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Showing 31 - 40 of 413 results for "Acquires"

Centrepoint Alliance acquires Financial Advice Matters

CASSANDRA BALDINI  |  THURSDAY, 9 NOV 2023
Centrepoint Alliance has entered into a binding agreement to purchase 100% of Brisbane-based financial advice firm Financial Advice Matters Group (FAM). Centrepoint Alliance said the transaction, subject to the fulfilment of closing conditions, should ...

Regal Partners acquires PM Capital

ANDREW MCKEAN  |  FRIDAY, 3 NOV 2023
Regal Partners has inked a deal to acquire PM Capital, an investment manager with a core focus on equities and fixed income strategies. PM Capital was established by its current chair and chief investment officer Paul Moore; it serves Australian retail ...

Future Super acquires GuildSuper

JAMIE WILLIAMSON  |  WEDNESDAY, 1 NOV 2023
Future Super Group is ramping up its growth strategy, entering the default super space with the acquisition of GuildSuper. The deal with GuildSuper will see Future Group add about $2.77 billion in funds under management and 99,000 members. This includes ...

PSK acquires Perth-based advice group

CASSANDRA BALDINI  |  TUESDAY, 17 OCT 2023
PSK Private Wealth is expanding into Perth with the acquisition of Sage Financial Group. Sage has more than 30 years of history, founded by Peter Tucker and John O'Neill in 1989. Under the acquisition, all its team, comprised of 20 employees and ...

Vista acquires second practice

KARREN VERGARA  |  MONDAY, 9 OCT 2023
Vista Financial Group has made its second acquisition this year as it eyes strengthening its presence in Melbourne. Founded in 2015 by Jason Chew, Orange Wealth, which largely services Millennials out of South Yarra, joins Beaumaris-based Vista. The ...

AZ NGA acquires stake in $1bn advice firm

KARREN VERGARA  |  WEDNESDAY, 4 OCT 2023
AZ NGA will acquire an undisclosed stake in a Western Australian practice that has $1 billion in funds under advice. The Wealth Designers (TWD) is the latest addition to AZ NGA's stable, joining member firms McKinley Plowman, Wealthwise, and On-Track ...

ARK Invest acquires European ETF issuer

ANDREW MCKEAN  |  THURSDAY, 21 SEP 2023
ARK Invest, an investment manager famous for its focus on disruptive innovation, has acquired Rize ETF, a European provider of thematic and sustainable investment options. The acquisition is part of ARK's global expansion strategy, designed to meet ...

Prime Super acquires utilities provider

KARREN VERGARA  |  TUESDAY, 19 SEP 2023
The $6.7 billion Prime Super has acquired a utilities provider in which Macquarie Group held a stake. Active Utilities provides electricity, gas, and water, as well as end-to-end billing and customer support services. It operates 75,000 utility meters ...

Integro Private Wealth acquires Wealth Advantage

CHLOE WALKER  |  FRIDAY, 25 AUG 2023
The Perth-based family office advice firm has officially taken on Albany-based firm Wealth Advantage Group, in a strategic move to target more family offices across the state. While Wealth Advantage will remain in its Albany office, its staff have already ...

AZ NGA acquires stake in Sydney advice firm

CASSANDRA BALDINI  |  MONDAY, 31 JUL 2023
AZ NGA has acquired an economic interest of 42% in Foster Raffan iPlan, to support the business in its growth and expansion endeavours. Based in North Sydney, Foster Raffan iPlan specialises in wealth management and retirement planning and is led by ...