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Showing 1 - 10 of 278 results for "Pinnacle"

Centrepoint completes $3m client book acquisition

VINNY VUCAGO  |  THURSDAY, 2 JUL 2026
Centrepoint Alliance has completed the acquisition of the client books and employed advisers from Cairns Wealth and Pinnacle Wealth further expanding its salaried financial advice business. The ASX-listed advice group confirmed final settlement of the ...

FinCap launches private markets platform targeting wholesale investors

VINNY VUCAGO  |  THURSDAY, 18 JUN 2026
... overall flexibility," he said. The launch comes as FinCap, founded by Ryan and backed by a strategic investment from Pinnacle Investment Management Group, looks to expand its private markets offering, including offshore and closed-end investment structures ...

Centrepoint Alliance acquires two advice firms

KARREN VERGARA  |  MONDAY, 1 JUN 2026
Centrepoint Alliance will acquire Queensland financial advice practices Cairns Wealth and Pinnacle Wealth for $3 million from Astute Financial Management. The two practices, which operate within the Astute network, will add three advisers to Centrepoint ...

FinCap increases investment oversight ahead of PM platform launch

MATTHEW WAI  |  THURSDAY, 14 MAY 2026
... Investment Partners and spent more than two decades as its chief executive. He is current head of client solutions at Pinnacle Investment Management. Financial Standard reported last year on Pinnacle Investment Management's investment in FinCap to ...

Pinnacle, National Pension Service of Korea up stake in Metrics

KARREN VERGARA  |  TUESDAY, 5 MAY 2026
Pinnacle Investment Management and South Korea's public pension fund have bumped up their stakes in private credit specialist Metrics Credit Holdings. Pinnacle will acquire an additional 6.8% in Metrics to take its total ownership to 35%. The total ...

FinCap opens private investments menu for advisers

RIDDHIMA TALWANI  |  TUESDAY, 28 APR 2026
... channel because at the moment I think it exists in a very limited way," Ryan said. Financial Standard reported last year on Pinnacle Investment Management's investment in FinCap to support the launch of a private assets managed accounts platform. ...

Perpetual multi asset leads exits

ELIZABETH FRY  |  THURSDAY, 26 MAR 2026
Perpetual's head of multi-asset has exited the firm following her former boss's departure to Pinnacle Investment Management. The firm confirmed Lydia Kav left late last month, around a month after the wealth business' chief investment officer signed ...

Perpetual CIO jumps to Pinnacle

ELIZABETH FRY  |  THURSDAY, 12 MAR 2026
Perpetual's outgoing chief investment officer is set to join Pinnacle Investment Management, which is launching a new managed accounts offering for clients. Kyle Lidbury will join as the chief investment officer of a newly created affiliate. Pinnacle ...

ASX rebalance sees DigiCo exit top 200

ELIZA BAVIN  |  MONDAY, 9 MAR 2026
... released the March S&P/ASX 200 Index rebalance seeing DigiCo drop out of the top 200. As part of the March rebalance, Pinnacle, Netwealth and Lendlease have dropped out of the S&P/ASX 100. This comes after HMC Capital - the parent company of the DigiCo ...

Ex-Zenith partner joins private assets platform

ELIZABETH FRY  |  THURSDAY, 19 FEB 2026
... and played a core role in developing the Zenith Mosaic online investment research and consulting platform." Last July, Pinnacle Investment Management made a strategic investment in FinCap to support the launch of the private assets managed accounts platform ...
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