PRIVATE EQUITY
Financial planning
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
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
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
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 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
Consulting firm Bain & Company has shared how it believes the wealth management industry can be transformed and three questions firms should consider. ...
Funds management
The global asset manager is launching its second alternatives fund for Australian wealth clients, focusing on private equity investment opportunities....
Financial planning
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
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
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
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
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
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
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
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? ...
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...