Tribeca ends 16-year GSFM relationship

Tribeca-Investment-Partners/GSFM/distribution/

| By Rhea Nath |

Tribeca Investment Partners has announced it is ending its distribution agreement with GSFM after 16 years as it seeks to internalise functions.

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Tribeca Investment Partners

GSFM

distribution

AUTHOR

Rhea Nath

Rhea L Nath is a journalist at Money Management. She has previously worked as a business reporter with Dynamic Business and journalist in the multicultural media with Indian Link Media Group. In 2022, she was named Young Journalist of the Year at the NSW Premier’s Multicultural Communications Awards.

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Relative Return: Taking an ESG lens to active ETFs

Podcast/Relative-Return/Sponsored-by/

| By Laura Dew |

Editorial

In this episode of Relative Return, host Maja Garaca Djurdjevic chats with James Harwood, director and senior portfolio manager of the APAC region at Russell Investments, about ESG and active exchange-traded funds (ETFs)

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Podcast

Relative Return

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Fiducian’s Auxilium platform identified as ‘disrupter of the disrupters’

Fiducian/licensees/AFSL/platforms/

| By Laura Dew |

Financial planning

Fiducian’s Auxilium platform has been identified as a strong capability and growth opportunity at the firm, having recently opened up to external advisers for the first time.

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AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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4 advice firms merge to create Esencia Wealth

financial-advisers/advice-practice/financial-advice/mergers-and-acquisitions/

| By Jasmine Siljic |

Financial planning

Four financial advice businesses have joined forces to form Esencia Wealth, which has opened its new Sydney office with over 1,000 clients and 10 advisers.

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financial advisers

advice practice

financial advice

mergers and acquisitions

AUTHOR

Jasmine Siljic

Jasmine Siljic is a journalist at Money Management. Prior to joining MM, she also worked across other Momentum Media brands as an intern and cadet journalist. She recently completed a Bachelor of Media and Communications at Macquarie University.

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Count equity business purchases Melbourne client book

M&A/Countplus/AFSL/Melbourne/

| By Jasmine Siljic |

Financial planning

O’Brien Accountants & Advisors, an equity partner firm of advice licensee Count, has acquired an accounting client book for $2.1 million to expand its Melbourne client base.

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AUTHOR

Jasmine Siljic

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Regal to acquire alternatives manager in $235m deal

regal-funds-management/Regal-Partners-Limited/Alternatives/private-capital/acquisition/M&A/

| By Laura Dew |

Funds management

Regal Partners has entered into agreement to acquire private capital and alternative investment specialist Merricks Capital for $235 million.

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regal funds management

Regal Partners Limited

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Sequoia delays shareholder EGM

Sequoia/AFSL/shareholders/

| By Laura Dew |

Financial planning

Sequoia has delayed its extraordinary general meeting by one day at the request of the Australian government’s Takeovers Panel regarding an application alleging unethical practices.

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Sequoia

AFSL

shareholders

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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GDG to fully acquire Lonsec

Lonsec-Research/generation-development-group/Generation-Life/M&A/

| By Maja Garaca Djurdjevic |

Funds management

Generation Development Group has announced it has entered into a binding agreement to acquire the remaining 61.9 per cent of Lonsec that it does not yet own.

AUTHOR

Fund managers back $2.2bn Guzman Y Gomez IPO

australian-equities/IPO/Magellan/Hyperion-Asset-Management/firetrail/

| By Laura Dew |

Funds management

Hyperion Asset Management and Firetrail Investments are among fund managers backing the upcoming $2.2 billion IPO of Mexican chain Guzman Y Gomez.

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australian equities

IPO

Magellan

Hyperion Asset Management

firetrail

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Bridging the gap as HNW clients seek alternatives

praemium/Alternatives/asset-allocation/financial-advice/Premium-Content/

| By Laura Dew |

Features

Advisers and platforms have a role to play in educating their clients with alternative investments, according to Praemium, as research finds alternative assets are set to reach US$21 trillion next year.

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AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Tribeca ends 16-year GSFM relationship

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Relative Return: Taking an ESG lens to active ETFs

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Fiducian’s Auxilium platform identified as ‘disrupter of the disrupters’

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4 advice firms merge to create Esencia Wealth

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Count equity business purchases Melbourne client book

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Regal to acquire alternatives manager in $235m deal

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Sequoia delays shareholder EGM

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GDG to fully acquire Lonsec

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Fund managers back $2.2bn Guzman Y Gomez IPO

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