OUR INVESTMENT STRATEGY

Equity Trustees’ in-house asset management team manages tailored investment portfolios for corporate, charitable and private clients. Our overarching approach is based on long-term considerations rather than short-term fluctuations.

We aim to deliver performance that meets our clients’ expectations and risk/reward profile. To do this, we combine in-house capabilities with the best domestic and international external managers and build portfolios that are diversified both across and within asset classes.





OUR SERVICE

By offering a diverse range of financial and fiduciary services, we help our private and corporate clients grow, manage and protect their wealth now and for generations to come. Our mandate is to always act in our clients’ best interests, ensuring they feel safe, valued and cared for.

Equity Trustees Limited is a subsidiary of EQT Holdings Limited. EQT Holdings Limited is a publicly listed company on the Australian Securities Exchange (ASX: EQT) with offices in Melbourne, Kew, Sydney, Brisbane and Perth.