Steve Coffey
Analyst-Equity at Equity Trustees Wealth Services Ltd.
Steve Coffey active positions
Companies | Position | Start | End |
---|---|---|---|
Equity Trustees Wealth Services Ltd.
Equity Trustees Wealth Services Ltd. Investment ManagersFinance Equity Trustees Wealth Services Ltd. (Equity Trustees) is the wholly owned wealth management subsidiary of EQT Holdings Ltd. (ASX: EQT) in Australia. Formerly known as ANZ Trustees Ltd., the firm was established in 1878 and is headquartered in Melbourne. Equity Trustees offers a diverse range of financial and fiduciary services for corporate, charitable and private clients. | Analyst-Equity | 31/12/2019 | - |
Career history of Steve Coffey
Former positions of Steve Coffey
Companies | Position | Start | End |
---|---|---|---|
UBS Asset Management (Australia) Ltd.
UBS Asset Management (Australia) Ltd. Investment ManagersFinance UBS Asset Management (Australia) Ltd. (UBS AM Australia) is the Australian asset management subsidiary of UBS AG (SWX: UBSG; NYSE: UBS) in Switzerland. The firm was founded in 1985 and is headquartered in Sydney. UBS AM Australia manages a comprehensive range of investment funds across all major asset classes; investment management services are offered in the form of segregated, pooled and advisory mandates and through a variety of registered investment funds. Their clients include superannuation funds, financial institutions, corporates, financial intermediaries and private clients. | Analyst-Equity | 31/01/2012 | 31/01/2019 |
QBE Insurance (Australia) Ltd.
QBE Insurance (Australia) Ltd. Investment ManagersFinance QBE Insurance (Australia) Ltd. (QBE Australia) is the insurance subsidiary of QBE Insurance Group Ltd. (ASX: QBE), a worldwide insurer and reinsurer. Originally founded in 1886 by James Burns and Robert Philp as The North Queensland Insurance Company Ltd., the QBE name is derived from three originating companies: Queensland Insurance, Bankers' and Traders' Insurance Company Ltd. and The Equitable Probate and General Insurance Co. Ltd. Headquartered in Sydney, QBE Australia provides a broad range of insurance products to personal, business, corporate and institutional customers. | Corporate Officer/Principal | 30/04/2005 | 31/12/2011 |
Treasury Group Investment Services Ltd.
Treasury Group Investment Services Ltd. Investment Banks/BrokersFinance Part of Pacific Current Group Ltd., Treasury Group Investment Services Ltd. is an Australian company that provides fund management services. The company is based in Sydney, Australia. | Corporate Officer/Principal | 31/10/2003 | 28/02/2005 |
Challenger Ltd. (Investment Management)
Challenger Ltd. (Investment Management) Investment ManagersFinance Challenger Ltd. (Investment Management) (Challenger-IM) is the funds management division of Challenger Ltd., an investment company headquartered in Sydney, Australia. Founded in 1987, Challenger-IM originates and manages assets for global and Australian institutions. | Corporate Officer/Principal | 31/03/2001 | 31/10/2003 |
Bell Asset Management Ltd. (Investment Management)
Bell Asset Management Ltd. (Investment Management) Investment ManagersFinance Bell Asset Management Ltd. (Investment Management) (BAM-IM) is the investment management division of Bell Asset Management Ltd. The firm is a subsidiary of Bell Asset Management Holdings Ltd., which is owned by Bell Group Holdings Pty Ltd. in Australia. Headquartered in Melbourne, BAM-IM provides advice to institutional investors and to pooled investment vehicles, including the Bell Trusts. The investors in the Bell Trusts may include corporations, endowments, foundations, trusts, estates, individuals and pension and profit sharing plans. | Corporate Officer/Principal | 30/06/1999 | 28/02/2001 |
Rothschild Australia Asset Management Ltd. | Corporate Officer/Principal | 31/08/1998 | 30/06/1999 |
Training of Steve Coffey
Deakin University | Undergraduate Degree |
Australian Graduate School of Management | Masters Business Admin |
Statistics
International
Australia | 10 |
Operational
Corporate Officer/Principal | 5 |
Analyst-Equity | 2 |
Undergraduate Degree | 1 |
Sectoral
Finance | 8 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 7 |
---|---|
UBS Asset Management (Australia) Ltd.
UBS Asset Management (Australia) Ltd. Investment ManagersFinance UBS Asset Management (Australia) Ltd. (UBS AM Australia) is the Australian asset management subsidiary of UBS AG (SWX: UBSG; NYSE: UBS) in Switzerland. The firm was founded in 1985 and is headquartered in Sydney. UBS AM Australia manages a comprehensive range of investment funds across all major asset classes; investment management services are offered in the form of segregated, pooled and advisory mandates and through a variety of registered investment funds. Their clients include superannuation funds, financial institutions, corporates, financial intermediaries and private clients. | Finance |
Equity Trustees Wealth Services Ltd.
Equity Trustees Wealth Services Ltd. Investment ManagersFinance Equity Trustees Wealth Services Ltd. (Equity Trustees) is the wholly owned wealth management subsidiary of EQT Holdings Ltd. (ASX: EQT) in Australia. Formerly known as ANZ Trustees Ltd., the firm was established in 1878 and is headquartered in Melbourne. Equity Trustees offers a diverse range of financial and fiduciary services for corporate, charitable and private clients. | Finance |
QBE Insurance (Australia) Ltd.
QBE Insurance (Australia) Ltd. Investment ManagersFinance QBE Insurance (Australia) Ltd. (QBE Australia) is the insurance subsidiary of QBE Insurance Group Ltd. (ASX: QBE), a worldwide insurer and reinsurer. Originally founded in 1886 by James Burns and Robert Philp as The North Queensland Insurance Company Ltd., the QBE name is derived from three originating companies: Queensland Insurance, Bankers' and Traders' Insurance Company Ltd. and The Equitable Probate and General Insurance Co. Ltd. Headquartered in Sydney, QBE Australia provides a broad range of insurance products to personal, business, corporate and institutional customers. | Finance |
Treasury Group Investment Services Ltd.
Treasury Group Investment Services Ltd. Investment Banks/BrokersFinance Part of Pacific Current Group Ltd., Treasury Group Investment Services Ltd. is an Australian company that provides fund management services. The company is based in Sydney, Australia. | Finance |
Challenger Ltd. (Investment Management)
Challenger Ltd. (Investment Management) Investment ManagersFinance Challenger Ltd. (Investment Management) (Challenger-IM) is the funds management division of Challenger Ltd., an investment company headquartered in Sydney, Australia. Founded in 1987, Challenger-IM originates and manages assets for global and Australian institutions. | Finance |
Bell Asset Management Ltd. (Investment Management)
Bell Asset Management Ltd. (Investment Management) Investment ManagersFinance Bell Asset Management Ltd. (Investment Management) (BAM-IM) is the investment management division of Bell Asset Management Ltd. The firm is a subsidiary of Bell Asset Management Holdings Ltd., which is owned by Bell Group Holdings Pty Ltd. in Australia. Headquartered in Melbourne, BAM-IM provides advice to institutional investors and to pooled investment vehicles, including the Bell Trusts. The investors in the Bell Trusts may include corporations, endowments, foundations, trusts, estates, individuals and pension and profit sharing plans. | Finance |
Rothschild Australia Asset Management Ltd. | Finance |
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