Business & Finance |
Equity Trustees

Equity Trustees brings global expertise to Aussie fund managers' doorstep

The total funds invested in Australia of around A$3.5 trillion (A$2.7 trillion in retirement funds and approximately A$1.5bn in fund structures) pales in comparison to some global investment markets.

Two of the countries that lead the world as centres for collective investment vehicles are Luxembourg and Ireland. Luxembourg alone has around €6 trillion in collective investment vehicles, while Ireland has €2.5 trillion.

Europe has among the most sophisticated investment structures and regulations in the world and there is much Australia can learn from the models used overseas to provide investor protection and build vibrant, secure investment structures.

Equity Trustees has recently taken steps to expand offshore into the UK and Europe (via Ireland) to serve growing demand by fund managers to operate globally.

Just days after the Brexit deadline, our representatives from our UK/Europe and US offices are arriving in Australia to share updates around global topics in relation to these highly attractive – but sometimes complex - markets.

·         Brexit – What happens now? And what does it mean for funds management in the UK and the European Union?

·         How Australian fund managers can expand into Asia via UCITS structures

·         Why expand investment products into Cayman Islands, London, Dublin or Luxembourg

Speakers include:

·         Harvey Kalman, Executive General Manager, Corporate Trustee Services & Global Head of Fund Services

·         James Gardner, Co-CEO, Fund Services (UK and Europe)

·         Rob Harrison, US Representative, Fund Services


Media are invited to attend the session in Sydney on Thursday 4 April 2019  (12.15pm – 2pm). Separate interviews can be arranged outside this session presentation time. 

This media release, including speaker bio's is available here on our website.

Media inquiries

Alicia Kokocinski

General Manager Marketing & Communications    

03 8623 5396 / 0403 172 024

akokocinski@eqt.com.au

 

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.

Corporate Trustee Services is provided by Equity Trustees Limited (ABN 46 004 031 298) AFSL 240975 which is a subsidiary  of EQT Holdings Limited (ABN 22 607 797 615),  a publicly listed company on the Australian Securities Exchange (ASX: EQT) with offices in Melbourne, Bendigo, Sydney, Brisbane, Perth and London.

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