Australian private wealth manager JBWere has struck a strategic research and distribution partnership with investment bank Moelis Australia.
The non-exclusive arrangement, part of JBWere’s strategy to diversify its research and distribution arrangements, will help the wealth manger’s Australian clients gain access to more equity deals and Initial Public Offerings (IPOs).
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JBWere CEO Justin Greiner said: "This alliance with Moelis Australia is another important step forward for our business, extending what is already a comprehensive offering to our clients. We are excited to have the opportunity to partner with another leader in the financial services industry."
The latest move will also allow clients of JBWere receive access to Moelis’ specialist investment research that focuses on small/mid cap companies and the real estate sector.
Moelis Australia CEO Andrew Pridham added: "We are delighted to establish this alliance with JBWere given it is such an established and respected private wealth manager. We look forward to working with their network to deliver both our differentiated small and mid-cap equity research and access to our pipeline of Equity Capital Market transactions".
Early in 2016, the wealth manager signed a non-exclusive arrangement with UBS.
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