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Showing 81 - 90 of 2361 results for "merger"

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 ...

Platinum pushes for L1 Capital merger ahead of EGM

RIDDHIMA TALWANI  |  FRIDAY, 19 SEP 2025
Platinum asset management has continued to "unanimously" recommend shareholders to vote in favour of the L1 Capital merger ahead its extraordinary general meeting on Monday. Grant Thornton, an independent expert appointed by Platinum, was provided with ...

CareSuper hires chief member officer

JAMIE WILLIAMSON  |  THURSDAY, 18 SEP 2025
... of staff to the chief executive. In all, she has spent about 15 years at Aware Super, including at VicSuper prior to the merger with First State Super. Before that, her background was in financial advice. "We're really pleased to welcome Katrina ...

Macquarie considered acquiring Carlyle: Reports

ELIZA BAVIN  |  THURSDAY, 18 SEP 2025
... Carlyle Group, but the discussions "fizzled", according to reports from US outlet Semafor. Had the talks continued and a merger were to happen, the combined entity would have had $1.5 trillion in assets. In response to the reports, Carlyle Group saw ...

FEATURE: Problem detected

MATTHEW WAI  |  THURSDAY, 18 SEP 2025
... that manage their administration internally; CareSuper and MIESF are set to merge on October 1, and TelstraSuper is in merger talks with Aware Super. ASFA has previously said that an outsourced lower-cost service presents a false economy if members find ...