Euroz Hartleys Group Limited · ASX:EZL
Euroz Hartleys — Investor Presentation (May 2022)
13 slides from Euroz Hartleys's investor presentation, May 27, 2022
Slide 1: Trading Update
ABN 53 000 364 465 27 May 2022 Trading Update Euroz Hartleys Group Limited (“Euroz Hartleys”) reports solid profitability for the financial year to 19 May 2022. Euroz Hartleys is Western Australia’s largest wealth management business and we are proud of the significant efforts of our 185 staff who a
Slide 2: Investor Presentation May 2022
INVESTOR PRESENTATION May 2022
Slide 3: Disclaimer and Disclosure
Disclaimer and Disclosure Euroz Hartleys Group Limited (EZL) and its related entities and each of their respective directors, officers and agents (together the Disclosers) have prepared the information contained in these materials in good faith. However, no warranty (express or implied) is made as t
Slide 4: Western Australia's Leading Wealth Management Company
Western Australia’s Leading Wealth Management Company 1 Western Australia’s largest and most successful wealth management firm 2 Strategically located in the global resources hub of Western Australia 3 Focus on growing diverse revenue streams 4 Increasingly stronger balance sheet 5 Well positioned t
Slide 5: Strategy
Strategy AIM ▪ Grow Western Australia’s leading wealth management business ▪ Building long term relationships and trust with our clients by PURPOSE delivering consistently good outcomes ▪ Our clients and staff are our greatest assets ▪ Develop a deep understanding of our client’s needs CULTURE ▪ Mai
Slide 6: Corporate Overview – Euroz Hartleys Group Limited
Corporate Overview – Euroz Hartleys Group Limited CAPITAL STRUCTURE A$1.68 197.3M A$331.5M A$207.4M Nil $124.1M Share price (19 May) Shares on issue Market Capitalisation Cash & Investments1 Debt Enterprise Value1 HISTORICAL SHARE PRICE OWNERSHIP $2.50 2.0 $2.00 1.5 19% Directors $1.50 34% Staff Vol
Slide 7: Euroz Hartleys Overview
Euroz Hartleys Overview Largest Wealth Management Firm in Western Australia CAPITAL RAISED1 STAFF Significant Global & Domestic Distribution Capability ~A$1.3B 185 +100 Stocks Under Research Coverage FY22 to date Corporate Finance Research Institutional Sales Private Wealth 15 CORPORATE FINANCE EXEC
Slide 8: Euroz Hartleys Commentary
Euroz Hartleys Commentary ▪ Strong equity capital market (ECM) raisings and brokerage revenues driving underlying cashflow and profitability • Entrust has a 19 year history of providing financial ▪ $1.3 billion in announced gross ECM raisings (July 2021 strategy and advice to a diverse range of clie
Slide 9: Focus on Increasing Recurring Revenue
Focus on Increasing Recurring Revenue Increasing contribution of recurring revenue • ~$3.2B1,2 in FUM and growing • Increased scale provides an enhanced platform for organic and acquisition growth opportunities • Developing new strategies for FUM growth Euroz Hartleys Group FUM (A$M)1,2,3 $4,000 $3,
Slide 10: Consistent Dividend History
Consistent Dividend History Increasing dividends through growth in recurring revenue streams while maintaining traditional transaction strengths • Paid $271m dividends over 43 consecutive half year periods • Average dividend of 8.3 cents / year over past decade • Average dividend yield of 7.0% over
Slide 11: Euroz Hartleys Foundation
Euroz Hartleys Foundation • Established in 2006 to provide support to worthy charities within our broader community • Donated over $2.6m to over 100 individual charities in 14 years • Staff encouraged to provide their time to support charities in and around their local community • 2021 Commission fo
Slide 12: Investment Highlights
Investment Highlights 1 2 3 Largest wealth management Established platform for Continually improving and firm in Western Australia diversified and recurring growing our client offering revenue streams 4 5 6 Targeting organic FUM growth Increasingly stronger balance Well positioned to capitalise and
Slide 13: Thank You
Thank You Euroz Hartleys Group Limited Level 18 Alluvion 58 Mounts Bay Rd Perth Western Australia
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