Bringing Private Wealth Management to All Australians
1300 990 990

Institutional Client Services

Whether you are an institutional investor, a corporate executive, a successful business or a national charitable organisation, our most experienced and successful Equiti advisers are committed to assisting with your individual wealth management needs.

The combination of our leading financial advisers coupled with the extensive experience and talent of the entire Equiti Advisory Committee, ensures that our institutional team has been set up to offer the most comprehensive financial services to institutional and corporate style investors.

This team is positioned to take advantage of the full resources of our firm; from our corporate subsidiaries, our financial advisory team, our renowned Equity Advisory Committee, our economic, strategic, and technical analysts, and everything else that makes up what we represent here at Equiti Financial Services.

Services offered by the our institutional advisory team include:

    • Executive advisory services;
    • Specialised financial and estate planning;
    • Investment portfolio design and implementation;
    • Professional portfolio management;
    • Asset allocation strategies;
    • Guidance on tax-advantaged investments;
    • Insurance strategies and solutions;
    • Education planning and funding;
    • Intra-family gifting strategies;
    • Charitable gift planning and family foundations;
    • Portfolio monitoring and reporting services;
    • Corporate superannuation services;
    • Alternative investments.

If you have questions or would like to learn more about any of these services, please contact our institutional advisory team on 1300 990 990.