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Showing 1 - 6 of 6 results for "Wealth Management Partners"

Arthur J. Gallagher & Co. acquires Asset Partners Private Wealth

KARREN VERGARA  |  WEDNESDAY, 18 MAR 2026
... approximately 130 countries around the world. In Australia, AJG is also the owner of Western Australia-based Wealth Management Partners (WMP). WMP is led by managing partner Steve Beattie, and three senior partners Troy Hartley, Janusz Mazurek and Adrian ...

WA financial planning firm acquired by US insurance broker

MATTHEW WAI  |  MONDAY, 13 JAN 2025
Global insurance broker Arthur J. Gallagher & Co has acquired Western Australia-based Wealth Management Partners (WMP), with the entire WMP team to remain under Arthur J. Gallagher's direction moving forward. Details of the transaction were not ...

ANZ updates position on wealth business

DARREN SNYDER  |  TUESDAY, 4 APR 2017
ANZ chief executive Shayne Elliott has confirmed the bank is not getting out of wealth entirely and is seeking a partnership where products would be manufactured for the business. Elliott said ANZ's wealth management business is not putting a "for sale" ...

EQT appoints portfolio manager

MARK SMITH  |  WEDNESDAY, 26 FEB 2014
... personal services team and his responsibilities will include communicating with private clients as well as wealth management partners about Equity Trustees' investment approaches and strategies. Based in Melbourne, he will report to chief investment ...

Prime targets investment in accounting firms

MARK SMITH  |  FRIDAY, 30 AUG 2013
... strategy will further support the growth in Wealth Management as these Accounting Investees also become Wealth Management Partners through the CEM [client engagement model]." The wealth management company reported that its wealth management business ...

Planning firm invests in property to widen appeal

MATT WOODINGTON  |  THURSDAY, 2 JUN 2011
Financial planning firm Wealth Management Partners plans to tap into the growth in SMSF property investment by agreeing a deal with new property advisory service REaffirm. WA based Wealth Management Partners's investment will enable it to integrate ...
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