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Showing 1 - 10 of 35 results for "Mutual Trust"

Aequitas hires former Vanguard consultant

MICHELLE BALTAZAR  |  THURSDAY, 14 MAY 2026
... multi-asset portfolios," it said in a statement. Prior to joining Aequitas, Mark was senior investment analyst at Mutual Trust for two years and was at Vanguard Australia where he helped establish the group's inaugural Portfolio Analytics & Consulting ...

Mutual Trust promotes executive to head of investment solutions

MATTHEW WAI  |  WEDNESDAY, 15 APR 2026
Family office Mutual Trust has promoted one of its directors to the newly created role to reinforce its contemporary wealth offering. Hemant Govan, previously head of research and portfolio management and stationed at the company for over nine years ...

Regal Partners appoints chair-elect

RIDDHIMA TALWANI  |  MONDAY, 13 APR 2026
... Australia's largest life insurers, having served on the board in various committees since 2010. He is also a director of Mutual Trust and the Australian Japan Business Co-operation Committee (AJBCC), chair of the Australian Science Media Centre and the ...

New private credit provider lands down under

MATTHEW WAI  |  THURSDAY, 27 NOV 2025
... financial services. Before transitioning to Tenn Capital in 2024, he served in senior capacities at MaxCap Group, Mutual Trust and Northern Trust in Melbourne. "I know the Australian market incredibly well having spent 12 years living there previously ...

Mutual Trust appoints family office specialist

MICHELLE BALTAZAR  |  THURSDAY, 21 AUG 2025
Mutual Trust, the country's largest multi-family office, recruits the founder of the Women in Family Business Network to join its expanding team. Susanne Bransgrove was appointed partner this month, to be based in Brisbane. Prior to joining the ...

Viola Private Wealth appoints family office wealth adviser

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
Viola Private Wealth has appointed a financial adviser from Mutual Trust, Australia's largest multi-family office, to deliver bespoke, wealth management solutions. The new appointee, Angus Mann, has a 17-year career in financial services, most recently ...

Mutual Trust merges with CMS Private Advisory

JAMIE WILLIAMSON  |  THURSDAY, 7 NOV 2024
Multi-family office Mutual Trust merged with CMS Private Advisory to meet an uptick in demand from South Australian clients. Based in Adelaide, CMS Private Advisory has been operating since 1997, servicing high-net-worth clients across South Australia ...

Mutual Trust adds three partners

ELIZABETH FRY  |  MONDAY, 14 OCT 2024
One of the country's oldest wealth management groups has promoted three staffers to partner. Mutual Trust - the Myer and Baillieu family office - said the promotions reflect the increasing number of ultra-high-net-worth families and individuals ...

Global economy to grow at a slower positive rate

CHLOE WALKER  |  WEDNESDAY, 28 FEB 2024
Members of the Wigmore Association family office network, including Mutual Trust head of investment solutions Simone Rouse, believe that the global economy will continue to expand in 2024, albeit at a slower pace than in 2023. The group's latest 2024 ...

OC Funds Management snares senior investment analyst

ANDREW MCKEAN  |  TUESDAY, 3 MAY 2022
... focus on a range of small to mid-cap businesses. In his early career, Yeoh also worked as an analyst at both NAB and Mutual Trust. Frost said: "Aaron brings significant insights from both his funds' management and sell-side research experience that will ...
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