MERGERS AND ACQUISITIONS

Life/Risk

StepStone Group LP today announced it will acquire Swiss Capital Alternative Investments and launch new private debt and hedge fund strategies....

People & Products

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

Funds management

Mergers and acquisitions activity is expected to rise through 2016 as an investment option in the current low growth, low dollar environment, a funds manager believes....

Accounting

Merger and acquisition activity jumped amoung accounting firms as the Baby Boomer group moved into retirement, while financial advisory firms were resisting....

Funds management

Boutique funds management organisation, Treasury Group, has completed its merger with US-based Northern Lights Capital Group as previously announced....

Funds management

Alternative investment manager, Artesian Venture Partners (Artesian) and KPMG Australia (KPMG) have struck up an alliance with the aim of engaging the corporate sector wi...

Financial planning

UK-based deVere Group has confirmed its intentions to grow a national financial planning presence in Australia via its acquisition of Meridian Financial. ...

Financial planning

Platform provider HUB24’s acquisition of Paragem has been completed....

Financial planning

Australian Unity says its financial services expansion plan hinges on the changing regulatory landscape, with the group hoping to pick up smaller advisory firms strugglin...

Financial planning

Calastone adds Dimensional Fund Advisors to its transaction network....

Financial planning

SFG Australia will cease to be a non-aligned advice group as IOOF’s purchase of the group reaches its conclusion tomorrow....

Financial planning

Treasury Group announces merger transaction with US-based multi-boutique, Northern Lights....

Financial planning

SFG Australia Limited shareholders have voted to support IOOF Holdings Limited’s proposed acquisition of 100 per cent of the company’s ordinary shares....

Financial planning

AMP Capital Property Portfolio has overseen the sale of a key NZ property portfolio to Canada’s Public Sector Pension Investment Board. ...

Superannuation

Boutique ethical investment fund Christian Super has announced it will merge with super provider for churches Australian Christian Super....

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