Welcome to Equitas Asset Management

A boutique Australian financial services business

Our Services

ASSET MANAGEMENT

We explore the global investment universe for asset allocation ideas.

FUND INCUBATION

 We support new funds management businesses.

PRIVATE EQUITY

 We seek private capital investments in small to medium sized businesses.

CORPORATE ADVICE

 We offer advice about corporate transactions, capital raisings, listings, and strategy.

Our philosophy is revealed by the meaning of our name: equality, impartiality and integrity.

Equitas’ (noun, alt. ‘aequitas’) derived from the Latin aequus (“equal, even”) +‎ –tās (“-ity”), meaning:

1
uniformity, evenness, equalness
2
equality, equanimity
3
impartiality, fairness, justice

Our Services​

We explore the global investment universe for asset allocation ideas.

 We support new funds management businesses.

 We seek private capital investments in small to medium sized businesses.

We offer advice about corporate transactions, capital raisings, listings, and strategy.

Our philosophy is revealed by the meaning of our name: equality, impartiality and integrity.

Equitas(noun, alt. ‘aequitas’) derived from the Latin aequus (“equal, even”) +‎ –tās (“-ity”), meaning:

  1. uniformity, evenness, equalness
  2. equality, equanimity
  3. impartiality, fairness, justice

Our philosophy is revealed by the meaning of our name: equality, impartiality and integrity.

Equitas(noun, alt. ‘aequitas’) derived from the Latin aequus (“equal, even”) +‎ –tās (“-ity”), meaning:

  1. uniformity, evenness, equalness
  2. equality, equanimity
  3. impartiality, fairness, justice

Why us

WE HAVE EXPERIENCE
Have over 20 years of experience in financial markets

WE HAVE EXPERIENCE

We have over 25 years of experience in financial markets.
We work with you
We strive to understand client goals and work in a transparent way to exceed client expectations.

WE WORK WITH YOU

We strive to understand client goals and work in a transparent way to exceed client expectations.
We are client focused
We are client focused and act with integrity in everything we do.

WE ARE CLIENT FOCUSED

We are client focused and act with integrity in everything we do.
We provide ongoing support
We remain committed to helping clients and partners for as long as our support is needed.

WE PROVIDE ONGOING SUPPORT

We remain committed to helping clients and partners for as long as our support is needed.

Why Us

We have experience

We have over 25 years of experience in financial markets.

We work with you

We strive to understand client goals and work in a transparent way to exceed client expectations.

We are client focused

We are client focused and act with integrity in everything we do.

We provide ongoing support

We remain committed to helping clients and partners for as long as our support is needed.

What We Do

We explore the global investment universe for asset allocation ideas:

  • we give investment advice
  • we help construct investment portfolios
  • we find alternative investments
  • we help align investment exposure with the changing risk environment

We support new funds management businesses:

  • we help structure, establish, and support new funds management businesses
  • we find seed and working capital
  • we source AUM
  • we offer strategic advice
  • we help manage stakeholders, sales and exits

We seek private capital investments in small to medium sized businesses:

  • we seek debt and equity capital investments in small to medium sized public and private businesses
  • we structure capital raisings
  • we supply board representation
  • we offer strategic advice both to start-ups and investors

We help with:

  • mergers and acquisitions
  • divestitures
  • capital raisings
  • stakeholder management
  • listings