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ACQUISITION

Funds management

CFSGAM has made its first infrastructure investment in France — a leading energy supply business, which is growing its renewable energy production. ...

People & Products

Infocus Wealth Management’s ‘Succession Plan’ strategy has seen it acquire a fourth advice business....

People & Products

To strengthen existing fundamental equity and active fixed income teams, State Street has agreed to acquire GE Asset Management....

Financial planning

Wealth management group, Standford Brown, has acquired Ian MacRitchie’s IMR Financial Advisors....

Superannuation

OneVue has acquired super administration business Super Manager Australia to expand its superannuation services....

Superannuation

Fintech provider, Enzumo, is seeking shareholder support for its $9.5 million deal to acquire superannuation research house, Chant West....

Financial planning

The Paul Barrett-led AZ NGA Group has taken a 51 per cent stake in Gareth Hall’s Wise Planners business....

Financial planning

Macquarie grows motor finance market share via its acquisition of Esanda dealer finance from ANZ....

Financial planning

AZ Next Generation Advisory, has announced its fourth acquisition in five months, bringing its total assets under management to $1 billion....

People & Products

Canberra-based accounting and consulting firm, Synergy Group, has acquired Moore Stephens Canberra....

People & Products

Financial market and mortgage system supplier IRESS has acquired Proquote and Pulse Software Systems to its portfolio in a bid to expand its UK operations....

Tools & guides

Identifying corporate takeover targets can be a lucrative strategy but avoiding rumour is critical, writes Christian Ryan....

Financial planning

Fiducian Group has acquired a Sydney-based advice firm with $85 million in FUA, bringing the group’s total FUA to $1.71 billion....

Funds management

Challenger’s Findante makes key European acquisition as turn-key to replicating its multi-boutique play....

Financial planning

Wilson Investment Group has sold its securities business to Wilson HTM, Craigs Investment Partners and Deutsche Bank after two years of flagging earnings....

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