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Mergers and Acquisitions

M&A

02 August 2016 • By Killian Plastow • 1 min read

Wilson HTM rebrands to 'Wilsons'

Financial services provider Wilson HTM has undergone a significant rebrand and changed its name to Wilsons, following an organisational restructure

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Planning practice valuations reach 8-year high

Offers to buy financial planning practices have been pushed to eight-year highs, according to business broker Radar Results. In a statement, ...

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NAB undergoes leadership reorganisation

NAB has announced a reshuffle both of its organisational and its leadership structures, with some executives leaving and parts of the business ...

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Fidante boutique raises $300m for alternatives fund

Resonance Asset Management, a Fidante-aligned boutique management firm, has raised US$300 million for a new alternatives fund. The new fund, ...

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Keybridge Capital sells Aurora Funds Management

Boutique firm Aurora Funds Management will have its second owner in less than two years following its sale to Seventh Orion, set for this Thursday 30 ...

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AZ NGA hits $3.1bn in AUM

Italian-backed AZ Next Generation Advisory (AZ NGA) has acquired a NAB-licensed financial planning firm, taking the company's assets under management ...

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Deloitte acquires asset management consultant

Financial services consultancy Deloitte has bolstered its asset management division with the acquisition of a global strategy specialist

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Spheria Asset Management joins Pinnacle Group

Recently formed small and micro-cap manager Spheria Asset Management has joined Pinnacle Investment Management. Spheria Asset Management was set up ...

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First State Super acquires StatePlus

First State Super has entered into a binding agreement with State Super to acquire the financial planning network StatePlus. The transaction is ...

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Global wealth firm expands to Australia

Melbourne-based financial planning firm MW Lomax has become the first Australian company to join US-based Focus Financial Partners' network of ...

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