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Showing 1 - 10 of 69 results for "Wealth Partners"

HeirWealth partners with ViewTrade

MATTHEW WAI  |  MONDAY, 18 MAY 2026
ViewTrade and HeirWealth have partnered to offer an integration of global trade execution with portfolio performance analytics, and tax reporting. The partnership combines ViewTrade's global brokerage infrastructure with HeirWealth Atlas's portfolio ...

Investors the biggest losers in 2026 Budget

KARREN VERGARA  |  WEDNESDAY, 13 MAY 2026
... three-year rollover window, and a near-universal default to companies for new structures from 2026 onwards." Hamilton Wealth Partners financial adviser and managing director Will Hamilton slammed the tax reforms. "The government does not have a mandate ...

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 ...

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 ...

WT Financial Group clear on 2026 strategy, rebrands retail advice arm

MATTHEW WAI  |  WEDNESDAY, 4 FEB 2026
... of its strategy, its subsidiary Spring Financial Group has undergone a brand refresh to now be known as Vesta Wealth Partners - a move Cullen said signals an evolution of the business. "The retail business has always been about our research and development ...

US-backed firm invests in Brisbane advice group

ANGELIQUE MINAS  |  FRIDAY, 30 JAN 2026
US-backed Merchant Wealth Partners has secured a minority investment in Brisbane-based advice group Infinity Financial Consultants. This transaction will advance the firm's ambitions of playing an active role in the consolidation of Australia's wealth ...

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 ...

James Mawhinney contravened law: Federal Court

KARREN VERGARA  |  FRIDAY, 11 JUL 2025
... services and more, for wholesale and high-net-worth investors. One of the entities within the group - Mayfair Wealth Partners traded as Mayfair Platinum and changed its name to Australian Income Solutions in mid-2020. In April 2021, the Federal Court ...

WTL mergers three advice firms amid joint venture

KARREN VERGARA  |  FRIDAY, 4 APR 2025
... Darwin Financial Services and Wealth Connect Financial Services - after announcing its joint venture with Merchant Wealth Partners this week. The joint venture known as "Investco" will inject an initial $3.5 million into the newly formed national group ...
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