Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 21 results for "Prime Financial Group"

Prime FG eyes wealth management business

KARREN VERGARA  |  WEDNESDAY, 12 JUN 2024
Prime Financial Group (PFG) is set to acquire an unnamed firm that operates investment research and funds management services. PFG flagged that a confidential non-binding indicative offer has been made to the Melbourne-based firm. If the offer is successful ...

Prime to acquire boutique fund manager

KARREN VERGARA  |  MONDAY, 12 FEB 2024
Prime Financial Group is set to acquire a boutique alternatives asset manager and will pay up to $4.5 million. The ASX-listed firm entered into an agreement to buy Altor Capital which has a staff of seven based in Brisbane. Prime will pay an initial ...

Prime Financial acquires SMSF administrator

CHLOE WALKER  |  TUESDAY, 4 OCT 2022
In a critical step in its ambition of becoming Australia's premier B2B SMSF administrator, Prime Financial Group has acquired Gold Coast-based SMSF Administrator Intello. The acquisition will see Prime Financial Group's SMSF division represent approximately ...

Expansion strategy boosts Sequoia results

KARREN VERGARA  |  FRIDAY, 18 FEB 2022
... grew 51% year on year while after-tax profit of $2.6 million rose by 57%. Meanwhile, wealth management firm Prime Financial Group made $12.2 million in revenue in its half-year results, up 14% year on year, while after-tax profit of $1.5 million grew ...

Excellence in managed accounts recognised

HARRISON WORLEY  |  WEDNESDAY, 26 JUN 2019
... Taking home the licensee managed account award was Viridian Advisory, beating out Canaccord, Crystal Wealth, Prime Financial Group, Royston Capital and Stanford Brown. Praemium's efforts in improving managed accounts saw them take out the innovation ...

Managed Account Awards finalists revealed

ELIZABETH MCARTHUR  |  THURSDAY, 30 MAY 2019
... Saliba, Mark Oliver and Stuart Alsop. The finalists are: Licensee Managed Account Canaccord Crystal Wealth Prime Financial Group Royston Capital Stanford Brown Viridian Advisory Innovation BTFG Investum JB Were Nucleus Wealth Praemium Resonant Australian ...

CountPlus acquires stake in advice firm

KARREN VERGARA  |  TUESDAY, 30 APR 2019
CountPlus has acquired a stake in a financial advice firm as Prime Financial Group offloads its minority interest. CountPlus acquired a 20% interest in Rundles Financial Planning, as well as a 40% stake in accounting firm Rundles Prime. Total consideration ...

Advice firm hires chair

KANIKA SOOD  |  THURSDAY, 28 FEB 2019
... management and accounting firm has appointed a new chair as its incumbent retires. Tim Carroll will start as Prime Financial Group's non-executive, independent chair on March 1, after serving on the board for three years. He was Village Roadshow Corporation's ...

IMAP awards managed accounts excellence

KARREN VERGARA  |  THURSDAY, 2 AUG 2018
... International Equities Pearl Funds Management DFS Portfolio Solutions (winner) Powerwrap - WCM Quality Global Growth Prime Financial Group Watershed Funds Management Multi-asset Class Atrium Investment Management DFS Portfolio Solutions Dynamic Asset ...

SMSF administrator chief joins advice firm

JAMIE WILLIAMSON  |  TUESDAY, 17 JUL 2018
The former chief executive of a self-managed superannuation fund administrator has taken a new role at an ASX-listed financial services firm. Former SuperGuardian chief executive Olivia Long has been appointed managing director, strategy and operations ...
PAGE:
1
PREVIOUS
NEXT