News and Insights
Article
The reasons behind a popular strategy designed to protect assets left in a will is changing.
Article
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 (Australia) Unit Trust.
Publication
With new support from the Heart Foundation, Australia’s First Nations communities are being empowered to address a deadly form of heart disease that has been eradicated in all other developed countries in the world.
Publication
Equity Trustees employed a genealogist to help track down a missing beneficiary from a wealthy but fractured family. They found someone who desperately needed the windfall.
Article
Viertel Foundation awards $4 million to some of the nation’s top medical researchers.
Article
Wilson Asset Management, an Australian investment manager for eight leading listed investment companies (LIC), has appointed Equity Trustees to be responsible entity for its new Wilson Asset Management Leaders Fund.
Report
We recently visited Tokyo to attend the 2023 PRI conference, one of the biggest sustainable investing events globally.
Article
EQT Holdings Limited (ASX: EQT), the holding company for Equity Trustees, today announced it had reached an agreement to sell its investment in its Irish business for a nominal sum.
Article
Money can trigger emotions that can tear families apart, but sometimes it can also spur generosity and kindness.