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Showing 1 - 5 of 5 results for %22Connectus Wealth Advisers%22

Focus acquires sixth advice firm

KARREN VERGARA  |  WEDNESDAY, 6 OCT 2021
... ultra-high-net-worth clients. After signing a definitive agreement, it will become part of Focus' subsidiary Connectus Wealth Advisers. MISSO is the sixth acquisition for Focus in Australia, which most recently took on the George Ferizis Group based ...

Connectus acquires fifth practice

KARREN VERGARA  |  WEDNESDAY, 30 JUN 2021
Global financial advice firm Connectus Wealth Advisers continues its Australian expansion strategy, announcing it will acquire its fifth wealth management firm in less than a year. Connectus has entered into a definitive agreement to acquire New South ...

Queensland advice firm joins Connectus

KANIKA SOOD  |  THURSDAY, 29 APR 2021
... already owns stakes in Escala Partners and MEDIQ Financial Services but these are separate from the newer Connectus Wealth Advisers network. The Aspiri transaction is expected to close in the June quarter and is subject to customary closing conditions. ...

Connectus empowers advisers with Excelerate

JAMIE WILLIAMSON  |  THURSDAY, 18 FEB 2021
International wealth management firm Connectus Wealth Advisers is set to roll out a new program aimed at increasing adviser efficiency, driving scale and enhancing the client experience and outcomes. Connectus, which is owned by NASDAQ-listed Focus ...

US wealth manager acquires three Aussie firms

ELIZABETH MCARTHUR  |  THURSDAY, 3 DEC 2020
... announced. Brady & Associates Group, Link Financial Services Group and the Westwood Group will join the Connectus Wealth Advisers network, having been acquired by Focus. In Australia, Focus already owns Escala Partners and MEDIQ Financial Services but ...
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