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

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
... 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 Group and ...

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
... 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 roll out of ...

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 ...

Giselle Roux joins Melbourne boutique

KANIKA SOOD  |  FRIDAY, 24 JUL 2020
... investment advisory role. Roux left Escala in August 2019 after six years with the firm, following US-based Focus Financial Partners taking a stake in it in February 2019. She has now joined Conscious Investment Management's investment advisory committee ...

Focus to acquire stake in MEDIQ

KANIKA SOOD  |  WEDNESDAY, 19 FEB 2020
Following its acquisition of a stake in Escala Partners, New York-based Focus Financial Partners is set to buy a slice of Melbourne-based MEDIQ Financial Services. Focus has entered a definitive agreement to partner with Ravi Agarwal's MEDIQ Financial ...

Escala bought by growing US firm

JAMIE WILLIAMSON  |  THURSDAY, 21 FEB 2019
... Partners is set to be acquired by a US-based wealth manager looking to expand its international footprint. Focus Financial Partners has entered into a definitive agreement to acquire Escala, with the deal seeing Focus' presence in the ultra-high net ...

Focus Financial looking for more local partners

KERRIE SYDEE  |  THURSDAY, 19 MAY 2016
Having announced their first Australian investment last week, Focus Financial Partners is hoping to partner with more Australian firms who are looking for a partner rather than just an investor. Raijini Kodialam, co-founder and managing director of ...

Focus Financial expands into Australia

KERRIE SYDEE  |  MONDAY, 9 MAY 2016
Focus Financial Partners, a leading international partnership of independent fiduciary wealth management firms, has partnered with Melbourne based, MW Lomax, the first Australian firm to join the Focus network. The partnership represents a significant ...
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