Our Services
How We Can Help
Solutions that transform advice businesses.
Our comprehensive suite of investment services is designed with one goal in mind: to transform how leading financial advisors and dealer groups scale their business.
By combining institutional-grade expertise with truly personal partnership, we deliver tailored solutions that help you focus on what matters most—your clients' success.
Investment
Consulting
As an extension of your team, we provide the expertise, resources, and support you need to deliver exceptional investment advice. Our deep experience managing licensees gives us unique insight into your challenges and complexities.
What We Deliver
Strategic Investment Guidance
Alignment with your firm's investment philosophy and goals.
Implementation Support
Project management and business integration of investment solutions.
Dealer Group Expertise
Specialised support for licensees and their unique challenges.
Governance Support
Creation and documentation of investment committee papers and meeting management.
Success Story
Portfolio Analysis
& Review
Our proprietary portfolio analysis tools allow us to examine your client portfolios and demonstrate with clear evidence how changes can improve their financial position.
What We Deliver
Comprehensive Portfolio Assessment
Detailed analysis of current investments and strategies
Risk/Return Optimisation
Identification of inefficiencies and improvement opportunities
Client-Ready Visualisations
Clear, compelling graphics that make complex data accessible
Implementation Roadmaps
Step-by-step guidance for portfolio transitions
Success Story
Bespoke
Research
As a 100% staff-owned business, our investment solutions are built on unbiased research, free from external influences. This independence allows us to focus solely on strategies that deliver real value to you and your clients.
What We Deliver
Equity Research
In-depth analysis of domestic and international equities
Fund Manager Evaluation
Comprehensive assessment of managed funds and ETFs
Asset Class Insights
Detailed sector and asset class analysis
Customised Research
Tailored analysis addressing your specific questions and needs
Managed Account Solutions
With a strong background in institutional funds management, our team applies this same rigour to the financial advice market. We deliver risk-adjusted strategies and bespoke managed accounts that align with your clients' financial goals.
What We Deliver
Bespoke Managed Accounts
Custom-built solutions designed specifically for your business, reflecting your unique investment philosophy and client needs.
Private Label Managed Accounts
Private label investment solutions that carry your brand, maintaining your identity while leveraging our expertise.
Proprietary Managed Accounts
Ready-made, proven solutions for efficient implementation, available across multiple platforms.
Success Story
Implementation & Project Management
Our implementation process is designed to minimise disruption and maximise effectiveness. We handle every aspect of building, designing, and implementing managed accounts within your business.
What We Deliver
End-to-End Project Management
Comprehensive oversight from planning to launch
Platform Integration
Seamless connection with your existing systems and processes
Staff Training
Equipping your team with the knowledge to leverage your new solution
Client Transition Support
Materials and guidance for communicating changes to clients
Investment Governance
We provide comprehensive investment governance support, ensuring transparency, accountability, and robust decision-making in your investment processes.
What We Deliver
Investment Committee Support
Preparation of comprehensive committee papers
Risk Management Frameworks
Development of structured approaches to investment risk
Compliance Documentation
Creation and maintenance of required documentation
Regular Reviews
Ongoing assessment and reporting of investment outcomes
Performance Reporting
Our performance reporting keeps you and your clients informed about the factors driving returns, providing regular updates and clear insights that build confidence and understanding.
What We Deliver
Comprehensive Performance Analysis
Detailed breakdown of portfolio performance
Attribution Reporting
Clear explanation of what's driving returns
Client-Ready Communications
Materials designed for sharing with your clients
Regular Updates
Timely information on portfolio changes and market events
Our Commitment
At Aequitas, we believe that exceptional investment management must be built on a foundation of fairness, genuine partnership, and shared success.
Our team brings over 100 years of combined experience in financial services, with a proven track record of helping advisers transform their businesses through robust investment solutions.
Our Technology
Institutional-grade analysis platforms for advisory excellence.
Our proprietary technology platforms, developed in-house by our Investment team, represent the culmination of decades of investment experience and advanced quantitative expertise.