Financial advisers play an integral role in helping many Australians progress towards their financial goals. Trellia Wealth Partners brings together our unique strengths and a shared purpose – to support advisers through innovation, partnership, and best-in-class investment thinking. This is not just about combining capability, it’s about accelerating our impact.
Financial advisers in Australia have been provided with an excellent opportunity to bolster their services through the merger between Betashares and InvestSense, two established entities in the sector. This new partnership will create a comprehensive platform for financial advisers to offer a wide range of investment solutions to their clients, including index-based, active, and bespoke managed accounts. The combined entity, Trellia Wealth Partners, will be an independent standalone business with a focus on enhancing business efficiency and delivering exceptional client experiences. Upon completion of the transaction, which is expected to occur in Q3 2025, financial advisers will benefit from an expanded choice of services.
- • Index-based investment solutions for diversified portfolios
- • Active investment strategies to meet specific market conditions
- • Bespoke managed account solutions tailored to individual client needs
Betashares and InvestSense will bring together their unique strengths and capabilities to form a robust and comprehensive offering. The deal was facilitated by the positive outlook for Australia’s financial advice market, which is anticipated to experience future growth and increased adoption of managed accounts.
- 1. Greater advice demand, driven by increasing financial literacy and the desire for more bespoke services
- 2. The rise of ETFs as a preferred investment option among financial advisers and investors
- 3. Opportunities in private markets, offering access to a wider range of investment opportunities
- 4. A shift in superannuation sector towards pension phase, where retirees require more sophisticated investment solutions
- • Trellia Wealth Partners will be an independent standalone business
- • The entity will offer a range of investment solutions and tools to enhance business efficiency
- • The management and service of existing client portfolios will remain unchanged
Financial advisers will also gain access to advanced technology and tools to enhance business efficiency and deliver enhanced client experiences. This will enable them to better serve their clients and grow their businesses. InvestSense directors Jonathan Tolub, Jonathan Ramsay, Fil Andronaco, and Paul Carrington will serve as partners in the new entity, ensuring continuity and stability. The management and service of existing client portfolios will remain unchanged, unless enhancements are available to adviser benefits.
The creation of Trellia Wealth Partners represents a significant development in the financial advice market in Australia. The merger highlights the importance of innovation and partnership in delivering value to clients. For instance, Alex Vynokur, Betashares CEO, highlights the combined capabilities of the two firms: “Financial advisers play an integral role in helping many Australians progress towards their financial goals. Trellia Wealth Partners brings together our unique strengths and a shared purpose – to support advisers through innovation, partnership, and best-in-class investment thinking.”
Financial advisers can take advantage of this opportunity to enhance their services and better serve their clients. Trellia Wealth Partners will provide a range of investment solutions and tools to support business growth and deliver exceptional client experiences.
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