Euroz Hartleys Group Limited ("Euroz Hartleys Group") is a diversified financial services company. Euroz Hartleys Group has a stockbroking division, Euroz Hartleys Limited. Our specialist wealth management operation is Entrust Wealth Management ("Entrust") and funds management division is Westoz Funds Management ("WFM").
WFM is a wholly owned subsidiary established in 2005 to undertake the management of wholesale investment funds on behalf of clients. WFM holds an AFSL and currently manages portfolios of Australian equities on behalf of two listed investment Companies, Westoz Investment Company Limited and Ozgrowth Limited.
Entrust is a leading Western Australian based wealth management business founded in 2002 by Graeme Yukich, Andrew Fry and Brad Gordon. Entrust provides a premium wealth management service for serious investors who value effortless access to the knowledge of highly experienced professionals.
Euroz Hartleys is a participant of the Australian Stock Exchange Group and Chi-X and provides services to institutional, corporate and high net worth individuals, in predominantly Western Australian based industrial and resource companies. Our services include:
Research
Analysts provide clients with regular research based on fundamental analysis, strict financial modelling and regular company contact.
Institutional Sales
Institutional dealers have significant long term relationships with major institutional investors in Australia, Europe, Asia and North America.
Private Wealth
Provide quality investment and trading advice, wealth management and portfolio administration services.
Corporate Finance
Our services include equity capital raisings and M&A advice.