Mutual Trust Pty Ltd logo

Mutual Trust Pty Ltd jobs and careers

Melbourne, Australia

About Mutual Trust Pty Ltd

Mutual Trust provides integrated wealth and professional services to some of Australia’s most successful families, family businesses, trustees, not-for-profits and individuals. We build purposeful, long-term relationships with our clients to help preserve their wealth for future generations and their communities. Building and sustaining significant family wealth and values does not just happen. It takes careful planning and deep engagement across generations. We work with our clients to establish a clear vision, shared passion and definition for the purpose of their wealth. With this focus and alignment, we help to protect and grow wealth for generations to come. Initially founded in 1921 by William Lawrence Baillieu (W.L. Baillieu) and his four brothers as a vehicle to provide accounting and trustee services for the Baillieu family, Mutual Trust has grown and evolved over the years to meet the needs of a changing world. In 2017, following the union of Mutual Trust and The Myer Family Company Limited (MFCo), Australia’s largest multi-family office was formed. We are a purpose-led organisation. Our Purpose is to help families achieve what matters most. We pride ourselves on: - 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 We do this with people who are excellent, heartfelt, inspiring and principled. In doing so, we will be the exceptional Multi-Family Office. Mutual Trust has 200 employees and four offices nationally and is the trusted partner to many of Australia’s wealthiest families and individuals.

Employees
125
Headquarters
Melbourne

Leadership

The top of Mutual Trust Pty Ltd's org chart, with how many people report into each leader.

PHPhoto of Phil Harkness

Phil Harkness

CEO & Managing Partner

69 reports

HGPhoto of Hemant Govan

Hemant Govan

Partner - Head Of Research And Portfolio Management

18 reports

JGPhoto of Jono Gourlay

Jono Gourlay

Partner - Head Of Wealth

11 reports

JS

Jason Smith

Head Of Corporate Services And Chief Financial Officer

8 reports

TCPhoto of Tracy Conlan

Tracy Conlan

Partner, Head Of Strategy

6 reports

THPhoto of Tom Holbeach

Tom Holbeach

Partner, Head of Technology Solutions and Data

5 reports

BB

Bruce Budd

Partner, Head Of Equities

4 reports

PMPhoto of Philippa Marshall

Philippa Marshall

Partner, Head Of Legal, Risk, Compliance & Governance

2 reports

JBPhoto of Julian Butler

Julian Butler

Partner & Head of WA

Jobs at Mutual Trust Pty Ltd

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