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Showing 1 - 4 of 4 results for "Sovereign Wealth Partners"

Esencia merges with HNW advice practice

MATTHEW WAI  |  TUESDAY, 15 SEP 2026
... Jutrisa said. Esencia Wealth was formed with the combination of Advise Wise, Insight Private Wealth, Sovereign Wealth Partners, and Randle Advisory in June 2024. Since its formation, the group has expanded into Queensland earlier this year and completed ...

Esencia Wealth expands into Queensland

RIDDHIMA TALWANI  |  THURSDAY, 16 APR 2026
... Queensland." Esencia Wealth was formed in 2024 when four advice firms - Advise Wise, Insight Private Wealth, Sovereign Wealth Partners, and Randle Advisory - joined forces under one banner. "We're focused on building a world-class advice business ...

Four advice firms merge, launch Esencia

KARREN VERGARA  |  MONDAY, 3 JUN 2024
... firms have merged to form Sydney-based practice Esencia Wealth. Advise Wise, Insight Private Wealth, Sovereign Wealth Partners, and Randle Advisory have joined forces under one banner, which is self-licensed. Matthew Fenning serves as the chief executive ...

Macquarie advisers defect to start independent firm

LAURA MILLAN  |  WEDNESDAY, 12 AUG 2015
... boutique advice firm. Jeffrey Wrightson, Stephen Thaxter, Chris Forrest and Nina Kazmierczak have set up Sovereign Wealth Partners, a firm backed by Bennelong Wealth Partners, the wealth management arm of Bangarra Group, which also owns Bennelong Funds ...
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