Wealth
Experience that matters
Mutual Trust has consistently enabled ultra-wealthy and high-net-worth families, individuals and foundations to protect and grow their capital across multiple generations and achieve financial prosperity.
We deliver a highly personalised wealth management service which incorporates strategic investment advice, portfolio management, custody and administration.
The investment landscape is highly fragmented. We make it easier by curating the best investment opportunities across all asset classes and creating a single, consolidated portfolio for each client based on their unique needs.
The value we deliver goes beyond premium investment management services. We consider each client’s Purpose of Wealth, whole balance sheet, lifestyle requirements and tax position to provide comprehensive wealth advice. We also combine our investment expertise with our tax, accounting, superannuation and Family Office capabilities to provide a fully integrated service. This removes complexity and delivers all the services required to successfully manage financial capital under one roof. In general, other investment firms do not offer these capabilities.
“ Success to me is building a wealth management service that has evolved to be the best in Australia. To be a thought leader and to achieve maximum outcomes for our clients.”
Hemant Govan – Partner, Wealth
Everything under one roof
We have significant research capability across all the major asset classes, with particularly deep expertise in unlisted and alternative asset classes, such as property (equity and debt), infrastructure, private credit, venture capital and private equity.
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Australian equities
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International equities
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Property & infrastructure
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Alternative assets
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Fixed income
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Cash
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Responsible Investments
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Leverage global relationships
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Strong investment governance framework
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Single point of contact for all your wealth management needs
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Access to private opportunities and funds in property, private equity and venture capital
Mutual Trust holds an AFSL, acts as a licensed custodian and is an ASX CHESS participant.
Our highly qualified team has experienced many market cycles and works with families to tailor long-term strategies and build resilient, multi-asset class portfolios. In this way, we help families to protect and grow their capital and endure the unexpected nature of economic and market conditions.
We are always on your side
Our transparent business model is structured to ensure everything we do is in the best interests of our select client base. We are salaried, non-commissioned professional investment Advisors with no affiliation to any major financial institution or broker. This enables us to deliver purely objective investment advice for the long-term.
Considered engagement with clients
Every client is different. We develop a strong understanding of their unique requirements by building long-standing relationships as trusted Advisors across multiple competencies.
Whole of balance sheet reporting
Our integrated service provides whole of balance sheet reporting including private property, private investment, artwork and lifestyle assets.
Robust governance
Strong investment governance frameworks improve decision making and return outcomes. Through a highly personalised approach, we apply institutional rigour and quality to all investment and risk processes.
A transparent business model
We are salaried, non-commissioned professional Advisors with no affiliation to any major financial institution or broker. We are always on the client’s side of the table.
“ Working with families who have an intergenerational investment horizon enables us to think differently about our approach. Time and patience mean we can be very selective about what investments we recommend.”
Peter Antonie, OAM – Partner, Wealth
Creating a bespoke investment strategy
Acting in the best interests of our clients is at the heart of Mutual Trust’s investment philosophy. This includes a strong focus on generating a diversified and reliable source of income and capital growth, that will not only support our clients’ future aspirations, but also protect against the long-term effects of inflation. We strive to achieve this with minimum risk and complexity.
We seek to advise on long-term, diverse portfolios managed under robust investment governance frameworks.
Our comprehensive investment reporting provides transparency and assurance with 24/7 online access to portfolio data. Often a laborious and time-consuming task, investment reporting can divert resources and headspace away from other more strategic matters for Family Offices.
Designed to reduce the administrative burden of collecting, verifying and analysing financial information, our platform reports across all assets through a single source report. This helps our clients to make better informed and more timely investment decisions.
Responsible Investment
“ Why wouldn’t you want to invest in companies that are profitable, generate good returns and make the world a better place?”
Phil Harkness – CEO and Managing Partner
Memberships
Mutual Trust is a member of the Responsible Investment Association Australasia (RIAA) and Shared Value Project. In May, 2024, Mutual Trust was recognised by Shared Value Project with the Highly Commended award for Investing. All of our Advisors have completed the Principles of Responsible Investment (PRI) Academy’s Understanding Responsible Investing certification.
Our Experts
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Jono Gourlay
Partner, Head of Wealth
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Peter Antonie, OAM
Partner, Wealth
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Andrew Walsh
Partner, Wealth
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Michael Downes
Partner, Wealth
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Tanya Vanderpoel
Partner, Wealth
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Beni Pietropiccolo
Partner, Wealth
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Simone Rouse
Partner, Head of Portfolio Solutions & Responsible Investment
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Hemant Govan
Partner, Head of Research & Portfolio Management
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Bruce Budd
Partner, Head of Equities
