Focus Financial Partners, an international partnership of independent, fiduciary wealth management firms, has expanded into Australia by adding Melbourne-based MW Lomax to its network.
With offices in Melbourne and Sydney, MW Lomax offers a range of services such as financial planning, mortgage broking, SMSF and accounting and tax.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
MW Lomax is the third international firm to team up with Focus Financial Partners, after Canada’s Dorchester Wealth Management and British firm Greystone Financial Services.
Focus Financial Partners co-founder and managing director Rajini Kodialam said: "MW Lomax’s strong desire to grow and their client-centric model make it a natural fit for Focus. With the firm’s scale of business and their holistic financial planning services, we believe that MW Lomax will act as an attractive platform to consolidate the fragmented planning and accounting space in its local regions."
MW Lomax group managing director Jon White said: "We are excited to be the first Australian firm to join the ranks of the high calibre wealth management firms currently in the Focus partnership. Having seen various firms tapping into Focus’ capital and resources to achieve the next stage of growth while maintaining their independence and local characteristics, we are confident that we will be able to do the same here in Australia."
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalData
