A brighter outlook for philanthropic investors

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In the wake of a tough year for the not-for-profit sector, which saw sharp falls in much-needed investment earnings, 2021 is set to be a year of recovery, according to Equity Trustees. Darren Thompson, Head of Asset Management, Equity Trustees said following a 24% fall in the 2019 financial year, corporate earnings were expected to

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Bendigo Community Health Services appoints Equity Trustees as investment manager

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Equity Trustees has been appointed as investment manager and philanthropic consultant for Bendigo Community Health Services (BCHS). BCHS is a not-for-profit organisation working to provide communities throughout the Bendigo region with healthcare services for free or at minimal cost. In addition to a network of GPs across four sites, BCHS also works in partnership with

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Challenger appoints Equity Trustees for $385m capital note issue

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Challenger Limited (ASX:CGF) has appointed Equity Trustees as note trustee for its Challenger Capital Notes 3, a new subordinated, unsecured, perpetual convertible security, which raised A$385 million. On 25 November 2020, Challenger issued Challenger Capital Notes 3, which are listed and tradeable on the ASX. The proceeds from the offer were used to fund the

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New appointment expands Corporate Trust and Securitisation team

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Australia’s leading trustee company Equity Trustees has announced its latest appointment to the growing Corporate Trust and Securitisation team: Pei Cai Pan will be based in Sydney as a Manager in the middle office team. The Equity Trustees Corporate Trust and Securitisation business specialises in providing agency and trustee services to the debt capital and

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Equity Trustees launches Loftus Peak quoted fund as new structure captures fund managers’ attention

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In a first for Equity Trustees, the Loftus Peak ‘quoted fund’ has been launched – a structure which is fast capturing the interest of fund managers keen to access a much broader retail investor market. “Loftus Peak has been our client since 2016 when they launched the Loftus Peak Global Disruption Fund. Their success is

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Equity Trustees sharpens focus to grow corporate trustee business in Australia and overseas

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Australia’s leading trustee company, Equity Trustees, has sharpened its focus on growing the corporate trustee/responsible entity business, realigning two of its key leaders with the target markets of Australia and Europe. Industry veteran Russell Beasley, who joined Equity Trustees in 2005 and took over leadership of the Australian Fund Services business in May 2019, has been

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Equity Trustees appointed super trustee for HUB24

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EQT Holdings Ltd (ASX: EQT) (Equity Trustees) has announced its appointment as the trustee for the HUB24 Super Fund, part of HUB24’s investment and superannuation platform. As part of one of the fastest growing platforms in the market the HUB24 Super fund has $7.9 billion in funds under administration (FUA).¹ Equity Trustees’ Managing Director Mick

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Equity Trustees superannuation team expands to meet demand

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Australia’s leading trustee company Equity Trustees has further expanded its Superannuation Trustee Office (STO) to meet client demands, announcing six new additions to the team. Joining the STO, is former head of the TAL Trustee Office, Stephen Graham as Head of Transformation, and former head of superannuation business development at Colonial First State, Scott Waller

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George Zielinski appointed to Equity Trustees super boards

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Australia’s leading trustee company Equity Trustees has announced the appointment of George Zielinski as an independent director to the Group’s two superannuation Boards, being Equity Trustees Superannuation Limited (ETSL) and HTFS Nominees Pty Ltd’s (HTFS). Following last week’s announcement of ETSL’s appointment as superannuation trustee for AMP Life superannuation funds, Equity Trustees is fast becoming recognised

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Equity Trustees appointed as superannuation trustee for AMP Life customers

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EQT Holdings Ltd (ASX: EQT) has announced the appointment of Equity Trustees Superannuation Limited as superannuation trustee for AMP Life Limited’s  (AMP Life) superannuation funds replacing current trustees N M Superannuation Proprietary Limited and AMP Superannuation Limited. AMP Life has more than $7 billion invested in these superannuation funds held by more than 340,000 Australians and

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