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Corporation
eqt.com.au

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Investments

1

Partners & Customers

6

About EQT Holdings

EQT Holdings is the parent company of EQT Trustees, an Australian wealth management firm.

EQT Holdings Headquarter Location

Level 1, 575 Bourke St

Melbourne, Victoria, 3000,

Australia

1300-133-472

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Latest EQT Holdings News

EQT posts 43% growth in FUMAS

Aug 19, 2021

EQT Holdings has announced a 43% year-on-year growth in funds under management, administration and supervision to $144 billion for the year while the revenue has risen 5.9% to $101 million. At the same time, net profit after tax and earnings per share increased more than 10% , helped by industry demand for an independent fiduciary model, the firm said in the announcement made to the Australian Securities Exchange (ASX). The shareholders would receive a final dividend of 47 cents per share, bringing the total to 91 cents for the full year, up 1 cent on the prior year. Related News: EQT’s managing director, Mick O’Brien, said the trend to outsource fiduciary services had helped to support the firm’s model and drive momentum across the business. Following that, due to strong growth in the superannuation business, financial reporting lines would be split into three trustee service area businesses going forward including, trustee and wealth, superannuation and corporate. “This will enable each business to focus and prosper in its areas of strength as well as improving transparency,” he said. “Our superannuation business achieved exceptional growth during the year, with funds more than tripling from $11.2 billion to $33.6 billion. We are now trustee for more than 600,000 members across 15 superannuation funds.”  According to O’Brien, the outlook for Equity Trustees was positive. “Our funds under management, administration and supervision growth should continue to underpin future revenue growth, while we scale up areas of the business that show the greatest scope for growth and target new areas such as innovative fund structures, debt, loan and real asset arrangements.”

EQT Holdings Investments

1 Investments

EQT Holdings has made 1 investments. Their latest investment was in SHL Medical as part of their Corporate Minority on December 12, 2019.

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EQT Holdings Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

12/19/2019

Corporate Minority

SHL Medical

Yes

1

Date

12/19/2019

Round

Corporate Minority

Company

SHL Medical

Amount

New?

Yes

Co-Investors

Sources

1

EQT Holdings Acquisitions

2 Acquisitions

EQT Holdings acquired 2 companies. Their latest acquisition was Zurich Australian Superannuation on February 25, 2019.

Date

Investment Stage

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Total Funding

Note

Sources

2/25/2019

$99M

Acquired

2

10/25/2017

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$99M

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10

Date

2/25/2019

10/25/2017

Investment Stage

Companies

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Valuation

$99M

$99M

Total Funding

Note

Acquired

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Sources

2

10

EQT Holdings Partners & Customers

6 Partners and customers

EQT Holdings has 6 strategic partners and customers. EQT Holdings recently partnered with Partners Group on April 4, 2022.

Date

Type

Business Partner

Country

News Snippet

Sources

4/5/2022

Client

Switzerland

1

10/4/2021

Vendor

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10

5/17/2021

Client

Hong Kong

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10

11/3/2016

Partner

United States

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10

6/19/2014

Vendor

Virgin Islands (British)

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10

Date

4/5/2022

10/4/2021

5/17/2021

11/3/2016

6/19/2014

Type

Client

Vendor

Client

Partner

Vendor

Business Partner

Country

Switzerland

Hong Kong

United States

Virgin Islands (British)

News Snippet

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Sources

1

10

10

10

10

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