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Mergers and Acquisitions

M&A

19 October 2017 • By Jessica Yun • 1 min read

Morningstar weighs in on ANZ-IOOF deal

Morningstar analysts have assessed the long-term impact that IOOF’s purchase of ANZ’s dealer group and pensions businesses will have on both ...

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IOOF leapfrogs banks on FUA

IOOF’s acquisition of ANZ’s pensions, investments and licensee businesses will make it the country’s second-largest financial advice business, ...

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Bennelong launches second UK boutique

Bennelong Funds Management has signed up its second boutique fund manager in the UK as the Australian firm looks to expand its presence in the country

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Managed accounts a ‘one-in-20-year’ transition

Advice firms are undergoing a once-in-a-generation shift away from the non-discretionary investment management embodied by traditional wrap platforms, ...

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Equity Trustees makes UK acquisition

Equity Trustees has acquired 60 per cent of London-based Treasury Capital, a provider of fund governance services. Equity Trustees has established ...

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Natixis takes majority stake in IML

Natixis Global Asset Management has acquired a majority ownership stake in Australian equities manager Investors Mutual ...

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IOOF completes acquisition of NAB trustee business

IOOF has announced that it has completed the acquisition of National Australia Trustees Limited via its Australian Executor Trustees Limited ...

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WA Super to merge with Concept One

Perth-based industry super funds WA Super and Concept One have announced their decision to merge, a transaction that will create a $3.2 billion ...

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Propertylink rejects Centuria takeover bid

Centuria Capital has failed in its first attempt to acquire Australian real estate investment trust (A-REIT) Propertylink. In an announcement to ...

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Life sale a ‘credit positive’ for CBA: Moody’s

The sale of CBA’s life insurance businesses will help strengthen the bank’s capital position as it prepares for the possibility of heavy fines from ...

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