avatar

Simone Rouse

Director Wealth Management - Family Offices at Mutual Trust Pty Ltd

Simone Rouse is the Director Wealth Management - Family Offices at Mutual Trust Pty Ltd based in Australia.

Get Full Access To Simone Rouse's Info

Contact Information

Last Update
06/15/2021
Business Email
****@****.***
Direct Phone
********
HQ Phone
********
Location
Director Wealth Management - Family Offices at Mutual Trust Pty Ltd

Current Workplace

Location

Australia

Industry

Financial Services

Description

Mutual Trust’s purpose is to help families achieve what matters most. Mutual Trust was formed in the 1930s to manage the affairs of the Baillieu family and in 2017 expanded to include the Myer families. Today, Mutual Trust has evolved to service many of Australia’s wealthiest families and individuals. In 2019, Mutual Trust is Australia’s largest multi-family office with 200 employees and four offices nationally. Mutual Trust is a multi-disciplinary and privately owned financial services firm with experts in family office, wealth management, business succession, trustee, banking services, investments, property, philanthropy, tax and accounting. Mutual Trust embodies a tradition of entrepreneurial spirit and commercial success with a family ethos that permeates everything they do. The team at Mutual Trust pride themselves on being the exceptional multi-family office by: Caring for our families, our people and communities, not just their finances Delivering what they require under one roof Providing pre-eminent independent advice Enabling our families to have a positive impact on society

Discover more about Mutual Trust Pty Ltd

Simone Rouse Work Experience and Education

Work Experience

Vice President - Institutional Equity Sales New York
Credit Suisse
Investment Management Product Head
Crestone Wealth Management
Head of Investment Management, Australia
UBS
Executive Director - Institutional Equity Sales
Goldman Sachs
Director Wealth Management - Family Offices
Mutual Trust Pty Ltd

Education Background

0

AICD

0

Chartered Financial Analyst CFA

Money, Banking and Finance Major and Japanese

University of Melbourne

View Simone Rouse's full profile

View Colleagues

Vanessa Perri
Manager - Investment & Cash Operations - Wealth Management at Mutual Trust Pty Ltd
Tom Wilson
Investment Specialist at Mutual Trust Pty Ltd
Craig Retallack
Client Services Director at Mutual Trust Pty Ltd
Frederick Cotter
Director Of Client Relations at Mutual Trust Pty Ltd

Find more contacts

Organization Chart - Mutual Trust Pty Ltd

image

Simone Rouse

Director Wealth Management - Family Offices

We have who you are looking for

Information without innovation is just data
View 's Full Org-Chart

Similar Profiles

Profiles With a Similar Job Level

Goksel Baydar

Contract and Procurement Director

Louise Martineau

Director of Operations

Robert Lording

Security Director - Asia Pac

Catalin Tudose

Sr. Director - Head of CS LD Service Lifecycle Management (SLM)

Michaela Märkl

Director Marketing Communications

Annie Peck Watman

Associate Area Director, South Shore Long Island

Trudy Hall

Director of Strategic Initiatives

Serena Chiesura

Head of Corporate Public Relations

Daniel Fasnacht

Fellow, Lecturer, Programme Director

Patrick Beauchesne CA

Director of Finance

Frequently Asked Questions regarding Simone Rouse

What company does Simone Rouse work for?

Simone Rouse works forMutual Trust Pty Ltd

What is Simone Rouse’s email address?

Simone Rouse’s email address is ****@****.***

What is Simone Rouse’s direct phone number?

Simone Rouse’s direct phone number is ********

What is Simone Rouse’s latest job experience?

Simone Rouse’s latest job experience is Director Wealth Management - Family Offices
President at Mutual Trust Pty Ltd

Which industry does Simone Rouse work in?

Simone Rouse works in the industry of Architecture, Engineering & Design, Construction. ..

Who are Simone Rouse’s colleagues?

Simone Rouse’s colleagues are Vanessa Perri, Tracy Conlan, Simone Rouse, Tom Wilson, Hemant Govan, Renee Hayes, Craig Retallack, Frederick Cotter, Darla Craven, Brigid Stewart.

What is Simone Rouse’s role in Mutual Trust Pty Ltd?

Simone Rouse’s role inMutual Trust Pty Ltd is Director Wealth Management - Family Offices

What is Simone Rouse’s business email address?

Simone Rouse’s business email address is ****@****.***

What is Simone Rouse’s direct phone number?

Simone Rouse’s direct phone number is **** ****

What is Simone Rouse’s HQ phone number?

Simone Rouse’s HQ phone number is **** ****

What is Simone Rouse’s latest education?

Simone Rouse’s latest education in AICD

See more information about Simone Rouse