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Transforming Equity Trustees delivers strong earnings uplift

From Equity Trustees

Underpinned by good organic growth Funds under management, administration and supervision at $183.5 billion, up 18% on the prior corresponding period (PCP). Revenue at $83.9 million, up 37% on PCP,

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26 Feb 2024

Clearview and Guild appoint Equity Trustees, expanding super trustee business

From Equity Trustees

The Equity Trustees independent super trustee business continues to grow following the announcement of two new clients at the outset of 2024. Equity Trustee has just been appointed the superannuation

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01 Feb 2024

Contemplating responsible investments? Key considerations for advisers

From Equity Trustees

Over the last 12 months we’ve seen ASIC clamp down on greenwashing, particularly amongst fund managers and their product offerings which has increased scrutiny on ‘true to label’ advertising and

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23 Nov 2023

Lombard Odier selects Equity Trustees for Sustainable Private Credit

From Equity Trustees

Lombard Odier Investment Managers (LOIM), the asset management division of Swiss-headquartered Lombard Odier has selected Equity Trustees as trustee of its inaugural offering in Australia, the LOIM Sustainable Private Credit

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20 Nov 2023

Wilson Asset Management selects Equity Trustees for inaugural unit trust

From Equity Trustees

Wilson Asset Management, an Australian investment manager for eight leading listed investment companies (LIC), has appointment Equity Trustees to be responsible entity for its new Wilson Asset Management Leaders Fund.

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25 Oct 2023

How charitable trusts, not-for-profits and endowments are viewing fixed income investments

From Equity Trustees

Higher fixed income returns are benefitting a wide range of investors, such as charitable trusts, not-for-profits and endowments, according to Equity Trustees Asset Management. For those not-for-profit (NFPs) investors who

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18 Oct 2023

How charitable trusts, not-for-profits and endowments are viewing fixed income investments

From Equity Trustees

Higher fixed income returns are benefitting a wide range of investors, such as charitable trusts, not-for-profits and endowments, according to Equity Trustees Asset Management. For those not-for-profit (NFPs) investors who

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17 Oct 2023

EQT launches Nexus in Australia – offering wholesale investors access to EQT’s diverse platform of funds through one single investment

From Equity Trustees

Global investment organisation EQT has announced the Australian launch of EQT Nexus – an open-ended fund2 that will give Australian wholesale investors access to the same portfolio and deal flow

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27 Sep 2023

$50 billion milestone for Equity Trustees super business

From Equity Trustees

Leading independent super trustee Equity Trustees has surpassed the $50 billion in funds under supervision (FUS) milestone following the latest inflow to the portfolio of funds under its trusteeship. The

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21 Sep 2023

Independent super trustee reports record year with 29% increase in funds under supervision

From Equity Trustees

Equity Trustees consolidated its position as Australia’s foremost provider of independent superannuation trustee services, reporting 29% growth in funds under supervision for more than 630,000 superannuation fund members. The growth

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05 Sep 2023

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