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EQUITY TRUSTEES
Financial planning
Fund incubator and private client services company Equity Trustees put their highly publicised woes of 2003 further behind them yesterday by announcing a net annual profi...
Financial planning
Fledging financial services software company Bravura Solutions added Syscorp to its takeover menu today as well as finalising the acquisition of another major software pr...
Financial planning
ANZ Trustees is set to merge with Melbourne-based Equity Trustees after the pair signed a heads of agreement that will produce Australia’s third largest trustee company a...
Financial planning
Some small cap funds have reopened their doors in recent times, but others think the sector is on the way down. Liam Egan reports....
Financial planning
Equity Trustees is to re-open its EQT Small Companies Fund to retail investors following an 18 per cent growth in the S&P/ASX Small Ordinaries Accumulation Index since th...
Financial planning
Melbourne-based boutique hedge fund firm K2 Asset Management has announced plans to close its Australian absolute return fund to avoid triggering potential capacity and l...
People & Products
Melbourne-based boutique property fund manager SG Hiscock has launched a domestic equities investment division and hired former HSBC Asset Management head of Australian e...
Financial planning
Small cap funds do not always perform better after closing despite this often being the justification for closing a fund to new investments, according to findings release...
Financial planning
In only its second year, the Money Management/Tribeca Communications Business Development Manager (BDM) of the Year Award has attracted enormous interest from the industr...
Financial planning
Equity Trustees Funds Management is sometimes seen as a manager of a number of boutique fund managers, however, the relationships go a lot deeper....
Financial planning
Equity Trustees is on track to post a strong profit result later this year after turning round its half yearly performance with an after-tax profit of $1.2 million for th...
People & Products
United Funds Management has appointed former Equity Trustees national distribution manager Stan Bates and will now vigorously seek to grow its funds management and instit...
Financial planning
Trust has signed a heads of agreement with wealth management software provider Syscorp that will see Trust extend its use of Syscorp’s services to administer its custody ...
Funds management
The boutique created by the now defunct National Asset Management team is firing on all cylinders. John Wilkinson reports....
Financial planning
Equity Trustees has aligned with global bond manager Pimco and international property group Jones Lang LaSalle to launch a range of offshore retail products in the Austra...
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MARKET INSIGHTS
Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...