private equity

Funds management

HMC Capital targets PE fund on wholesale platforms

Fund manager HMC Capital is seeking to expand fundraising for its private equity vehicle into wholesale platforms now that it has achieved a three-year track record, whil...

Financial planning

CFS makes debut private equity allocation in JPMAM partnership

Colonial First State has partnered with JP Morgan Asset Management to make its inaugural private equity allocation, continuing the firm’s expansion into unlisted asset cl...

Financial planning

Financial M&A buyers decline after FY24 spike

When it comes to M&A activity, the share of financial buyers such as private equity firms in Australia fell from 67 per cent to 12 per cent in the last financial year. ...

Financial planning

Low stickiness impacts Insignia's competitive standing: Morningstar

While the acquisition of Insignia by CC Capital will help the business, Morningstar believes customer and adviser loyalty will be key as to whether it can regain its pre-...

Financial planning

Insignia enters SID with CC Capital

Just one day after announcing it was awaiting a final bid from CC Capital, the two firms have entered a scheme of arrangement, albeit at a lower price than initially bid....

Financial planning

Insignia plays waiting game with final PE bidder

The prospect of a takeover of Insignia Financial still remains up in the air as remaining bidder CC Capital bides its time on making a final offer....

Financial planning

Insignia Financial bidder mulls latest takeover offer

CC Capital, the last remaining player in the bid to acquire Insignia Financial, is still yet to finalise its offer, the firm has informed the market....

Financial planning

Private equity giant TA Associates backs Aussie wealth firm

Private equity giant TA Associates has made a strategic investment of an undisclosed sum into a major Australian wealth and investment player....

Funds management

Private equity funds ‘lift their game’ to attract wealth managers

The development of semi-liquid private equity funds is providing an easier way for wealth managers to access the asset class, according to a panel, while firms are substa...

Financial planning

Insignia shares’ rollercoaster ride during M&A bidding war

Having peaked at more than 40 per cent growth since the first M&A bid, Insignia Financial shares have returned to earth six months later as the company awaits a final dec...

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. ...