What E&P Financial Group does

E&P Financial Group is an Australian-owned, privately held financial services firm headquartered in Sydney that delivers wealth management, corporate advisory, institutional equities, and equity research services through two principal divisions: Evans and Partners Wealth Management and E&P Capital. The wealth management division serves high-net-worth individuals and families, not-for-profit organisations (including First Nations bodies with over $2.5B in funds under advice across more than 100 organisations), and self-managed super fund clients with investment advice, strategic financial planning, estate planning, philanthropy, and SMSF accounting services. E&P Capital provides corporate advisory (M&A, capital raising, IPOs, restructuring), institutional sales and trading, fixed interest, and independent equities research covering the majority of ASX 200 stocks by market capitalisation, supported by a Hong Kong subsidiary (E&P Asia (HK) Limited, SFC licensed for Type 1 and Type 4 regulated activities).

The firm operates through a multi-channel, adviser-led distribution model: 85+ investment advisers across Sydney, Melbourne, Brisbane, Adelaide, and Canberra, complemented by an institutional equities desk, corporate advisory team, dedicated research analysts, and client-facing digital platforms (Evans and Partners Client Portal, E&P SMSF Accounting Portal, and E&P Philanthropy Portal). Governance is anchored by an Investment Committee, Chief Investment Office, and Product Review Group that together shape asset allocation, product approvals, and responsible investment policy.

Revenue is generated through a mix of recurring fee streams — wealth management advisory fees, SMSF accounting fees, research subscriptions, and investment management fees on the Evans and Partners Foundation endowment — alongside transaction-based streams from corporate advisory mandates and institutional equities and fixed interest execution. Pricing is not publicly disclosed and is structured around client complexity, assets under management, and service scope. The firm employs 251–500 staff, is privately held by founders and management (with David Evans as Non-Executive Chairman and Ben Keeble as CEO and Managing Director), and reported FY25 metrics including 55% female new hires and $430,000+ raised for community organisations.

Name

E&P Financial Group

Legal name

E&P Financial Group Limited

Website

https://eandp.com.au

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

251–500 employees

Short description

E&P Financial Group is an Australian-owned private wealth manager and capital markets firm serving high-net-worth individuals, families, not-for-profit organisations, corporates, and institutional investors via 85+ advisers across five Australian cities and Hong Kong.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Corporate Finance & Capital Advisory (BPAHADAB)

akta.pro secondary industries

Capital Raising Advisory (Equity & Equity-Linked) (FSAEAGAC), Equity Capital Advisory (Private Equity Placements, Growth Capital) (BPAHAOAE)

Keywords

• Wealth management services
• Corporate advisory services
• Institutional equities trading
• Self-managed super funds
• Not-for-profit advisory

Headquarters

HQ city

Sydney

HQ country

Australia

HQ region

Oceania

Offices6 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Wealth Management Advisory Fees: Fee-based advisory services for high-net-worth individuals and families covering investment advice, strategic financial planning, and portfolio management
2. Corporate Advisory and Capital Markets: Strategic advisory services for mergers and acquisitions, capital raising, IPOs, and corporate restructuring transactions
3. Institutional Equities and Fixed Interest: Sales and trading services for institutional investors including execution services and market insights
4. SMSF Accounting Services: Accounting and compliance services for self-managed super fund clients
5. Investment Management Fees (Evans and Partners Foundation): The firm donates its investment management fee back into the E&P Charitable Endowment, with the foundation capital managed by the Chief Investment Office
6. Research Services: Independent equity research provided to institutional and private clients covering ASX-listed companies

Pricing tiers

Go-to-market motion2 records

Distribution channels6 records

Marketing channels7 records

Core offering

E&P Financial Group provides tailored investment advice, portfolio management, and strategic financial planning to high-net-worth individuals, families and not-for-profits through Evans and Partners Wealth Management. Its E&P Capital division delivers corporate advisory (M&A, capital raising, IPOs, restructuring), institutional equities and fixed interest sales/trading, and independent ASX research, supported by proprietary client, SMSF and philanthropy portals.

Product overview

E&P Financial Group operates as an Australian-owned financial services firm offering a multi-platform approach through two primary divisions: Evans and Partners Wealth Management and E&P Capital. The Wealth Management division provides comprehensive investment advice, portfolio management, and financial planning to high-net-worth individuals, families, not-for-profits, and private clients, supported by specialist units including the Chief Investment Office, Investment Committee, and Product Review Group for governance and product selection. E&P Capital delivers corporate advisory and capital markets solutions alongside institutional equities and fixed interest trading services. Additional offerings include SMSF Accounting Services, the Evans and Partners Foundation (structured philanthropy via Public Ancillary Fund), E&P Asia (Hong Kong operations), and dedicated portals for client access. The group also provides specialized advisory on tax matters such as Division 296 and responsible/ESG investing services.

Differentiator

Problem solved

Functional benefit

Brands

• Evans and Partners Foundation: Public ancillary fund providing structured philanthropy services enabling clients to establish named sub-funds starting from $20,000 for charitable giving.

Products and services

• Evans and Partners Wealth Management Comprehensive investment advice, portfolio management and strategic financial planning services to high-net-worth individuals, families, not-for-profits and private clients, offering tailored investment strategies, financial planning and access to investment opportunities across asset classes, delivered through a national network of investment advisers.
• E&P Capital – Corporate Advisory & Capital Markets Strategic advice and capital markets solutions to corporate clients across sectors, including mergers and acquisitions, capital raising, IPOs, corporate restructuring and strategic transactions, leveraging deep market knowledge and relationships across the investment community.
• Institutional Equities & Fixed Interest Institutional sales and trading desk delivering efficient execution services and market insights to institutional investors, fund managers and sophisticated clients with access to Australian and international equity and fixed interest markets.
• Equities Research Independent, in-depth analysis of ASX-listed companies and market sectors, offering fundamental company research, investment recommendations and strategic insights, with coverage across the majority of ASX 200 stocks by market capitalisation plus dedicated small-caps coverage.
• SMSF Accounting Services

Quantifiable outcome

• Over $2.5 billion in funds under advice in NFP sector
• +3 more outcomes

Named customers5 records

Segments6 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability2 records

Feature4 records

Partnerships

Seven partnerships are on record, tiered core and minor.

• Equity TrusteescoreStrategic or Co-development PartnerEquity Trustees acts as the independent trustee of the Evans and Partners Foundation, ensuring governance and compliance with ATO requirements for the public ancillary fund structure.
• Future IM/PactminorStrategic or Co-development PartnerPartnership supporting emerging female talent in the Finance sector through mentoring female students as they study and consider their career paths.
• She GivesminorStrategic or Co-development PartnerPhilanthropic events focused on women in the finance industry supported by E&P.
• Women Shaping ChangeminorStrategic or Co-development PartnerPhilanthropic events focused on women in the industry supported by E&P.
• Australian Sustainable Finance Institute (ASFI)minorOthersIndustry advocacy group for sustainable finance where E&P maintains active presence and contributes to industry-wide change and best practice.
• Responsible Investment Association of Australasia (RIAA)minorOthersPeak body for responsible investment where E&P maintains active presence and contributes to industry standards.
• Philanthropy AustraliaminorOthersPeak body for philanthropy where E&P participates in industry forums and advocacy.

Scale indicators9 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Shaw and Partners: Privately-held Australian wealth management, stockbroking, and corporate advisory firm with national adviser network. Highly comparable business mix (wealth + capital markets + institutional) and similar target HNW/NFP segments.
• Ord Minnett: Australian private wealth management and stockbroking firm offering HNW advice, corporate advisory, institutional equities, and research. Closest comparable to E&P in scale, multi-service model, and private ownership structure.
• Morgans Financial: Member-owned Australian financial services firm providing wealth management, corporate advisory, institutional dealing, and research across major cities. Closely comparable multi-service, multi-city distribution model.
• JBWere: Australian HNW wealth manager (subsidiary of NAB) offering investment advice, portfolio management, and strategic financial planning. Overlaps with E&P's wealth management core for ultra-HNW and family office segments.
• Bell Potter Securities: Australian full-service stockbroking and wealth advisory firm offering retail/HNW advice, corporate advisory, institutional research and execution. Direct competitor in wealth and small/mid-cap institutional equities.
• Wilsons Advisory: Australian wealth management, corporate advisory, and institutional equities firm with ASX-listed parent. Comparable in combining private client wealth with capital markets and research.

Broad incumbents

• Macquarie Group: Largest Australian-headquartered investment bank with wealth management, M&A advisory, institutional equities, and equities research. Competes with E&P across multiple lines but at much greater scale and broader product set.
• Jefferies (Australia): Global investment bank with Australian equities research, sales/trading, and corporate advisory. Direct competitor in ASX institutional equities and small/mid-cap research.
• Canaccord Genuity (Australia): Global capital markets group with Australian operations in M&A advisory, equity capital markets, and institutional research. Comparable in mid-market corporate advisory and small-mid cap research capabilities.
• Citi Australia (Wealth and Markets): Global bulge-bracket bank with Australian wealth and capital markets operations. Competes with E&P for institutional equities flow, large-cap corporate advisory mandates, and ultra-HNW wealth clients.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles20 records

Subsidiaries2 records

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments1 record

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about E&P Financial Group