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Showing 1 - 10 of 59 results for "SelfWealth"

Raiz names new chief executive

KARREN VERGARA | WEDNESDAY, 3 JUN 2026

... The chief executive of Raiz Invest stepped down after nearly four years in the post and has been replaced by former Selfwealth chief Craig Keary. Brendan Malone left the top job on May 29 and remains on gardening leave until 29 May 2027. Keary commenced ...

Former Selfwealth chief lands new gig

MATTHEW WAI | FRIDAY, 7 NOV 2025

After finishing up at Selfwealth in September, Craig Keary is now leading a Sydney-based private credit manager. Keary has joined Keyview Financial Group as chief executive, bringing more than 30 years of experience across global financial markets. ...

Syfe plots major Australian expansion

JAMIE WILLIAMSON | THURSDAY, 5 JUN 2025

Syfe, which recently acquired Selfwealth, has raised more than $80 million to fund its Australian expansion which will focus on the mass affluent market. Syfe has raised $81.5 million (US$53m) in support of its Australian strategy, the bulk of which ...

Selfwealth shareholders resoundingly greenlight takeover proposal

ANDREW MCKEAN | WEDNESDAY, 23 APR 2025

Selfwealth shareholders approved the investment platform's acquisition by Singaporean digital wealth manager Syfe Group's holding company Svava on Tuesday. Of those who voted, 99.7% were in favour of the proposed offer, which will see shareholders receive ...

Selfwealth to proceed with Svava proposal

MATTHEW WAI | WEDNESDAY, 26 FEB 2025

After much back and forth between bidders, Selfwealth has forged ahead with a deal with the highest bidder. Despite a recent call for its shareholders to consider Bell Financial Group's (BFG) previous offer, Selfwealth has ultimately decided to proceed ...

Svava makes binding offer for Selfwealth, BFG given deadline to counter

MATTHEW WAI | MONDAY, 24 FEB 2025

The bidding war over Selfwealth continues as Svava has officially put in a binding offer to acquire 100% of the company at 28 cents per share. The new proposal is a 12% premium to the cash consideration of the $0.25 offer from Bell Financial Group (BFG). ...

SelfWealth juggles takeover bids

MATTHEW WAI | FRIDAY, 21 FEB 2025

SelfWealth, the online trading platform, has provided an update as to the bidding war between Bell Financial Group (BFG) and Svava. In the latest turn of events, SelfWealth said it is "actively engaging" with Svava's proposal but reiterated that there ...

Syfe bids for SelfWealth, ups BFG's offer

KARREN VERGARA | MONDAY, 3 FEB 2025

Trading platform Syfe has upped Bell Financial Group's (BFG) bid for SelfWealth, offering 12% more at 28 cents per share. Syfe's parent company Svava has already acquired 43.4 million SelfWealth shares, representing 18.8% of shares on issue. ...

Bell Financial expects revenues, profits to rise

ANDREW MCKEAN | THURSDAY, 16 JAN 2025

... after tax grew 16% to $21.5 million. Separately, last year, Bell Financial made a non-binding offer to acquire 100% of SelfWealth at $0.22 per share - valuing the company at approximately $51 million. "We're excited by the prospect of welcoming SelfWealth's ...

Bell Financial takes lead on SelfWealth takeover

KARREN VERGARA | MONDAY, 25 NOV 2024

SelfWealth is forging ahead with Bell Financial Group's (BFG) takeover of the trading platform as the latter raises its bid price to edge out its competitor. The two parties entered a scheme implementation deed in which BFG raised its bid price to 25 ...

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BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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