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Showing 1 - 10 of 75 results for "Wealth Partners"

Betashares-backed MA appoints head of adviser engagement

STAFF WRITER  |  THURSDAY, 15 OCT 2026
... set up Aon's wealth management business in Singapore lends her expertise in a newly-created role at Trellia Wealth Partners. Belinda Barclay has been appointed head of adviser engagement at Trellia Wealth Partners, a managed accounts business formed ...

Mason Stevens farewells managing director

MATTHEW WAI  |  MONDAY, 12 OCT 2026
Mason Stevens managing director, global investment service has wrapped up his seven-year tenure at the company. Nick Mitchell has departed the company but did not disclose where he will be heading next. He has close to three decades of experience in ...

Ironbark raises $256m from global investment firm

RIDDHIMA TALWANI  |  TUESDAY, 29 SEP 2026
Ironbark Financial has raised $256 million investment from Merchant Wealth Partners, a New York-based investment manager, which provides equity investments to financial services firms. This is Merchant's largest investment outside the US market, joining ...

Hamilton Wealth mandates arcpoint OCIO

VINNY VUCAGO  |  MONDAY, 21 SEP 2026
Hamilton Wealth Partners has appointed arcpoint OCIO as its outsourced chief investment office as the specialist family wealth advisory firm seeks to strengthen its investment governance and support the needs of its growing client base. arcpoint founding ...

Esencia merges with HNW advice practice

MATTHEW WAI  |  TUESDAY, 15 SEP 2026
... individuals is merging with Esencia Wealth, adding some 250 clients and two senior advisers to the firm. Generation Wealth Partners is joining Esencia Wealth, also based in Sydney, saying the merger represents "the next chapter" in its journey to provide ...

WT Financial bets on scaling advice practices

RIDDHIMA TALWANI  |  THURSDAY, 2 JUL 2026
... first Hubco investment, Titan Advice Group (TAG). It is divesting from its subsidiaries Vesta Partners and Vesta Wealth Partners to TAG, which helps high-quality advice practices corporatise, access growth capital and build enterprise value. WT Financial ...

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 ...
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