Apt Wealth Partners launches legal services offering

financial-advisers/lawyers/legal/specialist/estate-planning/

| By Jasmine Siljic |

The financial advice business has expanded its range of services with the introduction of Apt Wealth Legal Services to meet clients’ evolving needs in estate planning and family law.

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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LGT Capital Partners unveils private equity vehicle

liquidity/wholesale/private-markets/Alternatives/fund-launch/

| By Jasmine Siljic |

Funds management

Amid the rising demand for more flexible private equity investment options, LGT Capital Partners has launched a semi-liquid fund for wholesale investors in Australia and New Zealand.

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Jasmine Siljic

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2 fund managers make senior hires

Dexus/Perennial-Partners/Perennial/real-estate/private-markets/

| By Laura Dew |

Funds management

Perennial Partners and Dexus have both made senior appointments to their fund management teams as they evolve their businesses.

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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FSCP makes latest decision over super advice error

FSCP/financial-advice/ASIC/

| By Keith Ford |

Financial planning

Advice around a client’s concessional contribution cap was the reason for the latest written direction by the Financial Services and Credit Panel.

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Keith Ford

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Professional development a ‘core focus’ for wealth managers

professional-development/Robert-Half/recruitment/training/wealth-management/

| By Jasmine Siljic |

Financial planning

Wealth management leaders are being encouraged to maximise the value of new and existing talent through continuous upskilling, as one-quarter of Australian employees seek greater professional development.

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Jasmine Siljic

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Sequoia gains major shareholder seeking to benefit from M&A

Sequoia/insignia/wealth-management/australian-equities/

| By Laura Dew |

Financial planning

Sequoia has gained a new shareholder after the Australian Wealth Advisors Group took a substantial stake, stating it sees the advice licensee’s shares trading at a deep discount after corporate activity last year .

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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Platform launches aiming to democratise retail private market investment

platforms/private-markets/Alternatives/Brett-Jollie/

| By Jasmine Siljic |

Financial planning

Investment fund infrastructure provider FundBase Group is set to launch a new platform for Australian retail investors looking to enter the private markets universe.

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Jasmine Siljic

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Selfwealth/Bell deal in doubt as third bidder emerges

selfwealth/Bell-Financial-Group/M&A/merger-and-acquisition/

| By Jasmine Siljic |

Funds management

Selfwealth has received a third non-binding indicative offer from a new bidder which it says represents a “superior proposal” to its existing scheme implementation bid with Bell Financial Group.

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Jasmine Siljic

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Fidante adds Melbourne long-short manager as affiliate

Fidante/long-short/absolute-return/global-equities/

| By Laura Dew |

Funds management

Fidante has expanded its affiliate manager range with a strategic partnership with global long-short manager System Capital.

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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Fund houses double down on naming amid greenwashing fears

morningstar/australia/ESG/sustainable/

| By Laura Dew |

Funds management

Over 250 sustainable funds globally changed their names or dropped key ESG terms during 2024 amid regulatory greenwashing fears, according to Morningstar data.

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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