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Showing 1 - 10 of 412 results for "Acquires"

Link Wealth acquires boutique advice firm

ANDREW MCKEAN  |  FRIDAY, 6 JUN 2025
Link Wealth's national expansion is continuing to progress, acquiring financial advice firm Xponential Advisory a few months after taking a majority stake in Sky Advisers. The acquisition will see the integration of more than 185 client families across ...

Dai-ichi Life acquires 15% of M&G

JAMIE WILLIAMSON  |  MONDAY, 2 JUN 2025
Dai-ichi Life HD, which owns TAL, will acquire 15% of British asset manager M&G, with the two establishing a long-term strategic partnership across asset management and life insurance. Under the partnership, which is expected to produce at least US$6 ...

Ironbark acquires family office firm

ELIZA BAVIN  |  FRIDAY, 30 MAY 2025
Ironbark Investment Partners has expanded its private wealth business with the acquisition of Mercury Private, a Sydney-based high-net-worth and family office firm. Established in May 2015, Mercury offers a range of financial services from investment ...

Count acquires Adelaide advice firm

MATTHEW WAI  |  MONDAY, 7 APR 2025
A Fullerton-based accounting and financial planning firm has entered a binding transaction with Count subsidiary Count Adelaide. Johnston Grocke is to merge with Count Adelaide, in a deal to move forth Count's strategy of "creating a national footprint ...

Fortitude Investment Partners acquires majority stake in SMSF audit firm

MATTHEW WAI  |  WEDNESDAY, 2 APR 2025
Fortitude Investment Partners has acquired a majority stake in self-managed superannuation fund (SMSF) audit firm ASF Audits. The investment will improve ASF Audits' client experience and accelerate future growth; the primary capital investment ...

Metrics acquires BC Investment Group

ELIZA BAVIN  |  MONDAY, 3 MAR 2025
Metrics Income Opportunities Trust will acquire 100% of BC Investment Group (BCI) for $140.3 million from FEC Capital - which currently holds a 53.2% stake - and other minorities including management. Metrics Income Opportunities Trust, which is managed ...

Barrenjoey acquires, expands in Hong Kong

KARREN VERGARA  |  TUESDAY, 4 FEB 2025
Barrenjoey has set up shop in Hong Kong, offering Australian and New Zealand equities sales, trading, and research services following the acquisition of a local business. The firm took over Forsyth Barr Asia from its partner Forsyth Barr to make the ...

PE firm acquires Mason Stevens

KARREN VERGARA  |  THURSDAY, 19 DEC 2024
A $2 billion private equity firm will acquire Mason Stevens for an undisclosed figure. Adamantem Capital has signed a binding agreement to acquire the managed accounts specialist. Mason Stevens chief executive Tim Yule said the transaction will deliver ...

Scarcity Partners acquires stake of foreign investment firm

ANDREW MCKEAN  |  WEDNESDAY, 11 DEC 2024
Scarcity Partners has acquired a 20% interest in January Capital, a Singapore-based private markets investment firm focused on Asia Pacific technology companies. The acquisition is hoped to support January Capital's ability to identify and fund technology-driven ...

AZ NGA acquires Sydney advice firm

ELIZA BAVIN  |  MONDAY, 18 NOV 2024
AZ NGA has acquired Sydney-based financial planning firm StrategyOne Advice Network. StrategyOne, led by managing director Virginia Heyer and senior private client adviser Duncan Derrington, specialises in wealth management, retirement planning and ...
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