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Showing 1 - 10 of 175 results for %22Wilson Asset Management%22

Plenary Group sells 49% stake to ADQ

KARREN VERGARA  |  MONDAY, 29 APR 2024
... latter ramps up its expansion in Australia, the Middle East, Asia, the UK, and Europe. Founded in 2004 by John O'Rourke, Ray Wilson, Paul Oppenheim, and Jim Cox, Sydney-based Plenary will remain majority owned and controlled by its Australian founders ...

Income AM bolsters sales function

ELIZABETH FRY  |  FRIDAY, 5 APR 2024
... will also take on the role of chief operating officer. Coleman has held senior roles at Citi, Shaw & Partners, FIIG, and Wilson HTM Investment Group. The asset manager's head of operations Kim Henry will run platforms and partnerships within capital ...

WAM Leaders, QV Equities to merge

ANDREW MCKEAN  |  TUESDAY, 12 MAR 2024
... pre-tax net tangible assets are expected to increase by $238.8 million. WAM Leaders' chair and chief investment officer Geoff Wilson said the board of directors is confident that the Scheme of Arrangement will deliver benefits to shareholders by creating ...

WAM Leaders to make bid for QV Equities

CHLOE WALKER  |  WEDNESDAY, 31 JAN 2024
The investment company, managed by Wilson Asset Management, intends to make an off-market takeover bid for QV Equities Limited (QVL). The offer involves exchanging one share of WAM Leaders for every 1.4675 shares of QVE. Entities associated with WAM ...

JPMAM partners with NZ wealth firm

KARREN VERGARA  |  TUESDAY, 30 JAN 2024
... clients." CIP has 19 locations across New Zealand and services more than 65,000 clients. In 2015, CIP acquired a 40% stake in Wilson HTM, which is now Wilson Advisory, while Deutsche Bank gained a 20% share. It marked CIP's first expansion in Australia. ...

WAM launches unit trust, names RE

CHLOE WALKER  |  TUESDAY, 24 OCT 2023
Wilson Asset Management (WAM) selected Equity Trustees (EQT) to be responsible entity for the Wilson Asset Management Leaders Fund. The fund is an actively managed investment portfolio, comprised of 45-80 large-cap companies listed predominately on ...

Senate inquiry to scrutinise proposed franking credit rules

ANDREW MCKEAN  |  THURSDAY, 9 MAR 2023
... primarily affects institutional investors who engage in off-market share buybacks, Jones said. In contrast, Wilson Asset Management chair Geoff Wilson said the Bill will mainly impact low-income earnings, SMSFs, and retirees. "The Australian government ...

HarbourVest Partners opens doors to Sydney office

JAMIE WILLIAMSON  |  WEDNESDAY, 21 SEP 2022
... announce the expansion of our global network with the opening of our office in Sydney," HarbourVest managing director Peter Wilson said. "The establishment of a local Australian presence reflects the significant growth of this region as well as the increased ...

Link Group acquires HS Pensions

ANDREW MCKEAN  |  TUESDAY, 30 AUG 2022
... UK, with significant potential for growth." Link Group Retirement and Superannuation Solutions UK general manager Richard Wilson said the Group and HS Pensions joint capabilities will enable it to support future developments in collective defined contribution ...

Capital raisings remain possible: MinterEllison

CHLOE WALKER  |  MONDAY, 22 AUG 2022
... counsel Calvin Kwok, Wilsons director Will Lawrence, Metrics Credit Partners managing director Andrew Lockhart, Brookfield Asset Management managing director Michael Ryan and IDP Education non-executive director Greg West. According to the report, the ...
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