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Irish Chamber

2019 Finalist - Equity Trustees

Irish Australian Business Awards Peoples Choice 2019

Equity Trustees is a worthy winner of the International Trader Award as an Australian company which has seen the opportunity Ireland has presented not just to expand our global footprint, but as ideal positioning to serve a growing global market marked by increasingly interconnected regional markets. Global fund managers can rely on a trusted 130 years-strong reputation of a company with highly specialised and proven expertise in governance, compliance and support services which deliver the best value and protection to investors. 

Equity Trustees is a highly regarded heritage Australian brand, established in 1888 to provide independent and impartial Trustee and Executor services to help families throughout Australia protect their wealth. As Australia’s leading specialist trustee company, we offer a diverse range of services to individuals, families and corporate clients including asset management, estate planning, trust management, philanthropic services and corporate fiduciary services for investment and superannuation funds.

A significant part of our business is the Corporate Trustee and Fund Services division, which was established nearly 20 years ago in Australia. It provides responsible entity (RE) services for nearly 300 managed funds (almost 130 fund managers) as well as corporate trustee services for structured products and security and escrow arrangements. Our RE services are the clear market leader for the provision of these services for Australian fund managers, and international fund managers with funds domiciled in Australia.

In search of business expansion, and after much research globally on regional demand for these highly specialised services in funds governance, Equity Trustees purchased a majority share in a boutique UK-based business which provided like-services to UK-based fund managers. Ultimately, the strategy was to also establish a presence in Ireland in order to better service the market in Europe and take part in the active globalisation of fiduciary services for markets with a combined USD $70 trillion+ of funds. The advent of Brexit, and the uncertainty surrounding the model of the UK departure from the EU brought forward the plans to initiate the new site – including locating an office in Dublin’s financial area, employing local expertise and securing authorisation to operate from the Central Bank of Ireland.

The Dublin office of Equity Trustees Fund Services opened its doors in February 2019, with two employees filling newly created positions, and more professional, specialised roles to be filled by Irish citizens as we grow the business. They are supported by our large Australia-based team.

Between the London and Dublin locations, Equity Trustees has positioned for growth in the provision of Authorised Corporate Director, Alternative Investment Fund Manager and UCITS Management company services on behalf of local and international managers.

Equity Trustees believes there is great opportunity to grow in Dublin which means we will be able to grow our contribution to the local economy, employment and investment as we expose our current local and global fund manager clients to the benefits of expanding products into the EU and Asia markets via Dublin and attracting new global clients.