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Showing 1 - 10 of 20 results for "Focus Financial"

Focus Financial names Aus exec chair

MICHELLE BALTAZAR  |  THURSDAY, 28 AUG 2025
Focus Financial Partners appoints a new executive chair to oversee Focus' business units in Australia. The group has promoted Travis Danysh from chief corporate development officer to chief strategy officer, effective immediately. Under the newly-created ...

Escala unveils new leadership team

ANDREW MCKEAN  |  TUESDAY, 1 JUL 2025
... Partners has made changes to its leadership structure as it officially integrated into global financial services firm Focus Financial Partners. Although Escala joined Focus' network of independent wealth management firms in 2019, this marks its full ...

Escala poised to overhaul strategy

ELIZABETH FRY  |  THURSDAY, 22 MAY 2025
Private wealth manager Escala Partners is poised for a management overhaul that could see the appointment of a new chief executive, according to people familiar with the matter. Two senior executives - co-chief executive Pep Perry and investment chief ...

MEDIQ expands presence via merger

JAMIE WILLIAMSON  |  WEDNESDAY, 25 OCT 2023
... Financial Solutions and Omega Accounting Solutions, having signed a definitive agreement with the former's US owner Focus Financial. Omega was founded by Max Moodley in 2004 with the intention of being a "one-stop shop for medical professionals by providing ...

Focus Financial acquired by PE firm

JAMIE WILLIAMSON  |  FRIDAY, 3 MAR 2023
The NASDAQ-listed group that owns Escala Partners and several other local advice businesses has been acquired by a private equity firm for more than US$7 billion. Focus announced at the beginning of February that it was considering an offer to be acquired ...

Focus acquires sixth advice firm

KARREN VERGARA  |  WEDNESDAY, 6 OCT 2021
A Brisbane-based financial advice firm is the latest to join the Focus Financial Partners global network. MISSO Wealth Management is a self-licensed advice firm catering to high and ultra-high-net-worth clients. After signing a definitive agreement ...

Connectus acquires fifth practice

KARREN VERGARA  |  WEDNESDAY, 30 JUN 2021
... drive growth and achieve enhanced outcomes for our clients," he said. Connectus is the subsidiary of NASDAQ-listed Focus Financial Partners. The Focus family now comprises: Aspiri Financial Services Group, Brady & Associates Group, Link Financial Services ...

Queensland advice firm joins Connectus

KANIKA SOOD  |  THURSDAY, 29 APR 2021
NASDAQ listed Focus Financial Partners has added a Queensland advice firm to its advice multi-boutique network Connectus. Aspiri Financial Services Group will join Connectus, which in December 2020 acquired S ydney's Brady & Associates Group, Melbourne's ...

Connectus empowers advisers with Excelerate

JAMIE WILLIAMSON  |  THURSDAY, 18 FEB 2021
... efficiency, driving scale and enhancing the client experience and outcomes. Connectus, which is owned by NASDAQ-listed Focus Financial Partners, has partner firms in Brisbane, Sydney and Victoria. The clients of these firms will also benefit from the ...

US wealth manager acquires three Aussie firms

ELIZABETH MCARTHUR  |  THURSDAY, 3 DEC 2020
NASDAQ listed Focus Financial Partners has created a new network of boutique financial advice firms and acquired three Australian businesses. Focus launched Connectus on December 1 in the US, and now the first Australian advice firms to join the boutique ...
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