Article tagged with 'Perpetual Guardian'
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No plain sailing around Castle Point
18 Nov 2024 - Castlepoint turnaround taking longer than expected.
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Perpetual changes bathwater at Castle Point
17 Jul 2024 - Perpetual Guardian Investments has made a few changes to the Castle Point funds including selling its holdings in Synlait Milk and Move Logistics.
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PG parts ways with Castle Point founder Richard Stubbs
13 Jun 2024 - Perpetual Guardian Investments has already severed ties with Castle Point founder Richard Stubbs and is negotiating the possible departure of another founder, Stephen Bennie, but the two other founders, Jamie Young and Gordon Sims are staying.
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Castle Point sold
04 Jun 2024 - Boutique fund manager Castle Point, which was established by a group of former Tower fund managers, has been sold.
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New director and executive changes at Perpetual Guardian
24 Mar 2024 - Experienced director and chief executive Jennah Wootten has joined the board of Perpetual Guardian Group.
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Perpetual Guardian finally gets part of Trustees
24 Feb 2024 - Perpetual Guardian has inked a deal to buy Trustees Executors private wealth business.
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[OPINION] Four Steps to Preserve your Family’s Wealth and Legacy
21 Feb 2024 - The past half-decade has seen more shifting in the landscape for New Zealand trusts than in the several decades before: the Trusts Act 2019 was introduced and took effect in early 2021 after years of consultation and review, reporting and disclosure requirements for Trusts have increased considerably through the IRD; and now the trustee tax rate is to be raised from 33% to 39% on 1 April (excluding charitable trusts) – effectively an 18.2% rate increase. The rationale is to align this rate with the top personal tax rate of 39% for income above $180,000.
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PGI switches unit holders to climate-indexed approach
20 Dec 2023 - Perpetual Guardian Investments (PGI) has adopted index provider FTSE Russell’s climate change index based on the transition pathway initiative (TPI).
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Another tile added to Mosaic
14 Jan 2022 - Mosaic adds former Perpetual Guardian chief as a new partner.
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Marathon court battle comes to an end
11 Aug 2021 - George Kerr's Pyne Gould Corporation, Bath Street Capital and Andrew Barnes have settled a long-running court case over the sale of Perpetual Trust stretching back to 2014.