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.

Netwealth Group Limited will compensate members affected by the First Guardian Master Fund collapse with $101 million, impacting its 1H26 profit but aiming to restore member confidence swiftly.

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.

Euroz Hartleys Group Limited reported a robust FY2025 with an 87.7% jump in net profit and a strong start to FY2026, driven by increased brokerage and capital markets activity.

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.