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ACQUISITION
Funds management
Pinnacle Investment Management has acquired third-party marketing and distribution firm, Winston Capital Partners, in a move to expand its retail distribution footprint. ...
Funds management
Acquisitions helped Macquarie Asset Management grow its assets under management by 22% but base fees and performance fees were both down during FY21....
SMSF
Class’ net profit after tax fell 46% after the firm offloaded its investment in managed account service, Philo Capital, and has acquired legal documentation software prov...
Funds management
Iress has been approached a third time by EQT Fund Management to acquire all its shares and its board intends to recommend that shareholders vote in favour of the proposa...
Financial planning
State Street is set to launch a private markets solution for institutional investors as it acquires solutions and data management provider Mercatus....
Funds management
Athene Holding has acquired a minority stake in Challenger for $720 million as part of its growth strategy....
Funds management
The investment and advisory firm is the 50th to be admitted while the Chi-X group looks to be acquired by Cboe Global Markets and J.C. Flowers and Co....
Funds management
IOOF’s bid to acquire MLC, including NULIS Nominees, has been approved by the prudential regulator, and is working towards a completion date of 31 May, 2021....
Financial planning
The accounting and financial advisory network has acquired Blue Harbour Financial Partners and Henderson Matusch Group....
Funds management
Investec Australia has sold its corporate loan book to Metrics Credit Partners as part of its move to exit its Australian business....
Funds management
The 100% acquisition of Glennmont looks to enhance Nuveen’s $3.7 billion infrastructure platform. ...
Life/Risk
In the latest step of the acquisition, AIA Australia will notify CommInsure policyholders of their transfer to the life insurer which is subject to the Federal Court of A...
Funds management
Amanda Gillespie will be appointed as group executive of Perpetual Asset Management, Australia while David Lane will run the international division. ...
Financial planning
After picking up nearly 20% of Evans Dixon in August, 360 Capital is moving to acquire the company....
Funds management
The acquisition would include Parametric and Calvert and will be finalised in the second quarter of 2021. ...
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Podcast
FWIW I am a long term holder of both. I am relaxed about my LICs trading at a discount. Part of a cycle. I would like...
The term "The democratisation of private assets continues to gain steam" is marketing misleading. There is no democracy...
I have passed this exam, and it is not easy or fair exam. It's no wonder that advisers are falsifying their results. ...