US family office launches Australian arm
The Asena Family Office (Asena) has officially set up shop down under, merging with Melbourne-based boutique family office and asset management firm Giles Wade.
Source: financialstandard.com.au
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US family office launches advisory service in Australia
Advisory firm Giles Wade has partnered with US-based Asena Family Office to help it launch an Australian arm offering advice and asset management services.
Source: moneymanagement.com.au
PSK makes first WA acquisition
PSK Private Wealth has acquired Perth advice business Sage Financial Group as it expands its national footprint.
Source: moneymanagement.com.au
WA firm makes advice acquisition
Western Australia-based Capital Partners Private Wealth Advisers has announced it will acquire Partnership Wealth.
Source: moneymanagement.com.au
Katie McDonald: Charged with the job of expanding Giles Wade into WA
For the first time in her career, Katie McDonald has a business partner or boss that is a woman. This is a big deal for the now-Perth based adviser who has centered her career around boosting the financial outcomes for women.
Source: professionalplanner.com.au