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EQUITY TRUSTEES
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....
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....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...