Wealth management firm Partners Wealth Group is doubling down on expanding its WA presence as it prepares a pipeline of acquisitions and joint venture deals.
Global investment bank Morgan Stanley has pulled its permanent wealth management presence in Perth, as four advisers defect to rival firm Canaccord Genuity Australia.
Partners Wealth Group has acquired a Busselton private wealth boutique, expanding its west coast business amid growing demand for advice in the regions.
Melbourne-based Partners Wealth Group has expanded its Western Australian presence by acquiring a 50 per cent interest in Mandurah-based Merideon Wealth Strategies for an undisclosed amount.
