Established in 1998 with our roots in New South Wales, EQR is an client-led investment company, offering wealth management, asset management, and trading.

Our purpose is to build responsible partnerships with our clients, colleagues, communities and the companies in which we invest, in order to safeguard and transmit wealth, to all kinds in the service of the real economy.



2.Entrepreneurial spirit

3.Long-term thinking



The notion of partnership embodies respect, trust and independence over the long term. It means embracing diversity and promoting inclusion

Independance, long term thinking, partnership and responsibility are nothing if we do not keep our entrepreneurial spirit alive. It is the fate of many businesses that they lose their boldness, adaptability and originality as they grow. They become process driven bureaucracies. EQR is determined to stay true to its entrepreneurial origins

To think long term means to resist the temptations of short term fashion in favour of sustainable decision making. Both our investments and our business have a long term focus.

Our independance is protected by the absence of external shareholders. It means we are free to concentrate on the interests of our clients, colleagues, communities and the companies in which we invest. This allows the independance of mind that is crucial to successfull investment performance

Responsibility goes hand in hand with long term, partnership approach. It means having a sense of responsibility and integrity not only towards the present generation but also to future generations and to the real economy and the wider world. This is true sustainable thinking

 From a diverse background of investment banking, financial analysis and research, quantative and algorithmic trading through to compliance and private equity specialists our team covers the whole spectrum of the markets for our clients advantage

Environmental approach

Find out more about the measures EQR is taking to reduce its environmental impact.

For more information about what we can do for you please get in touch with us

or speak with your advisor