We transform how financial advisers scale their business for extraordinary growth.

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What We Do

Aequitas Investment Partners deliver institutional-grade managed accounts to help independent financial advisers and dealer groups become champions to their clients and leaders in their field.

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Our Services

Investment solutions that transform advice businesses.

Our comprehensive suite of investment services is designed with one goal in mind: to transform how leading financial advisers and dealer groups scale their business.

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Investment
Consulting

Expert support to enhance your investment advice with insight from licensee management experience.

Portfolio Analysis
& Review

Data-driven analysis tools show portfolio improvements and client benefits with clear evidence.

Bespoke
Research

Independent, unbiased research focused on strategies that deliver genuine client value.

Managed Account Solutions

Institutional-grade, risk-adjusted managed accounts tailored to your clients' goals.

Implementation & Project Management

End-to-end managed account setup with minimal disruption and maximum efficiency.

Investment Governance

Support for transparent, accountable, and robust investment decision-making processes.

Performance Reporting

Clear, regular reports that explain returns and build client understanding and trust.

Our Technology

Institutional-grade analysis platforms for adviser excellence

Our proprietary technology platforms, developed in-house by our Investment team, represent the culmination of decades of investment experience and advanced quantitative expertise.

Aequilibrium™

Our Aequilibrium™ platform goes beyond standard portfolio tools by providing a comprehensive framework to evaluate, compare, and optimise client investments with institutional precision.

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Altum™

Our Altum™ software combines advanced quantitative modelling with comprehensive market analysis to drive superior investment decision-making through deep, multi-layered insights.

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Start scaling your advice business today.

Enhance efficiency and elevate your client experience by leveraging Aequitas' institutional-grade technology and managed account expertise.
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By the numbers

8bn
Our experienced team advises on managing and growing over $8 Billion across our clients portfolios.
100+
We are a group of leaders and experts from the financial services industry with over 100 years of collective experience.
15
A well-established team dynamic over 15 years that translates into efficiency and exceptional client service.
100%
Aequitas is 100% independent and fully staff-owned firm that provides unbiased expertise to all our partners.

Who we are

Strategic investment experts with a legacy of excellence.

With decades of expertise and 15 years of working together, Aequitas’ team delivers strategies that provide advice businesses with the strategic edge to lead in their field.
Meet Our Team
Who we are
BG, 
Partner
“Aequitas’ team is genuine and engaging. We were really impressed with their implementation and onboarding.”
CM
, Private Wealth Manager
“I don't have to worry about the investment piece. Thanks to Aequitas, I can sleep at night knowing our clients’ investment solutions are being looked after.”
RE
, Partner
“Aequitas has provided a massive amount of value and revolutionised our client offering.”

Insights

Daily investment updates directly from our Chief Investment Officers.

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11 Apr 2025

Global macro #9

Trade and tariff wars Relative sanity prevails. What an extraordinary set of headlines to wake up to. Market likes it; we are pleased, in that we did some dip buying, and upped the hedge ratio, trades that are certainly looking good by the light of today, with all the usual caveats about whatever uncertainty tomorrow
11 Apr 2025

Global macro #2

Trade and tariff wars Relative sanity prevails. What an extraordinary set of headlines to wake up to. Market likes it; we are pleased, in that we did some dip buying, and upped the hedge ratio, trades that are certainly looking good by the light of today, with all the usual caveats about whatever uncertainty tomorrow
11 Apr 2025

Global macro #3

Trade and tariff wars Relative sanity prevails. What an extraordinary set of headlines to wake up to. Market likes it; we are pleased, in that we did some dip buying, and upped the hedge ratio, trades that are certainly looking good by the light of today, with all the usual caveats about whatever uncertainty tomorrow
11 Apr 2025

Global macro #4

Trade and tariff wars Relative sanity prevails. What an extraordinary set of headlines to wake up to. Market likes it; we are pleased, in that we did some dip buying, and upped the hedge ratio, trades that are certainly looking good by the light of today, with all the usual caveats about whatever uncertainty tomorrow

Are you wanting to scale your advice practice?

Join the leading advisers and dealer groups who have revolutionised their client offering and operational efficiency through Aequitas' tailored investment solutions and managed account expertise.
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