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Showing 61 - 70 of 413 results for "Acquires"

Certe acquires Genesis Financial Partners

CASSANDRA BALDINI  |  MONDAY, 25 JUL 2022
Certe has acquired Genesis Financial Partners with a vision to create a large, integrated professional services firm with over 20 staff and nine advisers. Under the deal the specialist insurance advisory firm has acquired 60% of Genesis upfront and ...

Lonsec acquires Implemented Portfolios

CHLOE WALKER  |  THURSDAY, 21 JUL 2022
Lonsec is expanding its market reach with the acquisition of specialist MDA provider Implemented Portfolios (IPL). The acquisition will increase the firm's offering of complementary managed account solutions to financial advisers, whether it be separately ...

FNZ acquires private banking tech firm

CASSANDRA BALDINI  |  THURSDAY, 21 JUL 2022
FNZ has acquired Swiss private banking technology company New Access, representing its investment in the growing private banking and cross-border wealth sector. New Access is primarily active in the Switzerland, Liechtenstein and Luxembourg markets. ...

Umlaut acquires Specialist PMC

CHLOE WALKER  |  MONDAY, 4 JUL 2022
The two businesses are set to provide a new level of Xplan knowledge and support to the financial services sector. While each business will continue operating as normal, financial services firm Umlaut said the acquisition of the Xplan consultant will ...

OMERS acquires model tower company

CASSANDRA BALDINI  |  THURSDAY, 23 JUN 2022
OMERS Infrastructure has announced it has signed an agreement to acquire independent telecommunication tower company Stilmark. The transaction will be the pension fund's second Australian tower investment in the last two months. In May OMERS announced ...

Findex Group acquires firm

CASSANDRA BALDINI  |  MONDAY, 20 JUN 2022
Findex Group is growing its presence, announcing the acquisition of McGarva Accounting Group which trades under Atticus Business Accountants and Basecamp Bookkeeping in Toowoomba. Findex is a privately-owned financial advisory and accounting service ...

ASX-listed manager acquires retail boutique

JAMIE WILLIAMSON  |  WEDNESDAY, 15 JUN 2022
Teaminvest Private Group has acquired Burman Invest, the boutique founded by Julia Lee. Burman Invest was established in 2020 by Lee, who previously spent 11 years at Bell Direct. TIP Group has now acquired the equities boutique, adding greater capability ...

Cbus to sell corporate art collection

JAMIE WILLIAMSON  |  THURSDAY, 26 MAY 2022
... deputy chief investment officer Brett Chatfield said: "As part of the ongoing active management of the portfolio, Cbus acquires and disposes of assets with a focus on maximising risk-adjusted returns for our members." "To get the best outcomes for our ...

Clime acquires private wealth firm

JAMIE WILLIAMSON  |  THURSDAY, 19 MAY 2022
Clime Investment Management has acquired a Melbourne wealth management business for $7 million. The ASX-listed manager will acquire MTIS Wealth Management on July 1, adding about $380 million in funds under management to its pool and total gross revenues ...

Packhorse acquires trophy property, opens next raise

ANDREW MCKEAN  |  TUESDAY, 3 MAY 2022
Packhorse has acquired a 10,000-hectare South East Queensland property, Moolan Downs Aggregation which has brought the company's total assets under management to $104 million. The latest addition to the real estate investment company's portfolio ...