Daniel Luth

Mutual Trust Pty Ltd. is privately-held, multi-family office headquartered in Melbourne, Australia. The firm was founded in 1921 by William Lawrence Baillieu to manage the affairs of the Myer and Baillieu families. Mutual Trust Pty Ltd. and The Myer Family Company Ltd. merged their operations in 2017 under the name Mutual Trust. The firm provides integrated wealth management services to successful Australian families, family businesses, trustees, not-for-profits and individuals.

Balanced Equity Management Pty Ltd. (BEM) is the Australian fund management subsidiary of Franklin Templeton Investments (Australia) Ltd., itself a subsidiary of Franklin Resources Inc. (NYSE: BEN) in the US. The firm was founded by Andrew Sisson in 1988 and is headquartered in Melbourne. BEM manages equity funds for wholesale clients.