RECENT TRANSACTIONS

CHASE ADVISES AMP/PIERSBRIDGE WEALTH BUSINESS BASED IN PERTH FUA $350M

Chase advises large Risk/Planning business based in Perth FUA $350m, which was successfully acquired by AMP. (ASX: AMP)

CHASE ADVISES SFG ON THE ACQUISITON OF SPENCERS WEALTH BASED IN MELBOURNE. $ UNDISCLOSED SUM.

Chase advises SFG on the acquisition of Spencers Wealth based in Melbourne which was successfully acquired by Shadforth Financial Group (ASX: SFG)
Spencer’s is one of the first significant Wealth & Accounting acquisitions for SFG.

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.