“Everyone sees the opportunity; few have cracked the model” when it comes to targeting high-net-worth (HNW) clients, according to a new wealth management report from consultancy Oliver Wyman. In its ...

Two years on from its four-way merger, Esencia Wealth chief executive and co-founder Matt Fenning says the firm is now assessing future expansion opportunities with a five-year goal of increasing its ...

Generation Life has launched five investment bond solutions across private markets, geared strategies and global small caps, expanding access to these asset classes for financial advisers and ...

Merchant Investment Management (MIM) has expanded leadership in the region naming two new managing directors, one of which will also take up head of Merchant Australia. The global capital partner has ...

Merchant Wealth Partners has taken a strategic minority investment in multi-disciplinary firm Infinity Financial Consultants, while eyeing future M&A opportunities. Founded by chief executive Trevor ...

Advice firms need to consider if the “revolving door” of private equity (PE) deals is in the best interest of ...

The Financial Advice Association Australia (FAAA) has described this week’s ASIC levy estimate for advisers as “crippling” for the sector. Corporate regulator ASIC announced this week that the ASIC ...

European private equity giant EQT has increased its bid for Perpetual. Perpetual said in an ASX announcement late on 16 July that it had received a revised non-binding, conditional and indicative ...

PIMCO has appointed a managing director to its local wealth management office, and across its global offices, bolstering its leadership team with several internal promotions. The fixed income ...

Financial technology group DASH has received a follow-on investment from capital fund Bailador Technology Investments of up to $5 million. Bailador’s investment in DASH currently consists of a $39.7m ...

Russell Investments is to be acquired by an investor consortium led by US venture capital firm B Capital. Based in California, B Capital is a venture capital firm and the investor consortium it has ...

Why Real Estate Private Credit Is Becoming a Strategic Allocation. By 2025, real estate private credit has firmly entered the investment mainstream. Once viewed as a niche alternative, it is now ...