Portfolio Manager Services
Build your wealth
Equity Trustees, Portfolio Manager Services removes the administrative burden of looking after your investments.
We have more than 145 years of experience in delivering solid returns over the long term for our private clients. Our wealth and investment strategies are comprehensive, taking into account:
- Your personal circumstances, needs and objectives
- Wealth creation and protection
- Performance measurement
- Taxation consequences.
Build and protecting your wealth
We base successful wealth management strategies on the dual concepts of wealth creation and wealth protection:
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Save Time and money with us
We understand that time is precious. That’s why we take on the administrative burden in all of our Portfolio Manager Services, leaving you free to attend to more enjoyable and meaningful matters!
Additionally, many of our fees are potentially tax-deductible, thereby reducing the after-tax costs of our services.
Providing the level of service that's right for you
Our three levels of service mean you maintain as much or as little involvement in the day-to-day running of your finances as you like. You can choose one or a combination of the services below to suit your requirements. Each option comes with a dedicated Equity Trustees representative to give you a personal and timely service that meets your needs. Depending on the option you choose, your dedicated representative will:
- Consult with you to provide tailored, astute and secure wealth management solutions.
- Develop and implement holistic wealth strategies.
- Professionally administer your investments and if required, manage your day-to-day financial affairs.