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EQUITY TRUSTEES
Financial planning
With multiple funds seeing assets frozen, three platforms have shared with Money Management how they guard against holding a troubled product and how much responsibility ...
Funds management
Equity Trustees has been selected as the responsible entity for two new funds, one from Coller Capital focused on private equity and a second investing in fixed income fr...
Financial planning
ASIC has said it is exploring whether there are concerns regarding Macquarie and Equity Trustees for hosting platforms where investors rolled over their superannuation in...
Funds management
The greatest number of funds launched lately by independent responsible entity Equity Trustees sat in the global fixed income space, according to its research, as offshor...
Financial planning
HUB24 has reported a 138 per cent rise in quarterly net platform inflows to $5 billion, helped by a large migration from Equity Trustees....
Funds management
Rather than taking a set-and-forget approach to credit investing, this investment specialist sheds light on why it is time for active management in the asset class....
Funds management
Equity Trustees has been appointed by Wilson Asset Management to be the responsible entity for its new Wilson Asset Management Leaders Fund....
People & Products
Harvey Kalman, who spent over 20 years at Equity Trustees, has joined the board of PAC Capital....
People & Products
Equity Trustees has confirmed its intention to exit its UK and Ireland business and will write off $2.1 million associated with the investment....
People & Products
The new fund manager, which launched its first three funds this month, has named Apex Group for fund administration, transfer agency, middle officer and custody solutions...
Funds management
Blackwattle Investment Partners has selected Equity Trustees as the responsible entity for its first range of Australian equity funds....
People & Products
Equity Trustees has been appointed as the superannuation trustee of the $1.8 billion Future Super fund....
People & Products
Equity Trustees is conducting a review of its business in the UK and Ireland in the face of intensifying competition in the space....
Expert Analysis
Challenges to wills have been unrelenting as household debt grows so it is important to establish a watertight vehicle, writes Mercia Chapman....
People & Products
A specialist provider of responsible entity services has joined the 35th annual Fund Manager of the Year Awards as a partner....
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MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....