Perpetual Limited

FIDUCIAN GROUP LIMITEDFID · Financial ServicesSydney, Australia

69% matchPublic

Based in Sydney, Australia, and established in 1996, Fiducian Group Ltd, along with its subsidiaries, offers a comprehensive suite of financial services. The company's operations are structured across four main segments: Funds Management, Financial Planning, Corporate Services, and Platform Administration. Fiducian provides various investment solutions, including investor-directed portfolios and separately managed accounts, and acts as the trustee for Fiducian Superannuation Services. It also manages its own Fiducian funds and develops specialized IT software systems designed for financial planning. The company delivers extensive financial advisory services to clients, covering areas such as cash flow management, debt reduction, retirement and estate planning, and aged care. Additionally, it offers robust administration platforms for client accounts, including wrap platform and SMSF administration services. Its investment options further include diversified, sector, and specialist funds, as well as managed portfolios and manager system services.

Euroz HartleysEZL · Financial ServicesPerth, Australia

68% matchPublic

Established in Perth, Australia, in 1961, Euroz Hartleys Group Limited is a diversified financial services firm, known as Euroz Limited until its name change in November 2021. The company delivers a broad spectrum of financial solutions, including stockbroking, corporate finance, fund management, investment services, and financial and wealth advisory, primarily catering to private, institutional, and corporate clients throughout Australia. Its operations are structured across Retail, Wholesale, and Funds Management segments. Among its extensive services, the group provides equities research, institutional dealing, and private wealth management. Additionally, it offers corporate advisory on equity capital raising initiatives such as initial public offerings, placements, and rights issues, as well as underwriting, mergers and acquisitions, strategic planning, privatization, and corporate restructurings. Clients also benefit from strategic investment and superannuation advice, along with comprehensive investment management and portfolio administration services.

Insignia FinancialFinancial ServicesAustralia

67% match

Insignia Financial Ltd. is an ASX 200 wealth management company headquartered in Docklands, Melbourne, Australia. The firm provides financial advice, superannuation services, and retirement planning solutions to help clients reach their financial goals.

Bell Potter Securities LimitedFinancial ServicesAustralia

67% match

Bell Potter is a full-service Australian stockbroking and financial advisory firm providing investment, corporate, and institutional services.

Colonial First StateFinancial ServicesAustralia

67% match

Colonial First State is an Australian financial services company providing superannuation, retirement, and investment products to individuals and employers.

PENGANA CAPITAL GROUP LIMITEDFinancial ServicesSydney, Australia

66% match

Pengana Holdings Pty Ltd. operates as a publicly accessible investment management firm, dedicating its efforts to worldwide public equity and fixed income markets. The company develops and implements investment solutions that utilize dynamic, actively managed strategies, consciously opting not to align with standard market benchmarks. Founded in Sydney, Australia, in 2003, Pengana Holdings also has operational branches in Melbourne and Brisbane.