ACQUISITION

Funds management

Charter Hall Direct’s PFA Fund has acquired a 50 per cent interest in Brisbane and Perth office buildings leased to state governments....

image
Funds management

Folkestone has advised that Charter Hall has completed its acquisition, following the implementation of schemes of arrangement between Folkestone and its shareholders....

image
Financial planning

Decimal shareholders will meet in early December to sign off on sale of the firm to Sargon Capital....

image
Funds management

WAM Capital has announced that its takeover bid for the entire issued share capital of Wealth Defender Equities is now unconditional....

image
Funds management

The Federal Court has approved the proposed scheme of arrangement under which Charter Hall Limited will acquire Folkestone....

image
Funds management

Folkestone has announced that its shareholders have approved the acquisition of the firm by Charter Hall....

image
Funds management

Propertylink Group has submitted a non-binding proposal to acquire all the outstanding units in Centuria Industrial REIT....

image
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. ...

image
Funds management

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

image
Funds management

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

image
People & Products

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

image
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...

image
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...

image
Funds management

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

image
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....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

4 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

6 months 2 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

1 week 4 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 days 3 hours ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

4 days 6 hours ago