Entrust Wealth Management

Entrust Wealth Management

Entrust Wealth Management was established in 2002 and operates from Perth as the private wealth division of Euroz Hartleys Group, the ASX-listed financial services firm. The practice serves high-net-worth families, professionals, and corporate clients with portfolio management and strategic financial planning, drawing on the broader group's institutional resources rather than functioning as an independent advisory shop. The firm's core offering spans direct equity portfolios, managed funds, fixed-income instruments, and self-managed superannuation fund (SMSF) administration. Entrust tilts heavily toward Australian equities, consistent with the domestic bias of the Euroz Hartleys institutional desk that backs it. The group's research and corporate-access capabilities feed into Entrust's investment committees, giving private clients exposure to mid- and small-cap Western Australian companies that larger national wealth managers often overlook. Geographic concentration is predominantly Western Australia, with select mandates extending to east-coast families who value the Perth-based resource-sector lens. The acquisition by Euroz in 2015 folded Entrust into a broader platform that includes institutional equities, corporate advisory, and fixed-income dealing. Euroz Hartleys reported group funds under management and advice of approximately A$5.6 billion as at December 2024 (per Euroz Hartleys, 2025). The private wealth segment — of which Entrust is the primary vehicle — contributes a material share alongside the institutional book. No dedicated AUM figure for Entrust alone is publicly reported. Philanthropic or adjacent vehicles are not separately branded; client giving strategies are typically structured through donor-advised funds or private ancillary funds administered within existing wealth accounts. Entrust's structural differentiator is its embedded position inside a listed investment bank. Most private wealth managers in Australia are either stand-alone planning networks or divisions of the big four banks. Entrust sits inside a group where private clients share research, trading, and access with institutional fund managers, creating a sourcing and execution model that a pure wealth-advisory firm cannot replicate without the bank's balance sheet and corporate relationships.