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Showing 401 - 410 of 444 results for "Acquires"

Snowball acquires HNW wealth manager

RACHEL DAVIS  |  FRIDAY, 11 NOV 2011
Snowball has acquired a Melbourne based wealth management firm which specialises in providing family office services to high net worth clients. Jeena was established in 1991 by Pranlal Jeena and services a number of client families, managing approximately ...

Towers Watson acquires NY investment adviser

ELISE BURGESS  |  FRIDAY, 7 OCT 2011
Towers Watson New York investment business has acquired insurance advisory specialist, WellsCanning. As a result of the acquisition, WellsCanning clients will gain access to Towers Watson's consulting, analytical and research capabilities for asset ...

Touchstone acquires Old Mutual assets

MATT WOODINGTON  |  WEDNESDAY, 5 OCT 2011
Touchstone Investments has agreed to acquire around $2 billion worth of mutual fund assets from Old Mutual Asset Management in the US, taking its funds under management to almost $10 billion. Touchstone Investments, a wholly owned subsidiary of Western ...

Hillross acquires $2.2 billion planning group

MATT WOODINGTON  |  WEDNESDAY, 13 JUL 2011
AMP affiliated planning group Hillross Financial Services has agreed to acquire IRIS Financial Group, winning a competitive process that attracted eight first round offers and saw four parties conduct due diligence. Hillross will provide licensee services ...

AUI banking on insto retirement capital

MATT WOODINGTON  |  TUESDAY, 5 JUL 2011
... ageing Australians, we see great opportunities for institutional investors to get long term returns through a fund that acquires and then owns mature retirement villages," said Mark Pratt, general manager, property, mortgages and capital markets, AUI. ...

Franklin Templeton acquires Balanced Equity, plans new fund

MATT WOODINGTON  |  TUESDAY, 21 JUN 2011
Franklin Templeton Investments has agreed to acquire Australian equities manager Balanced Equity Management and plans to launch a new fund available to retail and institutional investors. The deal transforms Franklin Templeton Australia from a $7bn ...

DKN acquires 25pc in Godfrey Pembroke firm

ELISE BURGESS  |  FRIDAY, 10 JUN 2011
DKN Financial Group has acquired a 25 per cent stake in former Godfrey Pembroke licensee, StrategyOne Advice Network, to provide compliance, professional development, research and platform administration services to its advisers. The move is inline ...

HLB Mann Judd acquires Howard fin planners

RACHEL DAVIS  |  MONDAY, 6 JUN 2011
Accounting and financial advisory firm, HLB Mann Judd (SA) has acquired boutique firm Howard Financial Planners to expand its Wealth Management Division. The expanded Wealth Management Division is now one of the largest AXA Financial Planning practices ...

MLC acquires remaining Meritum stake

ELISE BURGESS  |  WEDNESDAY, 1 DEC 2010
MLC has completed its purchase of Meritum Financial Group, a planning group that MLC inherited as part of its Aviva acquisition. MLC acquired a minority ownership stake in Meritum as part of its acquisition of Aviva Australia, who was a stakeholder ...

IOOF agrees to buy North

ALEX DUNNIN  |  MONDAY, 9 AUG 2010
IOOF has announced that provided NAB acquires AXA Asia Pacific it will buy the AXA North platform, potentially removing a major stumbling block holding back the NAB-AXA merger. The focus on the North platform is because the competition regulator, the ...