Equity Trustees bolsters trustee and wealth team with two new hires
Australia’s leading trustee company, Equity Trustees, has announced two new additions to its Trustee and Wealth Services (TWS) team to meet client demands.
Kate Schell has been appointed as an Adviser in the Private Client team while Amanda Sartor joins as a Senior Relationship Manager in the Charitable Trusts and Philanthropy team.
Commenting on the appointments, Ian Westley, Executive General Manager, TWS said: “Equity Trustees is delighted to welcome Kate and Amanda, who will support the continued growth of our Trustee and Wealth Services business.”
Kate brings more than 22 years’ experience in the financial services industry, with the past 15 years in wealth management. She joins the team servicing Equity Trustees’ private clients, coming from TruWealth, where she has spent four years as a Financial Adviser. Previously, she held positions at Morgan Stanley and E.L. & C. Baillieu Limited and Thornton Group.
Amanda, who will be focused on Equity Trustees’ philanthropy clients, was previously Manager, NFP and Philanthropic Services at Elston Private Wealth, where she was responsible for providing tailored philanthropic advice and NFP investment governance and strategy. She formerly held roles at multi-family office, EWM Group, as well as private wealth firms Affinity Private, Whittle & Skok Financial Services and NAB Private Wealth.
“Kate and Amanda both bring significant experience in building strong relationships, delivering valued advice and servicing the diverse needs of clients, which is the basis for our success,” Mr Westley concluded.
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Equity Trustees is the brand name of EQT Holdings Limited (ABN 22 607 797 615) and its subsidiary companies, publicly listed company on the Australian Securities Exchange (ASX: EQT) with offices in Melbourne, Bendigo, Sydney, Brisbane, Perth, London and Dublin.
Equity Trustees was established in 1888 for the purpose of providing independent and impartial Trustee and Executor services to help families throughout Australia protect their wealth. As Australia’s leading specialist trustee company, we offer a diverse range of services to individuals, families and corporate clients including asset management, estate planning, philanthropic services and Responsible Entity (RE) services for external Fund Managers.