EQUITY TRUSTEES

Financial planning

Independent report confirms cost savings in take-over, with Trust to further examine the Equity Trustees offer details....

Financial planning

Equity Trustees will extend the closing period for its take-over offer for The Trust Company to 30 September, citing its revised offer to Trust and a pending review of a ...

Editorial

The Trust Company will hold onto its board chair, Bruce Corlett, for one more year as it seeks to conclude the takeover offer presented by Perpetual, while also suspendin...

Financial planning

The Trust Company has delayed its planned takeover by Perpetual as it seeks a meeting with Equity Trustees to discuss how the latter calculated its cost synergy figures i...

Financial planning

Equity Trustees (EQT) has named Mercer as its external asset consultant for its retail and institutional business, moving this function to a third party for the first tim...

Financial planning

Equity Trustees has increased its offer for The Trust Company, dropping its requirement for due diligence access and instead relying on Perpetual’s figures about potentia...

Funds management

Equity Trustees to front industry referee to comment on trustee market future ...

People & Products

Former HSBC Global Asset Management chief investment officer Dr Paul Kasian has joined Equity Trustees (EQT) as head of equities....

Financial planning

The Trust Company (Trust) has been named as a defendant in a case brought in the Federal Court of Australia by a debenture holder of Australian Capital Reserve (ACR)...

Financial planning

Equity Trustees elevates contest with Perpetual for Trust into a fight ...

Financial planning

The ACCC is conducting a public review into the proposed merger between Perpetual and The Trust Company....

Funds management

This year’s Money Management/Lonsec Fund Manager of the Year awards Rising Star is Itau Unibanco SA - a fund manager which has been operating in its Brazil home market si...

Financial planning

The board of The Trust Company has continued to support Perpetual’s takeover offer for the group, denying Equity Trustees (EQT) the due diligence access it had requested ...

Financial planning

Equity Trustees claims revised offer better value than Perpetual bid....

Financial planning

The Trust Company board has unanimously recommended that shareholders support the acquisition proposal by Perpetual, in the absence of a superior proposal....

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