RECENT TRANSACTIONS

CHASE CORPORATE ADVISES AMP ON A WEALTH MANAGEMENT “BOLT ON” TRANSACTION FOR PSK FINANCIAL SERVICES. (ASX: AMP)

Chase Corporate Advisory successfully completes another mile stone deal for AMP/PSK Financial Services. This deal takes PSK’s total FUA to circa $2.5 Billion in FUA and brings significant experience to the team.

CHASE ADVISES NAB ON THE SALE OF PENGANA HOLDINGS LIMITED. (ASX:NAB)

Chase Corporate Advisory successfully completed a full process with the sale of Pengana Holdings Limited to Washington H. Soul Pattinson. The process undertook an international search for the right strategic partner.

CHASE SUCCESSFULLY ORIGINATES THE ESCALA PARTNERS DEAL

Chase Corporate Advisory successfully introduced the Escala Partners deal via origination only. This was introduced back in 2017 and finally completed in April 2019.

CHASE SUCCESSFULLY COMPLETES DEAL WITH CERTE WEALTH PROTECTION AND AZ NGA.

Chase Corporate Advisory would like to congratulate Certe Wealth Protection founder, Jeremy Boller on the new Equity Partnership with AZ NGA.

CHASE ADVISES THE NON-INSTITUTIONAL SHAREHOLDERS OF IPAC SA ON THE SALE TO AMP. (ASX: AMP)

Chase Corporate Advisory completes the sale of Ipac SA to AMP Wealth Management.

LATEST NEWS

Chase acts for BIP Wealth (US) on the new equity partneship with Chicago based CWC

ATLANTA, GA — February 23, 2026 — BIP Wealth, a Registered Investment Advisor (RIA) headquartered in Atlanta with over $5.5B in assets under management has partnered with Constellation Wealth Capital (CWC) to receive a strategic investment to support BIP’s continued growth. Recently named to Financial-Planning.com’s 2025 Top 150 RIA Fee-only Firms List, as well as the top 3 on the Atlanta Business Chronicle’s 2025 Best Places to Work List for medium-sized companies, BIP Wealth focuses on holistic wealth management and sophisticated planning solutions for high-net-worth individuals and families, institutional clients, and corporate retirement plans. CWC is a partner to growing wealth management firms and known for its flexible, long-term, minority investments. CWC’s deep advisory expertise supports the partner firm’s management team scale effectively, while preserving independence.

Chase has now acted for and on behalf of more then US$5.9 billion of Capital deployed.

in the last 15 years, we have completed more than 110 deals across various sectors with over AUD$205 Billion of Assets under Management, and more than US$5.9 Billion of Capital deployed.