With Equity Trustees, 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.
Key to our approach is getting to know our clients and their goals. With that understanding, we can determine the strategy and asset allocation that best reflects your organisational values, aims to exceed your return expectations and operates within your risk boundaries.
We invest carefully to protect and grow your wealth
As a trustee company, we have a fiduciary responsibility to provide our clients with the highest duty of care. In accordance with the ‘prudent person’ provisions of the Trustee Act 1958, our overarching imperative is to preserve and grow our clients’ capital over the long term.
A cornerstone of our investment philosophy is QARP: ‘Quality At a Reasonable Price’. We favour high-quality companies with prudent management and strong balance sheets. Our dedicated Asset Management and technical Advice teams carefully review all assets and evaluate their company ownership and structure, balance sheet quality, business strategy, Board and management team history as well as economic cycle considerations.
Thanks to disciplined portfolio construction that takes into consideration long-term market trends, our portfolios are characterised by low turnover and are structured to maximise cost-effectiveness and tax-efficiency for you.