ACQUISITION

People & Products

Following their acquisition by IOOF, ANZ Wealth’s aligned advice licensees and supporting teams are set to join the advice firm on 1 October this year. ...

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Funds management

Pengana Capital has acquired a minority stake in global credit fund manager, Global Credit Investments....

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Funds management

Blackstone has made an unsolicited and non-binding offer to acquire Investa Office Fund....

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People & Products

AMP Capital has acquired the remaining 50 per cent equity stake in Riverland Water Holdings from TRILITY for its Community Infrastructure Fund....

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People & Products

Centuria Capital Group has announced the Lederer Group will partner with Centuria Metropolitan REIT to acquire the remaining 50 per cent interest in a St Leonards propert...

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Financial planning

IOOF Limited has pointed to the contractual protections it enjoys with respect to any Royal Commission fall-out impacting its acquisition of the ANZ wealth management bus...

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Funds management

Contango Asset Management has announced it has acquired Switzer Asset Management and confirmed Marty Switzer as chief executive....

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People & Products

DomaCom’s Crowdfunding Platform has enabled KSI Investments to raise $6.4 million from investors to buy land in the South-West Sydney suburb....

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Life/Risk

Zurich has confirmed that it will keep both its own and OnePath Life’s brands and propositions active in the open market after it completes its acquisition of the latter ...

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Funds management

Fidante Partners has announced a strategic partnership and acquired a minority stake in fund manager, Latigo Partners....

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People & Products

Instreet Investment has taken a majority in Acorns Grow Australia and foreshadowed a rebrand....

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Financial planning

Eureka Whittaker Macnaught, licenced with Financial Wisdom, acquired Ken Mann’s financial planning practice on the NSW Central Coast....

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Funds management

BMY Group has acquired $1.4 million stake in Wholesale Investor ahead of its planned APAC expansion....

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Funds management

Northern Trust has completed its strategic acquisition of UBS Asset Management’s fund services units in Luxembourg and Switzerland....

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Funds management

IOOF has completed the acquisition of National Australia Trustees Limited by its trustee business, AET, after entering into an agreement with NAB in June....

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