Equity Trustees Fund Services

Equity Trustees was established in with the purpose of providing independent and impartial trustee and executor services to help families throughout Australia protect their wealth. In 2014, Equity Trustees acquired ANZ Trustees, established in 1878. The acquisition positioned Equity Trustees as one of Australia’s largest, and oldest, listed independent trustees. Today Equity Trustees is widely recognised in Australia as the market-leading provider of Responsible Entity services to the Australian funds industry, with over A$70 billion in assets under administration. Equity Trustees acts as Responsible Entity or Trustee for 100+ leading International Investment Managers. Equity Trustees (UK & Europe) was established in January 2017. Through our Independent Authorised Corporate Director (ACD) and Management Company services we offer a comprehensive range of UCITS and AIFMD fund services to International and domestic Investment Managers, Distributors and Financial Services professionals looking to establish and operate funds in both the UK & Europe. At the heart of the Equity Trustees operating model is Independence. We believe that Independence is the key to maximising Investor protection and for delivering positive investor outcomes. Our operating structure comprises of a Fund Operator (ACD/Management Company/Responsible Entity) that is completely independent from all key operational service providers. To achieve this, we engage with a number of strategic supply partners in each of the core operational components (Fund Accounting, Transfer Agency, Fund Audit, Legal services, Depository and Custody). This removes the conflicts of interest and bias often seen within Fund Operators with an in-house or single supplier model. Please do get in touch to find out more about the services that we can provide and how we can support your Fund ambitions in either the UK, Europe or Australia. All Regulated services are provided by Equity Trustees Fund Services.