Family Office

Mutual Trust Pty Ltd

Mutual Trust Pty Ltd has been built on the proud history and service excellence of the Baillieu Family Office. Initially servicing the Baillieu Family, Mutual Trust now provides a diversified range of services for a select group of families and clients.

Headquarters
Melbourne, Victoria
Asset classes & sectors
All SectorsResidential

Decision-makers

Maria Lui
Head of VIC & Head of Family Office
Robert Hemphill
Chartered Accountant, Family Office Leadership Team Member
Peter Antonie
OAM, CIO
Simone Rouse
Partner and Head of Portfolio Solutions and Responsible Investing
Hemant Govan
Partner and Head of Research and Portfolio Management
Jono Gourlay
Partner and Head of Wealth
Bruce Budd
Partner and Head of Equities
Jeff Steiner
Head of Family Office
Phil Harkness
CEO and Managing Partner
Daniel Luth
Senior Analyst, Equities
Craig Retallack
Chartered Accountant, Family Office Leadership Team Member
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