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Mergers and Acquisitions

Staff Reporter

Global advisory firm Willis Towers Watson has completed its acquisition of Russell Investments’ Australian actuarial practice.

Killian Plastow

Former Hunter Hall chief investment officer Peter Hall has accepted an offer from Washington H. Soul Pattinson for his remaining stake in the ethical fund manager.

Aleks Vickovich

Following its partnership with US wealth management firm Focus Financial, Melbourne financial advice boutique MW Lomax has expanded its “geographic footprint” with a key acquisition.

Mark Mitchell, Kapstream Capital, Daintree Capital, Perennial

Former Kapstream Capital portfolio manager Mark Mitchell has launched a new absolute return fixed income boutique with the founders of Perennial.

Killian Plastow

Ethical fund manager Hunter Hall Limited has entered a merger agreement with Pengana Capital, which will result in a business with combined funds under management of $3.1 billion.

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Staff Reporter

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Staff Reporter

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Simon Shields

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Jack Zhang