PE firm completes acquisition of Mason Stevens

Mason-Stevens/private-equity/M&A/platforms/

The acquisition of Mason Stevens by Adamantem Capital has reached completion, as the wealth platform looks to increase investment into its services for Australian wealth practices.

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HMC Capital flags upcoming private equity fund

private-markets/private-equity/fund-launch/

The alternative investment manager has signalled its intentions to repackage an existing fund into a second private equity vehicle, targeting both listed and unlisted opportunities.

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Otivo launches AI advice tool

otivo/AI/fintech/advice-technology/

Digital advice provider Otivo has launched an interactive tool, powered by artificial intelligence and Otivo’s own advice engine, to help answer client questions.

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Global X bolsters gold ETF suite

Gold/Global-X-ETFs/ETFs/commodities/

Global X’s third gold-focused ETF in Australia has hit the ASX for financial advisers and investors seeking an alternative way to access the commodity.

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Which new Aussie ETFs hit the market in 1Q25?

ETFs/active-ETFs/fund-managers/fund-launch/

The first quarter of the calendar year was a busy period for fund managers launching new ETFs, ranging from cryptocurrency funds to fixed income products.

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Betashares creates geared retirement series with AMP

North/amp/ETFs/BetaShares/

Betashares has extended its partnership with platform AMP North to create a targeted geared retirement series utilising internally geared ETFs.

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RBA makes pre-election rate call

RBA/central-banks/interest-rates/monetary-policy/

The Reserve Bank of Australia has delivered its first rate decision since the introduction of a new board structure last month.

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Diversify to defend wealth amidst rising volatility

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Corporate regulator gets down to business in 1Q25

ASIC/FSCP/adviser-ban/court/

ASIC was active in the first quarter of 2025 with several financial adviser bannings and court action, while the FSCP also handed down outcomes to advisers.

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Merchant director’s 35-year history in Australian advice

WT-Financial/M&A/Shadforth/

With a joint venture announced between WT Financial and Merchant Wealth Partners, the firm may have a US background, but partner David Haintz has a long history with Australian financial advice.

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