• Street Talk

Euroz mulls ditching Pershing post-merger: sources

The merger of well known Perth based brokers Euroz and Hartleys could spell disaster for the potential sale of BNY Mellon-owned clearing house Pershing.

• Jul 23, 2020
• Sarah Thompson, Anthony Macdonald and Tim Boyd

• Street Talk

Euroz signs non-binding terms to acquire Hartleys

Two well known Perth-based brokers look to be coming together.

• Jun 19, 2020
• Sarah Thompson, Anthony Macdonald and Tim Boyd

Baillieu Holst says Australia not over-broked, posts profit

Baillieu Holst's managing director Gavin Powell says the Australian market is not over-broked, even amid a proliferation of new independent advisory firms, as the industry continues to be buoyed by a growing pool of superannuation.

• Oct 15, 2015
• Joyce Moullakis

Bell Financial Group tips more fringe operators to fall as profit climbs

Bell Financial's managing director Alastair Provan has warned that spikes in market volatility are likely to catch out shoddy stockbrokers, as sector reels from BBY collapse.

• Updated Aug 11, 2015
• Joyce Moullakis

• Street Talk

Tucker to unveil emerging companies fund under Westoz banner

Contango Asset Management portfolio manager Andrew Mouchacca and former Perennial Growth operative Richard Macdougall are launching their own emerging companies fund, which will be the first boutique operating under the new Westoz Investment Management banner.

• Updated Jul 13, 2015
• Edited by Sarah Thompson, Anthony Macdonald and Jake Mitchell

Euroz snaps up Perth's Entrust Private Wealth Management

Stockbroking and funds management firm Euroz Limited ramped up its push into the private advice industry on Friday, agreeing to acquire fellow Perth-based firm Entrust Private Wealth Management.

• Jul 3, 2015
• Joyce Moullakis

Euroz predicts resources resurgence

Euroz executive chairman Andrew McKenzie is tipping a resurgence in resource stocks in the next six to 18 months, and is adamant the broking and funds management group is well placed to benefit.

• Updated Sep 1, 2014
• Joyce Moullakis

• Iron ore

Suitors circle beleaguered Pilbara miner Atlas Iron

Takeover talk aroun Atlas Iron is hotting up following a string of tentative overtures for the struggling Pilbara miner. No formal approach is thought to have been made. But Goldman Sachs and Perth-based Euroz are known to be close to the junior, and would likely be first in line for a defence mandate.

• Sep 1, 2014
• Sarah Thompson, Anthony Macdonald and Gretchen Friemann

• Gas

Bell Financial sees better second-half after profit dives

Bell Financial Group is tipping improved earnings in the second half of 2014, after the stockbroking and advisory company posted a 77 per cent drop in first-half profit due to flat equity trading volumes.

• Updated Aug 23, 2014
• Joyce Moullakis

Euroz appoints Citigroup’s Curnow to securities board

Stockbroking and advisory firm Euroz has appointed former Citigroup director David Curnow to board of its securities unit, and he also joins the company’s institutional sales team.

• May 26, 2014
• Joyce Moullakis

• Investment banking

Euroz buys Blackswan Equities, issues 5.2m shares

Updated | Stockbroking and advisory firm Euroz has agreed to acquire Blackswan Equities, via the issue of 5.2 million Euroz shares, almost doubling the size of the latter’s private client dealing desk.

• Updated May 16, 2014
• Joyce Moullakis

Euroz halts shares, transaction pending

Stockbroking and advisory firm Euroz has halted trading in its shares pending an announcement about a potential transaction. Talk broking sector rationalisation has been rife this year.

• Updated May 15, 2014
• Joyce Moullakis

• Opinion

PEP ducks escrow as Energy Developments expects liquidity boost

Pacific Equity Partners has dodged an escrow period for its $650 million Energy Developments stake, but fund managers bought into Monday’s offer confident it would be difficult for the private equity firm to sell any more shares in the next six-months.

• Updated Feb 28, 2014

Wilson HTM in the black, a better place

Wilson HTM Investment Group ‘s acting chief Sandy Grant expressed confidence on Wednesday that the company was in better stead for future earnings growth, after reporting its first interim profit since 2011.

• Feb 27, 2014
• Joyce Moullakis

Paul Masi optimistic for Shaw’s future

Shaw Stockbroking’s chairman Paul Masi is upbeat on the company’s earnings momentum, buoyed by new offices in Brisbane and Perth, but has a cautious tone around broader equity trading volumes.

• Updated Feb 18, 2014
• Joyce Moullakis