Latest Wealth Management News

Perpetual Limited has extended its exclusivity agreement with Bain Capital into early 2026 as discussions continue over the potential sale of its Wealth Management business. While progress is steady, no binding deal is yet assured.

AWAG has accelerated its growth trajectory by doubling its authorised representatives and increasing funds under management to $3.6 billion through strategic investments in Avalon Financial Services and SWR Chartered Accountants.

Pursuit Minerals has completed the acquisition of the Sascha Marcelina Gold Project in Argentina, setting the stage for a high-impact drilling campaign while simultaneously advancing its lithium development at Rio Grande Sur.

Bell Financial Group reports a strong turnaround with a 17% rise in profit before tax for the 11 months to November 2025, driven by growth across key divisions and a robust second half.

Prime Financial Group has reported robust FY25 results, doubling its revenue run rate and expanding its high-net-worth client base through strategic acquisitions. The company sets ambitious growth targets for FY26 and beyond, underpinned by technology investments and leadership enhancements.

HUB24 Limited showcased strong growth and strategic innovation at its 2025 Investor Strategy Day, highlighting market leadership and ambitious expansion plans across wealth management technology.

Count Limited reported robust FY2025 financial results marked by significant revenue and profit growth, underpinned by strategic acquisitions and organic expansion. The positive momentum continues into FY2026 Q1 with further gains and a solid M&A pipeline.

Count Limited reports robust FY25 financial results driven by successful acquisitions and organic growth, with promising momentum continuing into FY26. The company’s integrated accounting and wealth services model positions it well amid demographic and market trends.

Count Limited reported robust FY2025 growth with funds under management surpassing $5.1 billion and increased dividends, while advancing its acquisition strategy and embracing AI-driven efficiencies.

Perpetual Limited has taken a significant step by entering an exclusivity agreement with Bain Capital Private Equity to explore selling its Wealth Management business, though no deal is guaranteed.

Impact Minerals is reigniting exploration at its vast Broken Hill project in NSW, leveraging rising metal prices and a proprietary multi-metal ratio to uncover high-grade platinum group metals and base metals.

Australian Bond Exchange Holdings (ASX – ABE) unveiled new AUD-denominated market-linked securities and progressed its AI-driven credit analysis tool, while reporting a $0.7 million quarterly cash outflow and plans for capital raising.