About us
Who We Are
Investment management purpose-built for scaling advice businesses.
We transform how leading financial advisors and dealer groups scale their business. By combining institutional-grade expertise with truly personal partnership, we deliver tailored investment solutions that help advisors focus on what matters most - their clients’ success.
Our purpose is to empower advisors by simplifying portfolio management.
The value of advice is beyond dispute, and the adviser is the single most important link in the advice chain. We believe that advisers don't have an investment problem—they have an operational portfolio implementation problem.
We created Aequitas to help financial advisers bring their investment philosophy to life through managed accounts, enabling them to focus on what matters most: their clients.
Our Story
Creating a new vision for investment management with fairness, heart and purpose.
In 2020, after a decade of managing over $5 billion at Commonwealth Private and pioneering some of Australia's first separately managed accounts, our founding team saw an opportunity to reimagine how investment management could drive the growth of financial advice businesses.
We chose the name "Aequitas" - the Latin word for fairness and equity - because it captured our fundamental belief that exceptional investment management must be built on a foundation of fairness, genuine partnership, and shared success.
Our journey began with a unique perspective. Having managed both institutional portfolios and a dealer group, we understood that advisers didn't just need another investment solution - they needed a trusted partner who could help them scale while enhancing their client relationships.
This insight shaped our approach. We combined institutional-grade expertise with personal partnership. We built a collaborative team model instead of relying on individual performers. And we developed tailored solutions that could grow with our clients' ambitions.
Our first partners were forward-thinking advice businesses who recognised that scale shouldn't compromise quality. Together, we demonstrated how combining deep expertise with genuine partnership could transform business growth.
Today, we continue to evolve and innovate, combining deep expertise with genuine partnership to transform how advice businesses grow.
Our Team
A team of financial leaders with decades of experience.
Our Values
Our Scale values shape everything we do to ensure we deliver meaningful, long-term value to our partners.
Steadfast Integrity
We are unwavering in our commitment to fairness, honesty, and doing what's right in every interaction.
Collaborative Spirit
We believe in the power of teamwork, fostering an environment where shared knowledge and collective wisdom drive superior outcomes for our clients.
Always Seeking Excellence
We pursue the highest standards in everything we do. Embracing growth, adapting to change, and constantly striving to exceed our clients’ expectations.
Long-Lasting Relationships
We foster trust and care for the long term, building meaningful connections with our clients and within our team.
Expertise through Experience
We trust the knowledge gained from decades of industry experience to help us overcome any challenge.