Charities

Longevity, stability and a solid investment framework are the key reasons why the philanthropic community has trusted Equity Trustees since 1888.

Our services to charities are provided through the interaction of our Wealth Management and Asset Management teams. This structure was developed with the specific goal of maximising the focus on the investment management services offered to our clients. This is achieved through the separation of asset (investment) management from client management.

Thus, Equity Trustees offers a highly specialised service where charitable organisations deal directly with relationship specialists ('Client Relationship Managers') who draw upon our in-house resources for the provision of expert investment management advice.

This structure enables us to offer a discrete investment service for charitable organisations seeking assistance with the management of investment funds.

Contact us

For more information, contact one of our Client Relationship Managers on 03 8623 5000, 1300 555 511 or click here.