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