Australian Executor Trustees (AET) manages over 1,500 private portfolios for high net worth individuals and not-for-profit organisations, with $1.5 billion in funds under management.

We have a long history of providing portfolio management services, and we will work with you to establish an investment portfolio that meets your needs today and in the years ahead.

Our personal portfolio managers are a team of qualified financial planning and investment professionals who are supported by specialists in taxation, superannuation and estate planning.

Portfolio Solution Service

AET’s Portfolio Solution Service offers individuals financial advice, active portfolio management and professional portfolio administration. This flexible service enables you to delegate to AET some or all aspects of your financial affairs, giving you more freedom to focus on other areas of your life.

Download the Portfolio Solution Service fact sheet.

Find out more

To find out more about our private portfolio management services, call AET on 1800 882 218.