Listed financial services company Equity Trustees Limited (EQT) has appointed George Boubouras as interim chief investment officer. The appointment is on an interim basis pending the outcome of EQT’s takeover offer for The Trust Company (TCU). Mr Boubouras joins EQT from UBS Wealth Management where he was head of investment strategy and consulting, responsible [...]
continue readingAs part of its strategy to further strengthen its private wealth services business, Equity Trustees Limited (EQT) has created the role of National Manager – Advice and Personal Services, recruiting Julie Foster into the position. In this new role, Ms Foster will be responsible for all EQT’s advice services including its aged care advisory and [...]
continue readingFollowing its Announcement on 21 February 2013 of an Offer to acquire The Trust Company Limited, Equity Trustees Limited (ASX: EQT) has lodged its Bidder’s Statement with ASIC and has also sent it to The Trust Company (ASX: TRU) and the ASX. Mr Tony Killen, Chairman of EQT said, “Equity Trustees’ Offer for The Trust Company [...]
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Planners need to embrace the concept of ‘Advice for Life’, both to add value to their business and help clients better manage their retirement, says Geoff Rimmer, head of private wealth services at Equity Trustees. “In the past, planner focus has been largely on clients’ wealth accumulation, culminating in transition to retirement and the early [...]
continue readingListed financial services company Equity Trustees Limited (EQT) has appointed Ron Grima as QLD key account manager. In the role, Mr Grima will be responsible for maintaining and developing relationships with Queensland-based advisers and licensees. He will report to David Myers, national sales manager – EQT funds distribution. Mr Grima has 24 years’ financial [...]
continue readingEquity Trustees Limited announces its intention to make an off-market takeover offer for all of the issued shares in The Trust Company Limited to create a leading Australasian trustee, investment and administration services provider. Offer highlights 33 EQT shares to be offered for every 100 TRU shares [1] Values TRU at $5.28 per share based on the [...]
continue readingLonsec has rated Equity Trustees Limited’s (EQT) Australian equities fund, the EQT Wholesale Flagship Fund, for the first time, giving the fund a ‘Recommended’ rating. In its report, Lonsec made particular reference of the stability and experience of the EQT team, led by Shaun Manuell; its risk management process; and the fund’s long-term performance; as [...]
continue readingThe chairman of Equity Trustees Limited (EQT), Tony Killen, told shareholders at the company Annual General Meeting in Melbourne today that, despite challenging economic circumstances, the business is in an industry that remains very attractive for the long-term. “As the size of the nation’s savings and investment pool grows, the population ages, and the complexity [...]
continue readingEquity Trustees Limited (EQT) has been appointed Responsible Entity (RE) for thirteen funds managed by Ventura Investment Management Ltd and All Star Funds. All Star, together with Ventura, is the funds management arm of Centrepoint Alliance Ltd, a diversified financial services organisation listed on the ASX. The Ventura funds are multi-manager, multi-asset investments, while the [...]
continue readingInvestors’ continuing focus on short-term market volatility is bound to hurt their long-term wealth creation strategies, says Shaun Manuell, chief investment officer at Equity Trustees Limited (EQT). “It is disconcerting to see investors virtually abandon long-term goals by focussing on short-term volatility – an attitude which acts as a feedback loop into further volatility. “Equity [...]
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