Findex

Findex acquired Adelaide-based accounting, tax and SMSF firm Wakeful Partners to expand its South Australian presence.

Leadership read: Consolidation shifts the leadership question from growth to integration. For Findex in the sector, the demand moves toward transformation and integration leaders who can merge teams, systems and cultures without losing momentum. Across Oceania, watch whether the integration is properly resourced; deals are won or lost the year after they close.

curated · 2026-08-04 · context →

Findex has appointed J.P. Morgan Asset Management (JPMAM) to overhaul tactical asset allocation across its $8.5 billion managed account business, creating new trust structures for equities and fixed income

Leadership read: Findex has moved its $8.5 billion managed account book off a model where every tactical shift required trading through two physical managed funds, a structure that created lag, transaction cost drag, and capital gains friction at the moment clients could least afford it: during volatility. The new arrangement embeds derivatives-based TAA and FX management inside purpose-built equity and fixed income trusts, meaning allocation decisions can now be executed at the overlay level without liquidating underlying manager positions. That is a materially different operational commitment, not a product refresh, but a re-engineering of how the investment committee's views reach client portfolios, with 20% of FUA already running under the new structure. The related-signals set we've tracked across the last 90 days is broad on partnerships but thin specifically in wealth-platform portfolio engineering; the Findex-JPMAM arrangement stands closer to the 3iQ-Gelephu mandate and the Relation-GSK collaboration as examples of institutional partners taking customised implementation roles inside an operating platform rather than providing generic sub-advisory capacity. The consistent shape across these deals: a global institution with structuring depth takes an embedded advisory role, and the platform's own investment governance layer becomes the differentiating asset. For wealth and asset management platforms reaching this scale and complexity of implementation architecture, the pattern consistently surfaces demand for leadership at the intersection of investment operations, derivatives and FX execution, and client governance, specifically operators who can hold the accountability seam between an external implementation manager and an internal investment committee without losing execution speed.

curated · 2026-06-02 · context →