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Crescent Capital sells down ClearView stake

ClearView has been alerted that Crescent Capital wishes to sell a major share in the company.

Clearview wealthCrescent capital partnersCrescent fundsCrescent capitalCapital partnersCorporations act

ClearView Presents at Morgans Conference

ClearView Presents at Morgans Conference
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Clearview wealthClearview wealth limitedView wealth limitedManaging director

Financial advice M&A deals rise in Q1 2024

With the first quarter of 2024 behind us, Money Management takes a look back at the biggest M&A deals in financial advice over the period.

New south walesDavid chalmersGodfrey pembrokePaul barrettHugh humphreyPractice development groupSolutions centricMoney managementSequoia financialClique paraplanningInsignia financialClearview wealth

Private equity firms account for 46% of ClearView Wealth Limited s (ASX:CVW) ownership, while individual investors account for 27%

Key Insights Significant control over ClearView Wealth by private equity firms implies that the general public has more.

Crescent capital partners management pty ltdClearview wealthPublic company ownershipView wealthCapital partners management ptyClearview wealth limitedPrivate equity firmsInstitutional investorsClearview wealthNdividual investors

ClearView pivots to simplified business with wealth exit

ClearView Wealth has shared progress on its exit from financial advice and wealth management following a strategic review as it seeks to become a simplified insurance business.

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