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Founded in 2016 to create a corporate trustee whose focus was on providing market leading client service through expertise, professional passion and modern infrastructure.
We provide fiduciary services to major domestic and international institutions including pension funds, insurance companies, banks and global asset management firms. We work with top tier lawyers, international fund administrators and advisors to develop compliant Australian fund structures. We have a razor sharp focus on supporting investment managers in achieving positive outcomes for the long term wealth of the people whose money we take care of.
We continually aim to improve and streamline systems and processes to provide our clients with market leading service levels.
Leading by example, exemplifying client commitment and sound practical expertise.
Our business is owned and operated by a team who are passionate about what we do and are eager in our role in growing and protecting the wealth of investors.
Our people are at the centre of our product offering providing long term commitment to our clients and investors which we service, even through the execution of difficult decisions.
Our culture emphasises impartial integrity in each relationship we form and decision we make.
We work flexibly with our clients to ensure we understand the facts and use common sense to set our course of action. We work with our clients to understand their needs and then adapt our approach to meet their specific needs.
Evolution Trustees is committed to performing real actions and providing real financial support to give back to the community.
We make a living by what we get, but we make a life by what we give – Winston Churchill.
Evolution Trustees’ giving program is focused on supporting Social Purpose Organisations (SPOs) through partnership with Community Capital and Barrenjoey Private Capital
Community Capital’s innovative funding model provides long-term support to Social Purpose Organisations (SPOs), enabling them to scale, achieve sustainability, and deliver greater impact in the community. A defining feature of this model is its commitment to social outcomes: a portion of fees is redirected to not-for-profit organisations, creating a sustainable source of funding for causes that matter.
Evolution Trustees is proud to act as Trustee for the Community Capital Private Equity Fund (CCPE) and the Community Capital Credit Fund (CCCF), established in partnership with Barrenjoey Private Capital.
As Trustee, Evolution Trustees is contributing by offering its services at a reduced fee, ensuring more resources flow directly to the community. In doing so, our role extends beyond fiduciary responsibility – it reflects our commitment to enabling private capital to generate meaningful social benefit and supporting investment structures that deliver lasting positive change.
Pledge 1% is a global initiative and an easy model with a proven track record of helping businesses of all sizes and stages to have an impact. It encourages and empowers companies to donate 1% of their staff time or profit (or both) to any charity and their ethos is to believe in all companies to have the capacity to give.
Profits
Evolution Trustees is proud to be a signatory to the Pledge 1% global initiative, and each year donates at least 1% of its profits towards causes to end slavery.
Staff commitment
Our staff are empowered to make an impact and are encouraged to donate their time to meaningful causes which help reshape the world for the better. In addition to committing 1% of Evolution Trustees’ annual profits to donations, staff have the option to donate 1% of their time during work hours.