Caravan Finance Australia :: News
SHARE

Share this news item!

BetaShares Unveils Trellia Wealth Partners with $8 Billion FUM Following Merger

BetaShares Unveils Trellia Wealth Partners with $8 Billion FUM Following Merger

BetaShares Unveils Trellia Wealth Partners with $8 Billion FUM Following Merger?w=400
BetaShares has announced the launch of Trellia Wealth Partners, a new entity formed through a strategic acquisition.
The newly established firm will operate independently, boasting $8 billion in funds under management (FUM) and offering a range of investment options including index-based, active, and bespoke managed accounts.
Additionally, Trellia Wealth Partners will provide advanced tools and technology aimed at enhancing efficiency and delivering superior client experiences for financial advisers.

Last month, there were hints of a potential merger with Sydney-based InvestSense, a company founded in 2014, which has now come to fruition. In this venture, InvestSense's directors, Jonathan Tolub, Jonathan Ramsay, Fil Andronaco, and Paul Carrington, will take on roles as partners, committing long-term to the enterprise without altering existing client portfolio management unless new adviser benefits are introduced.

Completion of this merger, expected by Q3 2025, aligns with BetaShares' understanding of the favourable growth climate within Australia's financial advice sector, as monitored by the Institute of Managed Account Professionals (IMAP), with managed account assets reaching $232.7 billion by late 2024. This positive trajectory is supported by increasing demand for financial advice, the rising popularity of ETFs, expanding private market investments, and transitions within the superannuation sector.

According to Alex Vynokur, CEO of BetaShares, Trellia Wealth Partners is about more than just merging capabilities; it represents an opportunity to enhance the impact financial advisers have in guiding Australians toward their financial goals. He points out the merger aims to support advisers with innovative partnerships and top-tier investment strategies.

Meanwhile, Jonathan Tolub from InvestSense highlighted the decade-long success of their portfolio solutions in aiding advice practices. He emphasized the complementary nature of the merger, underscoring the aligned mission in fostering client-centric solutions. Trellia Wealth Partners will offer advisers robust investment solutions paired with exceptional support and expertise to aid client development.

Looking ahead, this formation marks a significant milestone in the managed account landscape, promising an enriched array of services to financial advisers and their clients across Australia.

Published:Tuesday, 22nd Jul 2025
Source: Paige Estritori

Share this news item:

Finance News

BetaShares Unveils Trellia Wealth Partners with $8 Billion FUM Following Merger BetaShares Unveils Trellia Wealth Partners with $8 Billion FUM Following Merger
22 Jul 2025: Paige Estritori

BetaShares has announced the launch of Trellia Wealth Partners, a new entity formed through a strategic acquisition. The newly established firm will operate independently, boasting $8 billion in funds under management (FUM) and offering a range of investment options including index-based, active, and bespoke managed accounts. Additionally, Trellia Wealth Partners will provide advanced tools and technology aimed at enhancing efficiency and delivering superior client experiences for financial advisers. - read more
Australia Moves Forward with Standardised Green Investment Labels Australia Moves Forward with Standardised Green Investment Labels
22 Jul 2025: Paige Estritori

The Australian Labor government is advancing plans to implement standardised sustainability labels across various investment products, including superannuation and managed funds. This initiative aims to aid consumers in making informed decisions while curbing potential greenwashing practices. Minister for Financial Services Daniel Mulino, alongside Treasurer Jim Chalmers, formally announced the opening of a public consultation on this new labelling framework, marking Mulino's debut policy action since assuming his new ministerial role in May. - read more
Key Sectors to Gain from Australia's Population Surge Key Sectors to Gain from Australia's Population Surge
22 Jul 2025: Paige Estritori

Australia's growing population is poised to significantly benefit the housing, healthcare, and financial services sectors, according to insights from Datt Capital. The country experienced a net population increase of 667,000 in 2024, primarily driven by overseas migration, far exceeding the projected annual figure of 200,000. - read more
US Market Uncertainty Bolsters Australia's 'Safe Haven' Appeal US Market Uncertainty Bolsters Australia's 'Safe Haven' Appeal
21 Jul 2025: Paige Estritori

Amidst global market fluctuations, concerns over inflated equity valuations have been significantly eased, with Australia's financial landscape emerging as a beacon of stability. Ten Cap, a boutique equities specialist from Australia, has expressed confidence in the resilience of the equity markets, which are navigating various challenges including trade disputes, geopolitical tensions, and unpredictable commodity prices. - read more
RBA's Interest Rate Stance and Government Measures Propel Australian House Prices Upwards RBA's Interest Rate Stance and Government Measures Propel Australian House Prices Upwards
21 Jul 2025: Paige Estritori

Australian housing market sentiment has shown a notable upswing, as recent data indicates an increase in consumer confidence towards property prices. The Westpac consumer sentiment index illustrates this shift, aligning with a resurgence in the 'time to buy a dwelling' index, suggesting growing optimism about housing investments. - read more


Caravan Loans Articles

How to Create a Caravan Travel Budget That Works for You How to Create a Caravan Travel Budget That Works for You
Caravan travel is becoming increasingly popular among Australians, offering a sense of freedom and adventure that traditional travel methods often cannot match. The allure of waking up to breathtaking views and exploring the country's vast and diverse landscapes makes it an ideal choice for those seeking both spontaneity and comfort. - read more
Understanding Caravan Loans: Answers to Your Most Common Queries Understanding Caravan Loans: Answers to Your Most Common Queries
In recent years, many Australians have embraced caravanning as a popular lifestyle choice. With the freedom to explore vast landscapes and the comfort of home on wheels, caravans offer a unique travel experience. Whether for short road trips or prolonged adventures, the appeal is undeniable. - read more
How to Get the Best Deal on Caravan Finance – Insider Tips and Tricks How to Get the Best Deal on Caravan Finance – Insider Tips and Tricks
Embarking on the search for the ideal caravan finance deal can be as exciting as it is daunting. For many Australians, a caravan represents not just a significant financial investment but also the key to unlocking endless adventures on the open road. However, securing the right finance package is crucial to turning those dreams into reality without overburdening one's financial future. - read more
Your Ultimate Guide to Caravan Insurance: What You Need to Know Your Ultimate Guide to Caravan Insurance: What You Need to Know
Embarking on a caravan adventure can be one of the most liberating experiences, offering a unique opportunity to explore Australia's mesmerizing landscapes at your own pace. However, amidst the excitement, it is essential to ensure that your caravan is protected against unforeseen incidents. This is where caravan insurance comes into play. - read more
Top Mistakes to Avoid When Storing Your Caravan Top Mistakes to Avoid When Storing Your Caravan
As any caravan owner will tell you, taking your mobile home on the road is an adventure like no other. But what happens when you are not exploring the great outdoors? Proper storage plays a critical role in the care and longevity of your caravan. - read more
Exploring Caravan Loan Options: What to Know Before You Borrow Exploring Caravan Loan Options: What to Know Before You Borrow
Navigating the waters of caravan financing can often be as complex as planning the perfect road trip. With the rising trend of caravanning across the Australian landscape, ensuring that you have the right financial setup for your mobile haven is more crucial than ever. Whether you're dreaming of weekend getaways or longer escapades across the country, understanding caravan loan options is key to making those dreams a reality without financial strain. - read more
Caravan Loan Pitfalls: What to Avoid When Comparing Rates Caravan Loan Pitfalls: What to Avoid When Comparing Rates
Exploring the vast and varied landscapes of Australia is a dream for many adventurers, and owning a caravan unlocks the freedom to roam the country at one's leisure. Caravaning is more than just a mode of travel; it's a lifestyle and a hobby embraced by those who seek the thrill of the open road and the serenity of nature. Given the significance of this investment, understanding the financial aspects becomes paramount. - read more
Used vs. New Caravans: Breaking Down the Costs Used vs. New Caravans: Breaking Down the Costs
The allure of exploration and the freedom to roam have always been at the heart of the human spirit. In recent years, this call to adventure has manifested in the rising popularity of caravans, with more individuals and families than ever before discovering the joys of a home on wheels. The sense of community among caravan owners and the accessibility of stunning locations that were once deemed unreachable are just a few reasons for this boom in caravan ownership. - read more
Top Tips For Buying A Second-Hand Caravan Top Tips For Buying A Second-Hand Caravan
Whether you’re a first-time buyer or an experienced caravanner, there are a few things you should keep in mind when purchasing a second-hand caravan. In this article, we’ll outline the top tips for buying a second-hand caravan so that you can make an informed decision and end up with a caravan that suits your needs and budget. - read more
Caravan Loan Strategies: How to Pay Off Your Finance Sooner Caravan Loan Strategies: How to Pay Off Your Finance Sooner
Welcome to our guide on Caravan Loan Strategies where we delve into the savvy ways you can pay off your finance ahead of time. Whether you’re an avid traveler pining for the open road without financial ties, or simply looking for more economic freedom, understanding the benefits of clearing your caravan loan early can set you on the path to fiscal independence. - read more


Start Here
Get a free caravan finance eligibility assessment and compare options tailored specifically to your circumstances.
Loan Amount:
Postcode:

Quotes are offered free & without obligation. We respect your privacy.

Knowledgebase
Debt Consolidation:
Taking advantage of lower interest rates that may be available by the grouping of multiple loans into one, lower interest rate loan.