Mutual Trust Pty Ltd
Financial ServicesView the employees at
Mutual Trust Pty Ltd-
Brad Simmons Family Office Executive | Family Wealth Expert | Family Business Advisor
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Adelaide, South Australia, Australia
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Rising Star
Taryn Collins Executive Business Manager at Mutual Trust Pty Ltd-
Perth, Western Australia, Australia
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Rising Star
Kerri Reynolds Partner at Mutual Trust Pty Ltd-
Greater Adelaide Area
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Rising Star
Mark Kyriakou Senior Accountant at Mutual Trust Pty Ltd-
Greater Melbourne Area
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Rising Star
Bruce Budd Partner, Head of Equities at Mutual Trust Pty Ltd-
Melbourne, Victoria, Australia
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Rising Star
Overview
Mutual Trust’s purpose is to help families achieve what matters most. Mutual Trust was formed in the 1930s to manage the affairs of the Baillieu family and in 2017 expanded to include the Myer families. Today, Mutual Trust has evolved to service many of Australia’s wealthiest families and individuals. In 2019, Mutual Trust is Australia’s largest multi-family office with 200 employees and four offices nationally. Mutual Trust is a multi-disciplinary and privately owned financial services firm with experts in family office, wealth management, business succession, trustee, banking services, investments, property, philanthropy, tax and accounting. Mutual Trust embodies a tradition of entrepreneurial spirit and commercial success with a family ethos that permeates everything they do. The team at Mutual Trust pride themselves on being the exceptional multi-family office by: Caring for our families, our people and communities, not just their finances Delivering what they require under one roof Providing pre-eminent independent advice Enabling our families to have a positive impact on society
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