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 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.