Latest Wealth Management News

Page 11 of 11
Perpetual Limited's Q2 FY25 update reveals a 3.6% rise in Assets Under Management to A$230.2 billion, buoyed by currency tailwinds despite net outflows and market headwinds. Corporate Trust and Wealth Management also posted modest growth, setting the stage for the upcoming half-year results.
Claire Turing
Claire Turing
30 Jan 2025
Change Financial Limited reported a robust Q2 FY25 with revenue surging 53% year-on-year, driven by its expanding PaaS platform, while strategically exiting its loss-making US operations to sharpen focus on Australia and New Zealand.
Victor Sage
Victor Sage
30 Jan 2025
K2 Asset Management Holdings Ltd has won a significant new investment mandate worth approximately A$242 million, expected to increase its revenue by around 15%, reinforcing its strategic growth trajectory.
Claire Turing
Claire Turing
28 Jan 2025
Insignia Financial reported a robust 2.2% increase in Funds Under Management and Administration to $326.8 billion in 2Q25, underpinned by strong net inflows and strategic milestones including the IT separation from NAB and the unveiling of its Vision2030 growth strategy.
Claire Turing
Claire Turing
23 Jan 2025
Insignia Financial has received a second revised indicative proposal from Bain Capital to acquire the company at A$4.60 per share, matching a rival bid and signaling a competitive acquisition process.
Claire Turing
Claire Turing
23 Jan 2025
Netwealth Group Limited has reported a record $4.5 billion in net inflows for the December 2024 quarter, marking a 69.8% increase year-on-year and driving its funds under administration past $100 billion.
Claire Turing
Claire Turing
23 Jan 2025
Bain Capital has increased its non-binding offer for Insignia Financial to A$4.30 per share, matching a competing bid from CC Capital Partners and signaling intensified acquisition interest.
Claire Turing
Claire Turing
13 Jan 2025