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Showing 1 - 10 of 77 results for "Wealth Services"

Diversa drags Praemium into First Guardian lawsuit

KARREN VERGARA  |  TUESDAY, 23 JUN 2026
... been thrown in the mix by Diversa Trustees. Praemium this morning announced, together with Powerwrap and One Vue Wealth Services (OVWS), it received notices of a cross-claim from Diversa Trustees relating to ASIC's proceedings taking action against ...

Equity Trustees opts out of super trustee business

RIDDHIMA TALWANI  |  MONDAY, 22 JUN 2026
... said this is part of a strategic repositioning to focus on its core corporate trustee services and trustee and wealth services businesses. ASIC recently commenced a second proceeding in the Federal Court against ETSL, alleging failures in care, skill ...

ASIC slaps adviser with 10-year ban, strips AFSL

MATTHEW WAI  |  FRIDAY, 19 JUN 2026
ASIC has banned Brett Newbound of Victoria, a financial adviser and the sole director of Freedom Wealth Services, which has subsequently lost its Australian financial services licence (AFSL). According to ASIC, Newbound was found to have forged client ...

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA  |  FRIDAY, 5 JUN 2026
... and acquisitions, and corporate advisory. If the sale goes ahead, Euroz Hartleys' other business line - private wealth services - would remain intact. This division comprises private wealth advisers who work with high-net-worth individuals, companies ...

Equity Trustees places superannuation arm under review

JAMIE WILLIAMSON  |  THURSDAY, 19 FEB 2026
... goodwill of the business." It said the business operates at lower margins to Corporate Trustee Services and Trustee Wealth Services and is operating in an environment of elevated regulatory scrutiny for platform-based super funds which is creating uncertainty ...

Diversa to 'vigorously defend' ASIC allegations

KARREN VERGARA  |  WEDNESDAY, 10 DEC 2025
... (AusPrac) and YourChoice Super. Praemium Australia is the promoter and platform operator of Praemium, while OneVue Wealth Services is the promoter and platform operator of YourChoice and AusPrac. Praemium is the parent company of YourChoice and AusPrac. ...

Outsourcing will 'supercharge' value of advice: Netwealth

MATTHEW WAI  |  TUESDAY, 4 NOV 2025
... outcomes." Additionally, there are many ways a business can evolve its product or service by offering additional wealth services like mortgage broking, estate planning, accounting services, or even lending services, especially for the younger generation. ...

Equity Trustees FUM tops $254bn

ELIZA BAVIN  |  THURSDAY, 21 AUG 2025
... RE market, and we have a strong pipeline of new business activity," O'Brien said. In addition, the trustee and wealth services (TWS) business also saw a steady year with revenue increasing 3.1% to $102.2 million. "TWS has successfully completed a period ...

Equity Story to buy advisory firm Baker Young

ANDREW MCKEAN  |  TUESDAY, 22 APR 2025
... pursuing a strategy of selective M&A opportunities that align with its commitment to deliver accessible, high-quality wealth services to retail and high-net-worth investors across Australia. This acquisition expands Equity Story's wealth management division ...

NGS Super shutters direct investment option

JAMIE WILLIAMSON  |  THURSDAY, 27 FEB 2025
... continue offering the service. NGS Super's Self-Managed Direct Investment Option (DIO) was provided via OneVue Wealth Services. However, OneVue has advised it is discontinuing the service. The super fund said that with only a "small number of providers ...
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