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|Equity Trustees' annual giving report says donors made 3241 grants in the year, with natural disaster being key areas of focus.|
|One of Australia's richest families is locked in a legal dispute over their father's will, which left out a child conceived by artificial insemination.|
|About 5000 charities will see easier financial reporting requirements from mid-2021, as the Federal Treasury amends the rules.|
|WA Super's former chief investment officer Chris West and two others have launched a new investment consultancy, following the completion of its merger with Aware Super.|
|The investment giant is making a bigger play for wealthy investors, offering them a more personalised strategy with the acquisition of an equity index business for US$1.05 billion.|
|A new fund that will invest in $223 million worth of American multifamily assets is pitching to Australian investors.|
|Stropro is offering wholesale investors access to a Societe Generale indexed strategy that includes 43 companies expected to benefit from Europe's transition to cleaner energy.|
|Citi Australia is offering wholesale clients access to high-yield bonds, hybrids and capital notes, as it expands its fixed income services.|
|Crestone Wealth Management reported revenue of $120.5 million for FY20, as it added $1 billion in net new client money and nine new advisers during the year.|
Willis Towers Watson (WTW) has announced a new head of retirement for Australasia as Brad Jeffrey retires after serving 40 years with the company.
Perpetual Investment Management has appointed a new custodian, replacing RBC Investor and Treasury Services following its exit from the Australian market.
Zenith Investment Partners has partnered with MSCI to enhance the delivery of institutional-grade portfolio analysis, service scalability, insights and reporting to its managed account portfolio clients.
The neobank has become the first Australian bank to return its customer deposits after it withdrew its banking products and announced the return of its authorised deposit-taking institution (ADI) licence.
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