EQT appoints two equities investments analysts

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Listed financial services company Equity Trustees Limited (EQT) has appointed Michael Kordick and Thi Doan as investment analysts within its Australian equities team, reporting to chief investment officer George Boubouras and head of equities Dr Paul Kasian. Mr Kordick has 12 years industry experience and joins EQT from institutional asset consultant Frontier Investment Consulting, where

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EQT appoints Mercer as asset consultant

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Listed financial services company Equity Trustees Limited (EQT) has appointed Mercer as asset consultant for both its retail and institutional businesses. EQT made the decision to partner with an external asset consultant to help ensure it maintains consistency in its asset management and risk management activities across its retail and institutional business units, and to

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EQT appoints head of Australian equities

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Listed financial services company Equity Trustees Limited (EQT) has appointed Paul Kasian as head of Australian equities, reporting to chief investment officer George Boubouras. Dr Kasian has over 25 years financial services experience in asset management and senior executive roles, and joins EQT from Accordius where he was executive director and chief investment officer.  

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Stratton Street launches in Australia

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London-based investment manager Stratton Street Capital LLP is offering its first fund in Australia, the Stratton Street New Capital Wealthy Nations Bond Fund, for wholesale and institutional investors, with Equity Trustees Limited (EQT) acting as responsible entity (RE). Andrew Seaman, fixed income portfolio manager at Stratton Street, said unlike index-based bond funds that buy most

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EQT appoints interim CIO

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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

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EQT expands private wealth services business

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As 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

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Equity Trustees takeover offer for Trust Company

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Equity 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

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Zenith rates EQT Wholesale Mortgage Income Fund

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The EQT Wholesale Mortgage Income Fund provides investors with exposure to a portfolio of real estate mortgage securities operated by a highly conservative manager. The Fund is managed by ASX listed Equity Trusties Limited (ASX:EQT) who has in excess of $20 billion dollars in funds under management. EQT’s process seeks to derive stable returns with

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Lonsec Recommended rating for EQT fund

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Lonsec 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

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EQT tracking well in attractive industry

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The 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

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