In its quarterly results announced earlier this year, Netwealth’s funds under administration (FUA) rose $2.5 billion, from $101.6 billion in the previous quarter to $104.1 billion as at 31 March ...

Data and technology provider Novigi has acquired Iress’ superannuation consulting and managed services business from Apex Group. This follows Apex’s completion of the acquisition of Iress’ ...

High-net-worth (HNW) investors and family offices are sustaining the rising demand for private equity investments, Schroders has unpacked. Private companies’ allure of offering potentially higher ...

Financial advisers are not dissimilar from psychologists during market swings, according to Escala Partners. Amid recent tariff-induced turmoil, the private wealth and investment advisory group ...

Netwealth’s chair is set to depart after a decade spent on the board, with the firm naming his successor who will take up the position in September this year. The financial services company announced ...

Ironbark Investment Partners acquired a Sydney-based family office business at the end of May as it looks to double down on the delivery of high-net-worth (HNW) advice. The firm purchased Mercury ...

La Trobe Financial has announced the launch of an ASX-listed private credit fund, offering a new funding avenue for the firm. The La Trobe Private Credit Fund (ASX: LF1) aims to raise between $100 ...

Two fund managers have shared how they aim to ensure their private markets funds can meet their liquidity terms. Speaking on a Morningstar webinar, Lucie Bishop from Revolution Asset Management and ...

Shaw and Partners has welcomed four new hires from Bell Potter Securities, strengthening its presence in the Queensland advice market. The investment and wealth management firm appointed Dwight ...

The move was a surprise as it had previously entered into a scheme of arrangement with BFG, but Svava increased its offer, and BFG declined to make a counterproposal.. At a scheme meeting on 22 April, ...

First Sentier Investors has announced the hire of its incoming chief financial and strategy officer to drive growth. Ashley Conn is set to take up the Sydney-based executive position in late May, ...

Betashares and Global X have announced they will both be launching new products focused on defined income and Chinese equities, respectively. Global X has announced it will launch the Global X China ...