# Entrust Wealth Management Entrust Wealth Management is a Bank / Wealth / Trust based in Perth, Australia. ## Overview - **Organization type:** Bank / Wealth / Trust - **Headquarters:** Perth, Australia - **Region:** Oceania - **Address:** Perth, WA, Australia - **Founded:** 2002 - **Assets under management:** Undisclosed - **Website:** entrustwealth.com.au - **LinkedIn:** https://www.linkedin.com/company/entrust-wealth-management ## Regulatory record - **Reports private funds:** No ## About 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. ## Questions ### Who owns Entrust Wealth Management? Entrust is a wholly-owned division of Euroz Hartleys Group Limited, an ASX-listed diversified financial services company. The parent operates institutional equities, corporate advisory, fixed-income dealing, and private wealth management, with Entrust serving as the primary private-client brand. ### How does Entrust source investment ideas for client portfolios? Entrust draws on the institutional research and corporate-access platform of Euroz Hartleys, which covers predominantly Australian equities with a strong Western Australian mid- and small-cap focus. Private clients benefit from the same analyst briefings and company management meetings that institutional investors receive, an advantage over stand-alone advisory firms that must purchase third-party research. ### What profile of client does Entrust typically serve? Entrust serves Western Australian-based high-net-worth families, professionals, corporate executives, and self-managed superannuation fund trustees. The firm's Perth location means many clients have wealth tied to mining, energy, or related services, and portfolio construction often reflects a domestic-Australian equity orientation aligned with that regional economic base. ### Does Entrust report a standalone assets-under-management figure? No. Euroz Hartleys reports group-level funds under management and advice — A$5.6 billion as at December 2024 — but does not separately break out Entrust's private wealth AUM in public filings. The private wealth book is a material but not individually quantified component of group assets. ## Related profiles - [EnTrust Investment Management](https://altss.com/profile/entrust-investment-management) - [Envestnet Retirement Solutions](https://altss.com/profile/envestnet-retirement-solutions) --- Last updated: 2026-06-03T20:00:00.000Z Canonical page: https://altss.com/profile/entrust-wealth-management Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology