As Equity Trustees prepares the Fund Services division of the company for growth offshore, the business has promoted industry veteran Russell Beasley to Head of Fund Services Australia.
Russell joined Equity Trustees in 2005 and has been an integral part of the success of the Corporate Trustee and Fund Services division. Prior to this appointment he was General Manager of Relationships and Oversight in the market leading division of Equity Trustees.
“Russell has nearly four decades of experience in the financial services industry having held senior positions both in investment management and retail banking – but he has distinguished himself at Equity Trustees with his capacity to manage the full range of operational responsibilities related to creating an outstanding responsible entity service, as well as managing key relationships with some of our largest Australian and international clients,” said Harvey Kalman, Executive General Manager, Corporate and trustee Services and Global Head of Fund Services.
“In addition, more recently Russell has spent time on secondment as the company-wide Chief Risk Officer and led the project for the highly successful listing of a major listed investment trust (LIT) structure on the ASX. There are few people in the industry with his depth of experience and expertise,” Mr Kalman said.
Equity Trustees has recently established itself offshore, with an office in London following the acquisition of the majority share of a UK-based funds governance business, and the establishment of an office in Dublin earlier in 2019. Those offices are led by James Gardner and Kevin Lavery respectively, providing Authorised Corporate Director (ACD) services to UK funds and Management Company Services to Irish and European funds.
Equity Trustees Fund Services provides fund governance, risk and compliance, service provider oversight, product assistance and regulatory reporting services to investment managers, from locations in Melbourne, Sydney, New York, London and Dublin.
More about Equity Trustees Fund Services available at www.equitytrustees.com
Download the full Media Release
General Manager Marketing & Communications
03 8623 5396 / 0403 172 024
Equity Trustees was established in 1888 for the purpose of providing independent and impartial Trustee and Executor services to help families throughout Australia protect their wealth. As Australia’s leading specialist trustee company, we offer a diverse range of services to individuals, families and corporate clients including asset management, estate planning, philanthropic services and Responsible Entity (RE) services for external Fund Managers.
Fund Services is a division of the EQT Holdings Limited (ABN 22 607 797 615) group of companies. EQT Holdings Limited is a publicly listed company on the Australian Securities Exchange (ASX: EQT) with offices in Melbourne, Bendigo, Sydney, Brisbane, Perth, London and Dublin.