private equity

Funds management

HNW investors among private equity’s ‘biggest cheerleaders’

High-net-worth investors and family offices are sustaining the rising demand for private equity investments, Schroders has unpacked, offering less volatility and the pote...

Funds management

Coller Capital launches PE fund on Aussie wealth platforms

Following the recent launch of its Private Equity Secondaries Fund, Coller Capital has made the fund available to investors on several wealth management platforms....

Financial planning

Don’t write off Insignia takeover yet: Morningstar

Morningstar believes there is still further to run with the potential takeover of Insignia Financial even with original bidder Bain Capital walking away....

Financial planning

Insignia PE bidder pulls out of acquisition process

Insignia Financial has announced the status of the two private equity bidders as due diligence comes to an end, with one bidder opting to pull out....

Financial planning

The 3 questions to transform wealth management

Consulting firm Bain & Company has shared how it believes the wealth management industry can be transformed and three questions firms should consider. ...

Funds management

Franklin Templeton uncovers second Aussie alts fund for wealth clients

The global asset manager is launching its second alternatives fund for Australian wealth clients, focusing on private equity investment opportunities....

Financial planning

PE wave spells good news for financial services recruitment

Private equity players’ rising interest in Australian financial services is driving an uptick in job vacancies as acquirers bring on new staff, leaving sellers to questio...

Funds management

Manager selection a ‘critical risk’ in private markets

Lonsec and SQM Research have highlighted manager selection as a crucial risk for financial advisers when it comes to private market investments, particularly due to the c...

Financial planning

Mason Stevens CEO on its PE-fuelled growth trajectory

Having rejected the possibility of an IPO, Mason Stevens’ CEO details why the wealth platform went down the PE route and how it intends to accelerate its growth ambitions...

Financial planning

‘Everyone’s a winner’ in Australia’s PE advice landscape

Rather than taking a controlling approach, the latest generation of overseas private equity deals is helping advice firms to achieve their growth ambitions, three comment...

Financial planning

Will Insignia’s cyber attack deter PE acquirers?

With Insignia Financial suffering a cyber attack on its Expand platform, this can potentially have a negative impact on the two private equity bids currently in play for ...

Funds management

HMC Capital flags upcoming private equity fund

The alternative investment manager has signalled its intentions to repackage an existing fund into a second private equity vehicle, targeting both listed and unlisted opp...

Funds management

PE firm completes acquisition of Mason Stevens

The acquisition of Mason Stevens by Adamantem Capital has reached completion, as the wealth platform looks to increase investment into its services for Australian wealth ...

Financial planning

An Insignia quarter: How much have shares risen since first M&A bid?

Three months on from the first Insignia Financial bid from Bain Capital, what developments have taken place and how have the firm’s shareholders benefitted? ...

Financial planning

Advisers experiencing ‘champagne problem’ with pricing power

The financial advice industry is experiencing a “champagne problem” regarding pricing, with advice firms seeing no need to cut their prices to remain competitive. ...