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Showing 1 - 10 of 15 results for "Synergis"

Betashares launches investment platform, targets retail investors

ANDREW MCKEAN  |  WEDNESDAY, 25 OCT 2023
Betashares has unveiled a new investment platform for self-directed investors, offering access to any ETF traded on the ASX at zero brokerage, with features for financial advisers on the horizon. The fund manager's new platform - Betashares Direct ...

MEDIQ expands presence via merger

JAMIE WILLIAMSON  |  WEDNESDAY, 25 OCT 2023
A Sydney-based advice firm will merge with MEDIQ Financial Services, as the latter sets in motion a plan to take on every major city. Merging with MEDIQ is Omega Financial Solutions and Omega Accounting Solutions, having signed a definitive agreement ...

Morrison Securities stake to net Sequoia $40m

JAMIE WILLIAMSON  |  THURSDAY, 9 MAR 2023
Sequoia Financial Group is offloading 80% of Morrison Securities to a digital wealth platform for $40.5 million. The listed wealth group is divesting 80% of its equity interest in the stockbroker to New Quantum Holdings, leaving Sequoia's balance sheet ...

Goldman Sachs backs disability housing scheme in $137m deal

CHLOE WALKER  |  MONDAY, 6 DEC 2021
Disability housing investor Synergis has today announced that Goldman Sachs Asset Management will become a key investor in the platform, as it targets total equity deployment of at least $137 million. Rental income in the niche specialist disability ...

Jarden and Nomura form alliance

KARREN VERGARA  |  MONDAY, 10 MAY 2021
Investment and advisory firm Jarden and investment bank Nomura have joined forces to provide clients shared expertise. Nomura will provide its global network, product capabilities and balance sheet to support clients across equity capital markets (ECM) ...

AMP and Ares enter JV

ANNABELLE DICKSON  |  FRIDAY, 26 FEB 2021
After backing out of its bid to acquire AMP, Ares Management has announced it is pursuing a joint venture with AMP and taking control of AMP Capital's private markets business. In the joint venture, Ares will assume the management control of the ...

Pengana to acquire stake in US firm

ELIZA BAVIN  |  THURSDAY, 7 NOV 2019
Pengana Capital has announced its intention to acquire a "significant stake" in a Chicago-based asset management firm. Lizard Investors, which specialises in global small to mid-cap equities, entered into a joint venture with Pengana in 2015 to sub-advise ...

Wealth firms merge for growth

JAMIE WILLIAMSON  |  MONDAY, 2 JUL 2018
The merger of two Melbourne-based financial services firms has seen the creation of a multi-disciplinary wealth management business. Morrows and MSI Ragg Weir have entered into a strategic merger, with all MSI Ragg Weir employees offered roles within ...

Pinnacle flags partnerships and LICs in growth plan

ALEX BURKE  |  THURSDAY, 9 NOV 2017
Pinnacle outlined its medium-term growth plan at a Wilsons Advisory conference today, flagging partnerships with new boutiques and launching new listed vehicles. Pinnacle chair Alan Watson and managing director Ian Macoun explained the business has ...

OneVue boss pleased with market position

MARK SMITH  |  MONDAY, 29 AUG 2016
Listed platform and fund services provider OneVue has a $4 million loss for the 12 months to 30 June, despite lifting services revenue by 19%. The $4 million loss this year follows a reported $220,000 loss in 2015. Though services revenue rose to $26.4 ...
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