EQUITY TRUSTEES
Financial planning
Additional performance fees on top of already high fees are unjustified at a time when fund manager performance could be classified as average, according to Standard & Po...
Financial planning
Equity Trustees is to act as responsible entity for a new wholesale AXA Rosenberg global equities fund....
Financial planning
Putnam Investments has launched two Australian resident managed investment schemes as part of its strategy to grow its Australian business....
Financial planning
The longstanding legal dispute between Equity Trustees Limited and the vendors of the Wealthpac Master Fund has been resolved....
Financial planning
Boutique fund incubator Equity Trustees has gotten off to an exceptional start for the 2005-06 financial year, having posted a 190 per cent increase in net fund inflows f...
Financial planning
A decision by fund incubator Equity Trustees to take a more active management approach has prompted research house Standard and Poor’s (S&P) to give four of its funds an ...
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...
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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...