Your independent investments, research and advisory services team

Aequitas Investment Partners delivers reliable portfolio solutions to protect and grow investors' wealth.

Why Aequitas?

We strengthen your investment capabilities and free up your time by supporting you with:

  • multi-asset and direct equity portfolios
  • investment strategy and selection
  • client portfolio analytics and best interest evidence
  • client communications and advice text
  • bespoke research
  • help to answer your client questions
  • joint client meetings and events
  • tools to deliver efficient advice

The team has delivered outperformance of key benchmarks, in a range of market conditions.

Our differentiators

Over 100 years of experience