Equity Trustees

Equity Trustees is an independent trustee and executor company and one of Australia’s largest specialist trustee companies. It provides a diverse range of...

Equity Trustees

Equity Trustees is an independent trustee and executor company and one of Australia’s largest specialist trustee companies. It provides a diverse range of trustee and related financial and fiduciary services to private and corporate clients. Its in-house asset management team manages tailored investment portfolios for corporate, charitable and private clients, and it also offers philanthropy and estate planning services.

Website

eqt.com.au

linkedin.com/company/equity-trustees

General information

Firm type

Generalist

Year founded

1888

Location

Region

Oceania

Country

Australia

City

Melbourne

Corporate office

Melbourne, Australia

Principals

Michael (Mick) J. O'Brien

Managing Director

Carol Schwartz AO

Chair

Catherine Robson

Non-Executive Director

The Hon. Kelly O'Dwyer

Non-Executive Director

Robert Dalton

Non-Executive Director

Tim Hammon

Non-Executive Director

Penelope (Pen) Lewin

Non-Executive Director

Johanna Platt

Chief Financial Officer

Ian Westley

Executive General Manager, Private Clients Trustee and Wealth Services

Andrew Godfrey

Executive General Manager, Corporate and Superannuation Trustee Services

Kerryn O’Brien

Chief Risk Officer

Phing Lee

Chief Technology & Data Officer

Georgie Taylor

Executive General Manager, People

Darren Thompson

Chief Investment Officer

Does Equity Trustees have any conflicts with the fund managers it serves?

Its business model is designed to avoid the conflict that arises when a bank or wealth platform provides trustee services to funds it also manufactures. Equity Trustees does not manage its own retail funds that compete with client mandates. This independent-only posture is its core structural differentiator.

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