Portfolio Watch - Q3 2024 | Investor Update
We are pleased to provide you with our latest edition of Portfolio Watch.
top of page
News + Insights
Nov 7
Introducing Renee Tourell, our newly appointed GM Client Services
Trust Management is delighted to announce the appointment of Renee Tourell as the new General Manager of Client Services.
Oct 31
Trust Management PIE Funds Climate Report | Pūrongo Āhuarangi Tūao me te kōrahiwhāiti
We are proud to share with you the inaugural Trust Management PIE Funds Climate Report | Pūrongo Āhuarangi Tūao me te kōrahi whāiti.
Oct 29
Parish Pulse Newsletter
This edition of Parish Pulse contains some insights into changes that have occurred, and are underway to improve your accounting services
Oct 17
Meet Cindy, Portfolio Analyst at Trust Management
As part of our Meet the Team series, we catch up with Cindy, a portfolio analyst from Trust Management. After almost a year at the...
Oct 8
We are delighted to introduce Catherine Bodnar, Investment Analyst at Trust Management
We are delighted to introduce Catherine Bodnar, an Investment Analyst at Trust Management, who joined the organisation in November 2023...
Sep 27
Meet Halie - our Investment Manager
In this Q&A, we chat with a dedicated member of the Trust Management Investment team. Halie shares her journey from starting in the...
Aug 19
Trust Management is thrilled to welcome Mark Longbottom to the team!
Trust Management is delighted to announce that Mark Longbottom has joined Trust Management in the role of Head of Community Engagement. ...
Aug 16
Ethical Investment Update and Stewardship Report
We are delighted to share with you our third annual Ethical Investment Update and first Stewardship Report.
Aug 9
Market Update - August 2024
I’m sure many of you are watching the recent market volatility with interest. We have provided a brief update on recent events.
bottom of page