About us

Our board

Our Leadership Team

Our purpose

Equity Trustees is a company founded on trust. Our purpose is to help people take care of their future

We aim to:

Our services

Equity Trustees provides a diverse range of trustee and related services across a number of sectors. By offering a diverse range of financial and fiduciary services, we help our private and corporate clients grow, manage and protect their wealth now and for generations to come. Our mandate is to always act in our clients’ best interests, ensuring they feel safe, valued and cared for.

Our business strategy

Our objectives

Group strategy

Our investment strategy

Equity Trustees’ in-house asset management team manages tailored investment portfolios for corporate, charitable and private clients. Our overarching approach is based on long-term considerations rather than short-term fluctuations.

We aim to deliver performance that meets our clients’ expectations and risk/reward profile. To do this, we combine in-house capabilities with the best domestic and international external managers and build portfolios that are diversified both across and within asset classes.

Equity Trustees Asset Management is a signatory to the UNPRI (the United Nations supported Principals for Responsible Investment). The PRI is an independent organisation that supports investors to use responsible investment practices in investment and ownership decisions. As a signatory to the PRI, we are committed to a set of six principals that provide a global standard for responsible investing, and to working with local and global industry bodies to remain at the forefront of developments in responsible investing. Read our Responsible Investment Policy.

Our History

1888

In 1888, Equity Trustees was established by a specific Act of Victorian Parliament.

Equity Trustees is born

1888

In 1888, Equity Trustees was established by a specific Act of Victorian Parliament.

1931

By 1931, our revenue had grown 1000-fold and Joel Fox now employed a staff of 90. The company moved to new chambers at 472 Bourke Street; the site of Melbourne’s old Synagogue.

Rapid Growth

1931

By 1931, our revenue had grown 1000-fold and Joel Fox now employed a staff of 90. The company moved to new chambers at 472 Bourke Street; the site of Melbourne’s old Synagogue.

1936

During the company’s long history, Prime Ministers, High Court judges and Governor-Generals have sat on our Board. Sir Robert G. Menzies was among them, sitting on the Board until he became Prime Minister in 1939.

Sir Robert G. Menzies appointed

1936

1950

During WWII and into the 1950s, Equity Trustees began dealing with many widows and their children. This marked a change of focus for the company and we began promoting our services to support families during their toughest times.

The aftermath of war

1950s

2000

Equity Trustees took on Responsible Entity, distribution and relationship management for leading Australian and international investment managers.

Fund management

2000

Equity Trustees took on Responsible Entity, distribution and relationship management for leading Australian and international investment managers.

2014

Acquired ANZ Trustees, which positioned Equity Trustees in the ASX 300.

Equity Trustees acquires ANZ Trustees

2014

Acquired ANZ Trustees, which positioned Equity Trustees in the ASX 300.

2015

At the end of 2015, Equity Trustees Limited became a subsidiary of EQT Holdings Limited. EQT Holdings Limited is a publicly listed company on the Australian Securities Exchange (ASX: EQT)

New company structure

2015

At the end of 2015, Equity Trustees Limited became a subsidiary of EQT Holdings Limited. EQT Holdings Limited is a publicly listed company on the Australian Securities Exchange (ASX: EQT)

2017

In 2017 we acquired the estates and trusts business from Sandhurst Trustees Limited who are owned by Bendigo and Adelaide Bank.

Equity Trustees acquired the estates and trusts business from Sandhurst Trustees Limited

2017

In 2017 we acquired the estates and trusts business from Sandhurst Trustees Limited who are owned by Bendigo and Adelaide Bank.

2018

Acquired the Responsible Entity (RE) business of OneVue Holdings Limited, which covers 28 managed investment schemes and approximately $2.7 billion of funds under supervision.

Equity Trustees acquired the Responsible Entity (RE) business of OneVue Holdings Limited.

2018

Acquired the Responsible Entity (RE) business of OneVue Holdings Limited, which covers 28 managed investment schemes and approximately $2.7 billion of funds under supervision.

2019

Acquired Zurich Australian Superannuation Pty Ltd, which is trustee for $1 billion in funds accumulation and pension products and 18,000 members, cementing our position as the leading provider of specialist independent superannuation trustee services in Australia.

Equity Trustees acquired Zurich Australian Superannuation Pty Ltd which is trustee for $1 billion in funds accumulation and pension products.

2019

2022

Acquired Australian Executor Trustees Limited (AET) cementing Equity Trustees place as a leader in the broadest range of trustee services in Australia.

Acquired Australian Executor Trustees Limited (AET)

2022

Acquired Australian Executor Trustees Limited (AET) cementing Equity Trustees place as a leader in the broadest range of trustee services in Australia.