MERGERS AND ACQUISITIONS
People & Products
US-based Pavilion Financial Corporation has moved to acquire Altius Holdings in a move that expands its geographic footprint....
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. ...
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