EQUITY TRUSTEES

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....

Funds management

A leading Australian banking analyst has accepted that lenders will soon see a rise in bad debts as the full impact of rate hikes begins to hit borrowers....

Financial planning

Underlying net profit after tax at Equity Trustees was $13 million for the first half of the financial year as the company beds in the acquisition of Australian Executor ...

Financial planning

Insignia has exited its 45% stake in JANA as it progresses its simplification and transformation strategy, detailed in its quarterly results....

Funds management

Chris Haynes, head of equities at Equity Trustees Asset Management, says the full impact of RBA rate hikes is yet to be felt and there may be stockmarket bargains to pick...

Equity Trustees has halted trading on its stock, announcing it is in discussions regarding a proposed material acquisition and equity raising....

People & Products

Foord Asset Management (Singapore) has appointed Equity Trustees as its local responsible entity, bringing Australian investors access to high conviction and value-driven...

People & Products

Equity Trustees has been selected to provide both custodian and trustee services to clean energy investor Octopus Australia....

Funds management

Funds growth has seen Equity Trustees report a 29% growth in net profit to $12.7 million during the six months to 31 December, 2021....

People & Products

Equity Trustees has expanded its asset management team with the appointment of Dilan Ashton as responsible investing lead....

Features

While financial advisers help clients with their estate plans, they would do well not to forget their own especially if they own their advice practice, Jassmyn Goh finds....

People & Products

Equity Trustees has announced the appointments of Kate Schell and Amanda Sartor as the new additions to its trustee and wealth services team. ...

Funds management

Equity Trustees has been appointed as the responsible entity of the new fund from an asset manager owned by the Princely House of Liechtenstein....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 1 week ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

1 day 23 hours ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

2 weeks 2 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks 5 days ago