Senior appointments in Dublin and London expand Equity Trustees Fund Services global team

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Three new appointments in the Dublin and London offices of Equity Trustees Fund Services have strengthened the capability of the 130-year-old Australian business as it pursues its global growth objectives. “The Fund Services division of our business has built a market leading proposition over two decades in independent fund governance,” said Harvey Kalman, Head of […]

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Do you have the Will to cope with the ‘roaring 20s’?

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Not just a new year, but a new decade has arrived – the new ‘roaring 20s’ – but can your Will cope with the decade ahead? “If you think about all the things that changed for you and your family over the past decade, you quickly see that your world could look very different by […]

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They will sort it out when I’m gone (and other flawed estate planning assumptions)

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It’s a common assumption fraught with danger: Many people appoint one of their children to be the executor of their will – expecting (or hoping) that everything will be resolved after they’re gone. “It’s a very common way to think,” said Marie Brownell, National Manager of Estate Planning at Equity Trustees. “But there are two […]

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Equity Trustees Awards State Street Expanded Custody Contract

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State Street Corporation (NYSE:STT) has announced that Equity Trustees (ASX: EQT), Australia’s leading trustee company, has appointed State Street for custodial and investment administration services of Equity Trustees Wealth Services Limited funds. Building on a longstanding relationship, this new agreement will see State Street provide Equity Trustees with market-leading back office services including custody, fund […]

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Equity Trustees enters agreements with Colonial Mutual Life Assurance Society

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EQT Holdings (ASX: EQT) has announced new agreements with The Colonial Mutual Life Assurance Society Ltd (CMLA), in which EQT subsidiary Equity Trustees Limited will take on the Trustee role for $10.5 billion of assets of CMLA Another subsidiary, Equity Trustees Superannuation Limited (ETSL), will become the Registrable Superannuation Entity (RSE) Licensee for $4.5 billion […]

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Equity Trustees appoints new director to Super Board

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Australia’s leading trustee company Equity Trustees has announced the appointment of Paul Rogan as an independent director to the Equity Trustees Superannuation Limited Board (ETSL). Equity Trustees’ Managing Director, Mick O’Brien said: “Paul has excellent experience and qualifications – the right mix of capability for a Board which has responsibility for more than $8bn of […]

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Latest appointment confirms Equity Trustees’ offshore strategy

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Equity Trustees’ London-based Fund Services business has been appointed Authorised Corporate Director (ACD) for the River and Mercantile Funds (ICVC), effective 21 October 2019. Since being established in 2006 River and Mercantile Asset Management has evolved and broadened, with the assets under management of its parent Group now exceeding £40bn (A$88bn). The ACD performs the […]

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Equity Trustees delivers increased profit and positions for continuing growth

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EQT Holdings Limited (ASX: EQT), the holding company for Equity Trustees, yesterday announced a 12.7% increase in net profit to $22.2 million and growth in basic earnings per share of 11.7% for the year ended 30 June 2019. Revenue increased 4.6% to $92.5 million, while expenses grew by only 2.4%. Funds under management, administration and […]

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Four more appointments in Superannuation Trustee Office

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Australia’s leading specialist trustee company Equity Trustees has boosted the Superannuation Trustee Office with four further appointments to ensure it meets the growing demand from a superannuation industry with increasingly sophisticated expectations of the role of trustee in safeguarding member interests. “The Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry which […]

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Equity Trustees Brexit-ready with transfer of Irish domiciled funds

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Equity Trustees has ensured it can maintain uninterrupted Management Company services to current Irish domiciled fund clients by transferring the Irish funds business from London to Dublin in preparation for the UK’s departure from the European Union. Equity Trustees Fund Services provides a comprehensive range of UCITS Management Company and Alternative Investment Fund Manager (AIFM) […]

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