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Financial Services

Yesterday

The Trump administration is hoping for the passage of the “big, beautiful bill” through the Senate by July 4. But its fate is not certain.

Big super says ‘big beautiful’ Trump bill could cut $3.5b from returns

The budget proposal at the centre of recriminations between the US President and Elon Musk would ramp up taxes on US investments, hurting retirement savings.

Some investors say CBA’s operational consistency and dominant position in both retail and business banking justify the valuation.

Texan investment giant’s $1b buy order pumps up CBA’s share price

A bulky order for the bank’s stock over the past fortnight has helped the country’s biggest lender pass $300 billion market capitalisation.

Adrian Puljich and his family are in line for a big payday if GemLife’s IPO pitch flies with fundies.

Land lease communities biz GemLife locks in $750m IPO commitments

The family-owned land lease communities developer has secured firm bids for its $750 million IPO target, after its bankers closed the cornerstone bookbuild on Friday afternoon.

Matt Comyn says Australia needs to use the AI boom as a moment to drive reform.

12 ways CBA shares could come back to earth

If the AI revolution disrupts Australia’s economy, our big banks won’t be immune. It’s an example of the sort of war-gaming investors need to start considering.

Lex Greensill, the founder of Greensill.

Lex Greensill ‘slippery and prone to lying’, court told

A former SoftBank executive disclosed the comment in a lawsuit brought by Credit Suisse fund after the collapse of Greensill Capital.

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Sympli puts up the white flag, proposes working with arch-rival PEXA

The ASX-listed conveyancing services giant, backed by Commonwealth Bank, says it is “not the role of competitors” to discuss industry structure.

Chinh Chu, founder and senior manager of CC Capital Partners.

Bain’s done with the Insignia M&A battle, so where’s CC Capital?

Conditions are ripe for the last-standing suitor to reduce its bid.

This Month

Tanarra founder John Wylie is on a bad run.

John Wylie’s run of bad bets

A rumoured interest in IDP Education adds to the list of troubled investments.

Australian Banking Association CEO Anna Bligh.

ABA whittles down search for new CEO

The departure of Anna Bligh opens the door, potentially, for another former politician.

Paul Brindle has been chief executive of Health Metrics since 2022.

Tanarra Capital secures exit at software biz Health Metrics

The buyer is none other than California-headquartered Accel-KKR, back for a second helping at Tanarra’s offices amid its quest to pick off as many promising Aussie start-ups as it can.

Virgin Australia has secured enough commitments from fund managers to make its way onto the ASX.

Bain Capital seals Virgin’s ASX relisting as fundies commit to IPO

Brokers working on the transaction closed their books hours before expected amid a rush of demand for shares, which are expected to start trading this month.

Scott Nuttall says private equity can get caught up in a genius/idiot cycle.

KKR CEO: Don’t believe ‘private equity is dead’ narrative

But Scott Nuttall, the private equity giant’s co-chief executive, predicts a shakeout as higher interest rates bite poor investments made during the pandemic.

Kalpi Prasad, who founded Renown Lending in 2023, is upfront with potential clients in non-bank lending, telling them straight away he spent almost two years in prison for fraud almost a decade ago.

Meet the ex-con behind this $400m private credit business

Kalpi Prasad is riding Australia’s private credit wave, drawing on a troubled past to serve clients who don’t fit neatly into traditional financing.

L1 Capital’s Rafi Lamm and Mark Landau.

L1 Capital mulls its Plan B amid Platinum merger diligence

Firm announces purchase of 16.85 per cent stake in Platinum Capital Limited, a $400 million ASX-listed fund that is among its manager’s crown jewels.

CBA boss Matt Comyn.

The market is more bullish on Commonwealth Bank than Nvidia

It seems nothing can stop CBA’s extraordinary share price rally, which is now threatening to eclipse the magnificent seven tech stocks.

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Morgan Stanley’s local CEO Richard Wagner.

Hunter and Bailey: New power couple emerges in Morgan Stanley’s IB unit

The staff memo went on to list the duo’s recent advisory roles, including advising UK buyout player Permira on its $4 billion radiology giant I-MED.

Land tax has risen in Victoria.

Peter Thiel-backed Singapore venture pushes into financial advice

Syfe Group says 8 per cent of Singaporeans use its wealth management platform, and its goal is to draw similar numbers to its Selfwealth site in Australia.

Citi’s head of global asset managers for Asia Pacific, John McLean.

Citi names new head of equity capital markets as Jahrling exits

Rob Jahrling’s departure comes after a tough period for the small but important profit centre for the Wall Street bank.

Scott Nuttall says he’s staying focused on the next 10 to 20 years.

KKR’s CEO on the new rules of private equity (and next big trends)

The firm’s global co-chief executive, Scott Nuttall, says the original barbarian at the gate is in the midst of a period when the old way is being re-written.

Nathan Parkin, co-founder and portfolio manager at Ethical Partners has a new home at Australian Ethical.

Ex-Perpetual fundie lands at Australian Ethical

Co-founder of Ethical Partners Funds Management, Nathan Parkin, will join the ASX-listed firm in the newly created position next week.

Former Olympic diver Mike Murphy and Bain Capital are ready to hand Virgin’s reins to public markets.

Painful private market discounts the key to unlocking IPOs

It is ironic that Virgin launched its listing on the same day ASIC released 50 submissions into its public-private markets review.

Commonwealth Bank’s head office in Sydney. The bank is by far the largest on the ASX.

Investors cash in as CBA soars past $300b but distortion fears grow

The bank’s relentless share price rise has seen its value soar well above the second-largest stock, BHP, despite brokers broadly considering it overpriced.

Former Macquarie Bank head of Australian equities Dan Ritchie is now heading up Factory Capital.

Ex-Macquarie equities boss seeks $100m for investment firm

Factory Capital has pressed play on an equity raising as it seeks to stock up its balance sheet through family offices and high-net-worth investors.

Westpac said it wants to resolve a case brought by ASIC over failes at RAMS as quickly as possible.

Westpac sued by ASIC over ‘systemic’ failures at RAMS

The corporate regulator said the lender suffered a major governance failure by not adequately supervising franchisees, who forged documents to write loans.

Virgin Australia’s IPO is ready to take off.

Inside Bain’s Virgin pitch, and the one number investors will fear

A tightly held pathfinder prospectus reveals all the key financial metrics that the airline’s potential new shareholders can look forward to.

Original URL: https://www.afr.com/companies/financial-services