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Showing 1 - 3 of 3 results for "Trellia Wealth Partners"

Betashares hires marketing chief

ELIZABETH FRY  |  THURSDAY, 19 FEB 2026
... financial education podcast Equity Mates and merged its managed accounts business with InvestSense to form Trellia Wealth Partners. It now manages more than $75 billion in assets and serves over one million Australians across ETFs, managed accounts ...

Betashares-backed firm names inaugural managing partner

ELIZABETH FRY  |  THURSDAY, 11 DEC 2025
Managed accounts provider Trellia Wealth Partners has made its first managing partner appointment, signalling a new phase of growth for the $10 billion business. In the new role, Cameron Spittle will oversee all aspects of the business, including strategic ...

Betashares acquires InvestSense, launches Trellia Wealth Partners

KARREN VERGARA  |  MONDAY, 14 JUL 2025
Betashares is acquiring managed accounts business InvestSense to create Trellia Wealth Partners out of the deal. Trellia will have about $8 billion in funds under management and will operate as a standalone business, of which Betashares will contribute ...
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