With 130 years of experience, your hard-earned wealth is in good hands with us. Our expert teams invest to slowly but surely grow wealth without exposing it to undue risk, and we tailor our services to your particular needs and goals – from basic to Total Care.

Asset Management

With us, your wealth is in good hands. Our expert Asset Management team draws on decades of experience, taking a prudent, disciplined and long-term approach to the management of our client portfolios to ensure they are safe while continuing to grow.

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Financial Advice

Our Financial Advice team is there to give our valued private clients full financial security and peace of mind.

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Portfolio Manager Services

With over 130 years of experience in delivering solid returns over the long term for our private clients, Equity Trustees’ portfolio manager services removes the administrative burden of looking after your investments

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We have 130 years of expertise in managing the taxation affairs of individual clients, deceased estates, testamentary trusts and inter vivos trusts

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