Euroz Hartleys (ASX: EZL) — Company Overview, News & Financial Data
Euroz Hartleys provides diverse financial services, including investment banking and wealth management in Australia.
Euroz Hartleys
Euroz Hartleys is a financial services company based in Western Australia that provides wealth management, stockbroking, corporate finance, institutional sales, and investment research services. The company offers financial advice, portfolio administration, and private client broking to individuals and self-managed superannuation funds. Its corporate finance division delivers equity capital raisings, initial public offerings, mergers and acquisitions advisory, and strategic guidance to public and private businesses. Additionally, the business operates an institutional dealing desk focusing on small to mid-cap resources and industrial companies, supported by in-house equity research analysts and institutional investor events.
Snapshot
Products and/or services of Euroz Hartleys
- Private Wealth Management: Provision of personalized wealth management, strategic financial advice, portfolio administration, and retail stockbroking services for high-net-worth individuals, families, and self-managed superannuation funds seeking long-term investment strategies and capital preservation.
- Corporate Finance Advisory: Delivery of equity capital raising services, including initial public offerings, placements, and rights issues, combined with merger and acquisition advisory, corporate restructures, and strategic guidance for listed and unlisted corporate clients.
- Institutional Stockbroking: Provision of trade execution and equity sales services through a dealing desk focused on small to mid-cap companies within the mining, energy, and industrial sectors, connecting institutional investors with investment opportunities.
- Investment Research: Publishing of detailed equity research reports, sector updates, and fundamental company valuations focused on Australian natural resources, energy, and industrial companies to support institutional and private client decision-making processes.
- Funds Management: Management of specialized investment funds and discretionary portfolio mandates, providing asset allocation, equities portfolio construction, and wealth administration services to help wholesale, private, and institutional investors reach defined financial objectives.
- Institutional Investor Events: Hosting of annual equity market conferences, corporate roadshows, executive presentations, and regional site visits designed to link corporate management teams in the resources and industrial sectors directly with institutional financial investors.
Euroz Hartleys executive team
- Mr. Andrew William McKenzieExecutive Chairman
- Mr. Timothy BunneyMD, Head of Institutional Sales & Director
- Mr. Anthony Mark BrittainChief Operating & Financial Officer
- Mr. Anthony David Hewett FCSA, FGIA, GradDipACG, MBusLaw, MSAAGroup Company Secretary
- Ms. Dolly LimFinancial Controller