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Showing 81 - 90 of 2365 results for "Merger"

Soul Patts focused on 'bespoke' private sector investing

MATTHEW WAI  |  THURSDAY, 9 OCT 2025
... success in both the listed and the private sectors. Barlow said the firm has increased its private asset allocation since the merger of LIC Milton in 2021. Soul Patt's portfolio - containing $13.2 billion in net asset value as at September 25 - has ...

Aware Super enhances portfolio management capabilities

MATTHEW WAI  |  WEDNESDAY, 8 OCT 2025
... will have to spend in retirement and how long it is expected to last in various scenarios. Aware Super also confirmed its merger plans with TelstraSuper yesterday, signing a Heads of Agreement to create an entity with nearly $235 billion in assets.

Aware Super, TelstraSuper advance merger plans

KARREN VERGARA  |  TUESDAY, 7 OCT 2025
Aware Super and TelstraSuper have moved to the next stage of their merger plans, signing a binding Heads of Agreement to create an entity with nearly $235 billion in assets. Providing an update to its members, TelstraSuper chief executive Chris Davies ...

Platinum LIC turns down WAM bid

KARREN VERGARA  |  FRIDAY, 3 OCT 2025
... shareholders recently voted in favour of merging with L1 Capital to create a $16.5 billion entity. Platinum completed its merger with L1 Capital on October 1. The new entity began trading as L1 Group under ticker code L1G on this date. Jeff Peters is ...

Wealth and asset management to "significantly" consolidate by 2029: Oliver Wyman

RIDDHIMA TALWANI  |  FRIDAY, 3 OCT 2025
... can be a difficult process, the report identified factors that can lead to a successful transaction and effective post-merger presence. "They will need to choose the right target, de-risk transactions, execute decisively to fend off competition, and ...

Ex-Qantas Super private markets lead lands new gig

ELIZABETH FRY  |  THURSDAY, 2 OCT 2025
Allan Chen, the final member of his team to to secure a new position following the fund's merger with Australian Retirement Trust, has joined Westpac's private bank as an investment director for global investment services. In the role, Chen ...

CareSuper, MIESF finalise merger

JAMIE WILLIAMSON  |  THURSDAY, 2 OCT 2025
The merger between CareSuper and the Meat Industry Employees' Super Fund (MIESF) is now complete. The merger was effective yesterday, with CareSuper taking on MIESF's almost 17,000 members and about $1.1 billion in funds under management. Financial ...

Platinum shareholders greenlight L1 Capital merger

KARREN VERGARA  |  TUESDAY, 23 SEP 2025
... equities and alternative investment strategies with total AUM of approximately $16.5 billion as at 30 June 2025." "The merger provides Platinum shareholders with exposure to a growing, scalable and well-diversified investment management business with ...

Diversa winds up struggling super fund

JAMIE WILLIAMSON  |  MONDAY, 22 SEP 2025
... compared to the industry median of 89.2%. At that time, the trustee was considering its options for the fund, but said a merger was not on the cards. "The trustee has explored the potential successor fund transfer of Personal Choice Private to a larger ...

Unprecedented US M&As a boon for Australia: BGA

KARREN VERGARA  |  MONDAY, 22 SEP 2025
Mergers and acquisitions (M&A) in the US wealth management sector have reached unprecedented levels over the last five years and the local sector is poised to benefit highly from this, according to Berkshire Global Advisors (BGA). Bomy Hagopian, a partner ...