EQUITY TRUSTEES
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...
Financial planning
Equity Trustees has licensed wealth management software provider Syscorp’s Complete Financial Services platform (CFS) to administer its financial services offerings....
Financial planning
EQUITY Trustees Funds Management (EQTFM) has increased its existing range of funds with the development of three multi-sector funds; income, balanced and growth....
Financial planning
The investment management division of the Melbourne based Equity Trustees group, EQT Fund Management, has launched a small companies fund targeted specifically at retail ...
Financial planning
Equity Trustees has launched a range of new funds, including an indexed property fund and an Australian equities ethical fund....
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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...