Euroz Hartleys Limited
Overview
Euroz Hartleys Limited is a Western Australian financial services firm specializing in wealth management, stockbroking, corporate finance, institutional sales, and targeted research services. The company was formed in 2020 through the merger of Euroz Limited and Hartleys Limited, combining two of Western Australia's most established financial services businesses. With a history dating back to 1955, Euroz Hartleys has developed deep relationships across Western Australia's resources and industrial sectors, providing a comprehensive understanding of the local investment landscape. The firm's Private Wealth division offers tailored wealth management services, focusing on wealth creation and preservation for high-net-worth individuals, companies, and self-managed superannuation funds. The Corporate Finance team provides a full range of services, including equity capital markets, mergers and acquisitions, and strategic advisory. Additionally, Euroz Hartleys' Institutional Sales and Research divisions specialize in small to mid-cap institutional dealing, with a strategic focus on Western Australian resources, energy, mining services, and industrial companies. Euroz Hartleys has a strong track record of delivering value to its clients and shareholders. As of June 30, 2022, the company reported funds under management exceeding $3.37 billion and a market capitalization of $356 million. Over the past 22 years, Euroz Hartleys has paid fully franked dividends totaling more than $271 million, reflecting its commitment to shareholder returns. The company's experienced management team and stable board have been instrumental in its growth and success in the financial services industry.
Investment Focus
- Focus on Australian market
- Preference for investments in resources, energy, mining services, and industrial sectors
Portfolio Companies
Reach Euroz Hartleys Limited directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Euroz Hartleys Limited
What sectors does Euroz Hartleys Limited invest in?
Euroz Hartleys Limited invests in Financial Services, Energy, Resources, Mining Services and Industrial Companies, and is based in Perth, Australia. Euroz Hartleys Limited is listed as a institutional investor in the ConnectSafely investor database.
What stage does Euroz Hartleys Limited invest at?
Euroz Hartleys Limited backs companies at Early Stage, Growth, Late Stage, Pre-IPO, Buyout and Turnaround, writing cheques of 1M - 50M.
Which regions does Euroz Hartleys Limited invest in?
Euroz Hartleys Limited invests across Australia.
Who are the partners at Euroz Hartleys Limited?
Team members listed for Euroz Hartleys Limited include Dolly Lim (Chief Financial Controller) and Donna Caird (Head of Risk).
What companies has Euroz Hartleys Limited invested in?
Euroz Hartleys Limited's portfolio includes Mincor Resources, Perseus Mining, SRG Global, Eley Griffiths Group and S2 Resources.
How do I contact Euroz Hartleys Limited?
Euroz Hartleys Limited's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
