Investor Presentaiton
TWS - CONSISTENT GROWTH IN MOST BUSINESSES
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CORE TRUSTEE SERVICES FUMAS¹
EMERGING MARKETS FUMAS'
All graphs in Millions
All graphs in Millions
347
Estate Management
1,000
Living Donors
400
288
279
663
608
•
Material new business
supported by positive
markets
398
New clients, material growth
200
500
in donations and positive
market equity impact
FY19
FY20
FY21
FY19
FY20
FY21
734
741
Testamentary Trusts
750
700
Net new client growth
649
650
supported by positive
600
markets
FY19
FY20
FY21
Perpetual Charitable Trusts
3,000
2,112
1,835
1,707
2,000
.
Several new trusts supported
1,000
by positive markets
FY19
FY20
FY21
Indigenous Trusts
93
100
78
•
•
Won new clients in NT and Qld
Reappointed to 2 Trustee roles
in WA
55
50
Compensation Trusts
26 new trusts in FY21
FY19
FY20
FY21
473
500
346
371
250
FY19
FY20
FY21
520
784
1,000
573
588
Investment Mandates
600
440
404
500
Closure of 2 portfolios
Several smaller new
400
200
FY19
FY20
FY21
mandate wins
FY19
FY20
FY21
Advice
12 new clients
Multiple clients transferred
to other businesses in TWS
1 FUMAS: Funds under management, administration, advice and supervision
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