Entrust Wealth Management
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Entrust sets out to provide clients with the same investment opportunities available to the funds management industry, combined with the foresight of strategic financial planning and the transparency of quality listed securities.
Graeme Yukich founded Entrust in 2002 and was joined shortly after by senior investment advisors Andrew Fry and Brad Gordon in January 2003.
In 2015, it merged with stockbroker and fund manager Euroz.
In September 2019, Entrust Private Wealth Management changed its name to Entrust Wealth Management.
Contact Details
Level 18, Alluvion, 58 Mounts Bay Road, PERTH WA 6000
08 9476 3900
Company Activity
| UPDATED: Fund Managers list | 13 Dec 2021 |
| NEW ROLE: Rowan Jones, Managing Director | 17 Jun 2021 |
| NEWS: Tagged in Canaccord poaches Euroz exec | 17 Jun 2021 |
| NEWS: Tagged in New board members for West Coast, Football West | 29 Apr 2021 |
| NEWS: Tagged in Entrust takes long view on growth | 05 Aug 2020 |
| UPDATED: Fund Managers list | 24 Jul 2020 |
| UPDATED: Fund Managers list | 20 Jul 2020 |
| UPDATED: Fund Managers list | 20 Jul 2020 |
| NEW ROLE: Christian Golding, Chief Operating Officer, Head of Technical Services | 14 Jul 2020 |
| NEW ROLE: Christian Golding, Head of Private Wealth Operations | 14 Jul 2020 |
News Articles
Related Information
Notable People
| Name | Position | Year Started |
|---|---|---|
| Managing Director Senior Investment Advisor, Director since 2016 (2008 to 2021) | 2021 |
| Group Chief Operating & Financial Officer, Executive Director | 2007 |
| Senior Investment Advisor, Director Executive Chair (2017 to 2019) | 2003 |
| Director, Senior Investment Advisor Senior Advisor (2015 to 2019) | 2019 |
| Director, Senior Investment Advisor | 2003 |
| Investment Adviser, Associate Director | 2003 |
| Director, Senior Investment Advisor Chief Investment Officer (2015 to 2019) | 2015 |
| Investment Advisor, Associate Director since 2019 Senior Paraplanner (2011 to 2013) | 2013 |
| Investment Advisor, Associate Director since 2019 | 2008 |
Past People
| Name | Position | Year Started | Year Ended |
|---|---|---|---|
| Robert Black | Director | 2023 | |
| Anthony Hewett | Company Secretary | 2017 | 2022 |
| Kelsey Lang | Client Service Administrator | 2018 | 2021 |
| Chris Webster | Executive Director, Managing Director since 2019 | 2016 | 2021 |
| Rowan Jones | Senior Investment Advisor, Director since 2016 | 2008 | 2021 |
| Andrew Fry | Executive Chair | 2017 | 2019 |
| Duncan MacKintosh | Chief Investment Officer | 2015 | 2019 |
| Simon Montgomery | Associate Director | 2014 | 2019 |
| Phil George | Senior Advisor | 2015 | 2019 |
| Christian Golding | Head of Advice | 2016 | 2018 |
| Christian Golding | Head of Private Wealth Operations | 2015 | 2016 |
| Christian Golding | Chief Operating Officer, Head of Technical Services | 2007 | 2015 |
| Graeme Yukich | Founder, Managing Director | 2002 | 2015 |
| Grant Vernon | Chief Executive | 2012 | 2013 |
| Matthew Reece | Senior Paraplanner | 2011 | 2013 |
| Ben Snedeker | Advisor | 2006 | 2012 |
| Matthew Reece | Paraplanner | 2008 | 2011 |
| Joel Ridley | Investment Advisor | 2005 | 2011 |
| Andrew Chapman | Senior Investment Adviser | 2004 | 2011 |
| Mike Parker | Chief Operating Officer | 2007 | 2010 |
| Robert Prince | Associate Director | 2014 |
M&A Deals
| Announced | Bidder | Target | Transaction Type | Total Value | |
|---|---|---|---|---|---|
| 03/07/15 | Euroz Hartleys | Entrust Wealth Management | Acquisition | $7.8m | >> |
| 02/03/12 | Entrust Wealth Management | Finovia | Acquisition | $0 | >> |
