EQUITY TRUSTEES
Financial planning
Equity Trustees will continue with its efforts to acquire The Trust Company - despite Perpetual making an offer to wholly acquire the latter at a higher price than that p...
Financial planning
Perpetual has made an offer to acquire The Trust Company, after Equity Trustees’ bid was deemed too low. ...
Financial planning
Take-over offer extended as Equity Trustees faces regulatory approval and low initial interest....
People & Products
Equity Trustees (EQT) has appointed George Boubouras as interim chief investment officer, pending the outcome of EQT’s take-over bid for The Trust Company....
Editorial
Take-over target, Trust Company, has booked a solid profit and points to promising outlook. ...
Financial planning
An increasing number of financial planners want to take a more active role in estate planning for their clients. Here’s what they should do, writes Anna Hacker. ...
Financial planning
Equity Trustees is planning to grow its internal and external distribution base and has recruited a new national manager of advice and personal services....
Financial planning
Equity Trustees’ Anna Hacker warns of the consequences of appointing an executor without considering the consequences....
Financial planning
Equity Trustees writes to Trust Company shareholders claiming the company’s private client business has been underperforming....
Financial planning
Planning firms need to get better at transitioning clients to a new adviser when the original adviser retires, says Equity Trustees head of private wealth Geoff Rimmer....
People & Products
Equity Trustees has grown its distribution team with the appointment of Ron Grima as Queensland key account manager....
Editorial
Equity Trustees talks up Trust Company bid on back of strong profit announcement....
Financial planning
Equity Trustees confirms its bid for Trust Company Limited had followed earlier failed discussions....
Financial planning
Equity Trustees will make an off-market takeover offer for the Trust Company....
Financial planning
People need to treat estate planning like any other insurance policy, according to Equity Trustees....
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Podcast
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