Elaine Herlihy

Betashares, a leading Australian financial services business, has announced the appointment of Ms Elaine Herlihy as Chief Marketing Officer (CMO), as the firm enters its next phase of growth.

Ms Herlihy joins Betashares at a time when more Australians than ever are taking control of their financial
future.

As more Australians seek to build long-term wealth, the ETF industry continues to grow rapidly. Over three
million Australians are forecast to be invested in ETFs by the end of 2026, with industry funds under
management projected to exceed $400 billion. Betashares is growing strongly, now managing over $75
billion in assets and serving over one million Australians across ETFs, managed accounts, superannuation
and Betashares Direct. Building on this track record, Betashares is expanding into a broader financial
services business, having last year acquired leading financial education podcast Equity Mates and merged
its managed accounts business with InvestSense to form Trellia Wealth Partners.

Betashares has a strong track record of investor education, marketing and communications across its
growing client base of financial advisers, as well as retail and institutional investors. Since its founding, the
company has invested heavily in its range of genuine educational content, helping Australians understand
the power of investing in providing financial security and more choices throughout their lives.

As CMO, Ms Herlihy will lead Betashares’ brand, marketing, communications and educational initiatives.
She will ensure the company communicates its offerings clearly and helps investors and advisers make
informed decisions that support financial goals.

Ms Herlihy brings over 25 years of experience in senior marketing roles across financial services and global
technology businesses, including Westpac, OFX, PayPal and BT. She has led teams through periods of
change and growth, with a focus on clear communication, building customer trust, and maintaining longterm relationships.

“Elaine’s world class experience in building trusted, customer-focused brands makes her an excellent
addition to our leadership team,” said Betashares Founder and CEO, Mr Alex Vynokur. “We’re excited to
welcome Elaine, as we strengthen our brand, marketing and communications efforts to deliver on our next
phase of growth.”

Ms Herlihy said she was excited to join Betashares as more Australians seek to secure their financial futures.
“Betashares has built a very strong reputation for making quality investing accessible and affordable for all
Australians,” Ms Herlihy said. “It’s an incredibly exciting time to be in this innovative and fast growing
organisation and team. I look forward to helping Betashares continue its growth and provide tools, insights,
and education that empower people to make informed decisions and enjoy greater choice in their lives.”

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Alex Vynokur

Leading Australian financial services business, Betashares, today announced new industry research showing that a record 73% of Australian financial advisers now utilise ETFs in client portfolios, with that number set to increase to over 80% in the coming year.

The 2025 Betashares/Investment Trends ETF Adviser Report found that record numbers of financial advisers were utilising ETFs in client portfolios, with stronger confidence and growing depth. Financial advisers reported that approximately 25% of new client flows outside super were directed into ETFs over the past year, reflecting growing use of ETFs as core building blocks in advised portfolios. Within managed accounts, advisers allocated 29% of new flows to ETFs, while more than one in four advisers increased ETF allocations.

Announcing the findings, Betashares CEO, Mr Alex Vynokur, said Australian financial advisers continue to adopt ETFs across more parts of their client portfolios, particularly as the universe of investment solutions continues to grow.

“Financial advisers continue to use ETFs across more parts of their client portfolios as the landscape for advice evolves. The inherent attributes of ETFs, diversification, simplicity, transparency and cost effectiveness, allow financial advisers to build stronger client portfolios, while also assisting advisers to improve practice efficiencies,” Mr Vynokur said.

High-net-worth advisers leading ETF sophistication

The report shows that high-net-worth focused advisers remain sophisticated ETF users. This cohort demonstrates significantly greater adoption of factor and smart-beta strategies, reflecting a more sophisticated approach to portfolio construction. This cohort of advisers has also demonstrated use of ETF to deploy new client funds as well as to replace poorly performing or more costly active managers with ETFs within client portfolios.

High-net-worth advisers are also using ETFs to implement more targeted portfolio tilts, including country and factor rotations, while maintaining strong cost discipline and operational efficiency. Their above-average usage of ETFs within managed accounts and bespoke portfolio frameworks highlights the extent to which ETFs have become key tools in meeting the complex needs of high-value clients.

“High-net-worth advisers are among the most sophisticated ETF users in the country. They are deploying ETFs not only for broad market exposure but also for precise allocations that align with the unique objectives of their clients,” Mr Vynokur continued.

ETFs and managed accounts continue strong growth trajectory

The research also highlights the continued expansion of managed accounts for adviser-led portfolio construction, with ETFs playing an increasingly important role within these structures. Advisers allocated close to a third of new client flows within managed accounts to ETFs over the past year.

Industry data also reinforces this momentum. According to IMAP, total managed account assets reached $256.25 billion as at 30 June 2025, reflecting the growing demand for solutions that improve the efficiency of financial advice by delivering institutional-grade investment portfolios.

“Managed accounts are helping financial advisers improve efficiency while delivering high-quality, cost-effective investment solutions to their clients. Increasingly underpinned by ETFs, managed accounts are expanding the range of investment options, enabling advisers to scale their practices, while continuing to provide advice that is aligned with each client’s individual goals and circumstances,” Mr Vynokur said.

Broader ETF range to drive next phase of adviser adoption

Financial advisers have been at the forefront of ETF usage for many years, however, the research suggests an acceleration of adoption of ETFs by financial advisers. Driven by the growing universe of ETFs, as well as interrelated adoption of managed accounts, the findings suggest that ETFs will be adopted by the vast majority of all financial advisers in the coming years.

“We expect over 80% of Australia’s financial adviser community to adopt ETFs in client portfolios in 2026. However, given the trajectory of adoption of ETFs, we predict that nearly all of Australia’s financial adviser community will use the convenient and cost-effective investment vehicle in client portfolios by 2030,” Mr Vynokur concluded.

The 2025 Betashares/Investment Trends ETF Investor and Adviser Report surveyed 1,505 financial advisers and 1,770 ETF investors between June and July 2025.

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Alex Vynokur

Betashares, a leading Australian financial services business, today announced the launch of innovative Retirement Income separately managed accounts (SMAs) on the CFS Edge platform, expanding the range of retirement-focused options available to financial advisers and their clients.

The new SMAs leverage Betashares’ broad range of institutional grade investment solutions and extensive portfolio construction expertise to meet the unique income needs of retirees. Specifically, the SMAs leverage a combination of defensive, smart beta and equity income strategies with the aim of enhancing income by approximately 2% p.a. above traditional benchmark portfolios.

The Betashares Retirement Income SMAs thoughtfully combine high-income defensive strategies, and income-focused approaches within growth markets. As a result, the portfolios aim to deliver both capital growth and differentiated sources of higher income, while maintaining similar risk-adjusted return characteristics to less income focused portfolios – without relying on concentrated positions in low-growth sectors or non-investment grade credit to generate yield. The new range of Retirement Income SMAs complement Betashares’ market leading range of Dynamic Managed Accounts.

The announcement comes as managed accounts continue to grow in adoption by Australia’s financial advice community. The inherent attributes of managed accounts can improve the efficiency of advice by delivering institutional-grade investment portfolios. In response to the strong growth in demand, Betashares is increasing the range of investment options available for specific investor types. As a result, financial advisers can build scalable practices, while also continuing to provide tailored advice, dependent on their clients’ goals and circumstances

Betashares has an established track record in delivering high-quality managed accounts and a deep understanding of the needs of financial advisers, including requirements for comprehensive, institutional-grade reporting and transparency.

Announcing the launch of the new managed accounts offering, Betashares CEO, Mr Alex Vynokur said the new institutional grade portfolios will help retirees meet their investment and income goals.

“Financial advisers play an integral role in helping their clients meet their financial goals, particularly in retirement. We’re proud to deploy our long-standing multi-asset expertise to deliver a range of unique investment solutions within a structure that assists both financial advisers and their end clients. Our new retirement income SMAs are designed for the needs of retirees by delivering opportunities for capital growth and higher income,” Mr Vynokur said.

“The accessibility of high quality investment solutions that assist people to meet their income goals in retirement is one of the biggest challenges in wealth management, particularly given the growing number of people heading into that phase of their lives. We’re excited to work with CFS on meeting this important goal and providing robust investment solutions to assist financial advisers and their end clients,” Mr Vynokur concluded.

Francy Taylor, Executive Director of Managed Accounts at CFS said, “CFS’s managed account offer spans generational needs and accessing ​leading portfolio managers which helps advisers deliver stronger outcomes for their clients. We’re pleased to partner with Betashares to bring Retirement Income SMAs to CFS Edge, giving advisers ETF‑based portfolios designed to for clients moving into and through retirement.

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Alex Vynokur

Leading Australian financial services company, Betashares, has announced the expansion of its unique and innovative Wealth Builder range with the launch of the Betashares Wealth Builder Global Shares Geared (30-40% LVR) Complex ETF (ASX: GGBL) on the ASX.

The new fund provides moderately geared exposure to a well diversified underlying portfolio which comprises approximately 1,300 developed markets companies (ex-Australia) across more than 20 countries. The new investment solution allows investors to access the well-established benefits of gearing, which is professionally managed within a moderate gearing range of 30- 40%. GGBL builds on the success of Betashares Global Shares ETF (ASX: BGBL) – a fund that provides the same exposure on an ungeared basis, and is approaching nearly $3 billion in assets under management. GGBL combines investors’ money with borrowed funds and invests the proceeds in BGBL.

GGBL has been designed to provide investors with access to the potential for accelerated wealth creation leveraging the long-term growth prospects of global sharemarkets. The fund borrows at institutional rates which are considerably lower than those typically available to individual investors, providing convenient access to low-cost funding without loan applications, credit checks or investors having to rebalance their portfolio due to the effects of gearing. The new fund also benefits from a competitive management fee structure of 0.35% per annum of the Fund’s Gross Asset Value.

The fund is internally geared, meaning investors’ risk is limited to their capital invested, with no margin calls for investors. The fund’s gearing ratio, being the total amount borrowed expressed as a percentage of the fund’s assets, is expected to be maintained between 30% and 40% on a given day. This means that for every $1 invested, the fund aims to provide approximately $1.43 to $1.67 exposure to global shares on a given day.

The fund is the fourth in Betashares’ innovative Wealth Builder range, which allows investors to build long term wealth by harnessing the power of gearing. The existing three funds have grown to nearly $200 million in funds under management, as investors have recognised their potential in a portfolio.

Announcing the launch of the new fund, Betashares CEO, Mr Alex Vynokur, said he was excited by the expansion of the Wealth Builder range and the already significant uptake from investors.

“We’re proud to expand the number options within our unique Wealth Builder range, offering Australian investors robust building blocks to construct their portfolios. To that end, GGBL provides convenient, moderately geared exposure to a portfolio of global shares, designed for investors seeking to accelerate their long-term wealth creation as part of a well-diversified portfolio,” Mr Vynokur said.

“We’re proud to be the only provider of moderately geared ETFs in the Australian market. Our Wealth Builder range is particularly well suited to accumulators with a long investment horizon and who are comfortable with the higher levels of volatility associated with gearing,” Mr Vynokur concluded.

The Betashares Wealth Builder Global Shares Geared (30-40% LVR) Complex ETF (ASX: GGBL) is available now on the ASX.

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Alex Vynokur

Leading Australian financial services company, Betashares, today announced the launch of the Betashares MSCI Emerging Markets Complex ETF (ASX: BEMG), which will provide Australian investors with cost effective, efficient access to a broad range of emerging market equities.

BEMG aims to track the performance of the MSCI Emerging Markets Index, a globally recognised benchmark comprising large and mid-cap companies across 24 emerging economies in fast-growing regions including Asia, Latin America, Eastern Europe and Africa, markets that are typically difficult and costly to access directly.

The ETF will offer exposure to over 1,200 companies across key sectors such as technology, financials, consumer goods, and resources at a management fee of 0.35% p.a. – the most cost effective ETF of its kind in Australia. As a result, investors and their financial advisers can leverage BEMG to participate in the long-term growth potential of developing markets in a convenient and cost effective structure.

Emerging market economies have significant growth potential given the powerful demographic trends that should increasingly place them at the centre of future global economic expansion. These trends include a rising middle class, rapid urbanisation, and accelerating digital transformation. As a result of their distinctive qualities, emerging markets have historically shown a low correlation with developed markets such as the US and Europe, helping reduce overall portfolio volatility.

Often overlooked, emerging markets have been outpacing developed markets over recent decades, with strengthening structural fundamentals, relatively cheap valuations and strong growth prospects. As a result, emerging markets can complement allocations to developed markets like the US, Europe or Australia for those investors seeking growth and portfolio diversification benefits.

Betashares CEO, Mr Alex Vynokur, said BEMG will provide cost effective, efficient exposure to the growth potential of emerging market economies in one trade.

“BEMG will offer Australian investors and their financial advisers exposure to some of the fastest growing economies in the world, and can help diversify portfolios beyond developed markets like the US and Europe. Despite their growth, emerging markets exposures remain difficult to access directly – BEMG will bridge this gap within a convenient, cost-effective and familiar ETF structure. To that end, we’re proud to expand our line-up of global equities investment solutions to assist investors and their financial advisers in building more robust portfolios,” Mr Vynokur said.

BEMG is expected to be available on the ASX on Monday, 25 August.

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Alex Vynokur

Betashares, a leading Australian financial services company, today announced a significant expansion of its investment offering with the formation of Betashares Private Capital, a dedicated division focused on delivering institutional grade private market investment solutions to wholesale investors, Australian financial advisers and their clients.

The development marks a significant milestone in Betashares’ mission to help Australians achieve their financial goals by providing access to intelligent investment opportunities. Private assets can offer a compelling risk-adjusted return profile and can be highly complementary to a diversified investment portfolio of equities and bonds. As a result, there has been strong demand from investors and their financial advisers for high calibre exposures in Australia.

Betashares Private Capital will selectively partner with leading global private asset managers to deliver improved access to institutional-grade investment opportunities that traditionally have been reserved for the world’s largest investors.

Betashares Founder and Chief Executive Officer, Mr Alex Vynokur, said: “For nearly 15 years, we have consistently raised the bar, providing convenient and cost-effective access to high quality investment solutions. We have pioneered the delivery of access to a growing range of asset classes and investment styles that have historically been the domain of institutional investors. We’re now taking the next step by providing access to private assets in line with our guiding value of building cost-effective and diversified wealth solutions,” Mr Vynokur said.

The first partnership is with US-based fund manager, Cliffwater. Underpinning this partnership is a shared belief in the value of cost-effective and diversified investments, which in this case, will extend to offering an AUD-hedged exposure to their flagship US private credit strategy.

The underlying Cliffwater Corporate Lending Fund Platform provides exposure to direct loans to primarily US middle market companies. Cliffwater utilises an innovative ‘multi-lender’ model, partnering with a number of the world’s leading lenders, such as Carlyle, HPS and Barings among others, to build a highly selective and diversified portfolio of loans with attractive yields.

The Fund Platform currently has exposure to over 3,900 loans across varied industries including IT, Healthcare, Industrials and Financials. It has provided investors with attractive, income paid quarterly, by investing predominantly in senior secured, floating-rate loans to healthy businesses. This high-quality loan portfolio historically has demonstrated a high degree of capital stability and has returned 9.63% net annualised in US dollars since inception in June 2019, as at the end of June 2025 [1].

In recognition of their track record and pedigree, Cliffwater has had strong support from US financial advisers and their clients and ranks among the top US private credit fund managers for investment inflows. The firm now manages the largest suite of private markets interval funds, including US$30 billion in its flagship private credit fund that Betashares will access. Over time, Betashares and Cliffwater will look to deepen their partnership by extending the range of investment exposures available to eligible investors.

Welcoming the new partnership, Cliffwater Founder and CEO, Mr Stephen Nesbitt, said Cliffwater’s range of innovative private assets solutions, to be made available via Betashares, will be extremely additive to the Australian market.

“Our US private credit funds have seen significant investor interest given their performance and highly diversified and defensive nature of their investment strategies. Our US private credit strategies have also been cycle-tested, producing attractive levels of income with low volatility across a range of different market conditions. Our unique multi-lender model has allowed us to avoid the pitfalls of other private credit funds that are often far more concentrated in single positions or sectors, while also maintaining strong, risk-adjusted total returns,” Mr Nesbitt said.

Mr Vynokur continued: “Despite the increased demand for private assets, Australia remains relatively underserved by high quality, global investment options. We believe there is a real opportunity to address this gap, and with that enable Australian investors and their financial advisers to have the opportunity to improve risk adjusted returns in portfolios by including robust, diversified private asset investments.”

Importantly, Betashares will offer exposure to private assets in a responsible way that aligns with the liquidity profile of the underlying portfolio holdings. The new fund will be initially made available in Australia as an unlisted fund via investment platforms to financial advisers for client portfolios, and to investors who qualify as wholesale clients, via Betashares Direct.  As part of its new offering, Betashares is committed to enhancing investor education in this market segment and will be delivering institutional grade investment materials and educational content about private assets, their risks, benefits and their place in a well-rounded portfolio.

The launch of Betashares Private Capital comes as the firm recently reached $55 billion in assets under management following a period of strong organic growth. It also follows last year’s strategic investment from Temasek, a global investment company headquartered in Singapore, which is aligned with Betashares’ long-term strategy of continuing to build a diversified financial services business – to which private assets is expected to make a meaningful contribution. To achieve its stated mission, Betashares is undertaking a range of initiatives that highlight a strong focus on delivering transparent, cost-effective investment products, portfolio solutions, services, technologies and financial education – all with the unique needs of Australian investors in mind.

Betashares’ first private credit exposure is expected to launch in late August.

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Alex Vynokur

Leading Australian financial services company, Betashares, today expanded its range of equity income investment solutions with the launch of the Betashares S&P Australian Shares High Yield ETF (ASX: HYLD), as well as revising the investment strategy and reducing the management fee for its global equity income ETF, now called the Betashares S&P Global High Dividend Aristocrats ETF (ASX: INCM).

HYLD offers exposure to a diversified share portfolio of 50 Australian companies that aims to provide higher income than the broad Australian sharemarket, while avoiding the shortcomings of traditional high-dividend strategies by seeking to screen out potential dividend traps. For income-oriented investors, HYLD provides monthly distributions and can be used as a core Australian shares allocation that has the potential to outperform the S&P/ASX 200 Index.

Separately, Betashares has also revised the investment strategy and decreased the management fee for its global dividend income ETF. The Betashares S&P Global High Dividend Aristocrats ETF (ASX: INCM) provides exposure to a portfolio of 100 to 200 global companies that have increased or maintained their dividends every year for at least the past ten years, while also screening for dividend sustainability, with income paid quarterly.

Australia boasts one of the highest yielding share markets in the world and dividends with attached franking credits are an important source of tax effective income for Australian investors

However, income-oriented investors, especially retirees, have seen traditional sources of income dry up in recent years. The dividend yield of the Australian sharemarket has been declining and there are further cuts predicted to the RBA cash rate over the remainder of the year. Aside from the Covid-19 dip, both the ASX dividend yield and RBA cash rate have now fallen below 4% p.a. concurrently for the first time in 50 years. Historically, many self-funded retirees have relied heavily on dividends and term deposit interest to meet their income needs.

In this climate, many investors are seeking out ways to boost their exposure to companies with higher dividends – particularly in Australia, given our tax advantaged franking credits regime. At the same time, implementing an investment strategy based on selection of single stocks based on historical dividend yields can be risky – examples like Star Entertainment Group and LendLease demonstrate the importance of seeking to avoid dividend traps that can be detrimental to performance.

Betashares has a long track record of delivering intelligent investment solutions for investors who rely on investment income – including its well supported range of equity income, cash and fixed income ETFs. These funds have been strongly supported over the years, including by investors and asset allocators building income focussed portfolios for all stages of life.

Announcing the expansion of the equity income range, Betashares CEO, Mr Alex Vynokur, said “Australian investors are well known for their affinity for dividends. Both HYLD and INCM can be used as core equity allocations that can boost income, while also implementing dividend sustainability related screens,” Mr Vynokur said.

“Right now, the ASX dividend yield and RBA cash rate are both below 4%. Outside of the Covid dip, these are market conditions we have not seen at any other time in the last 50 years. This has serious implications for investors, particularly retirees, who rely on cash and shares for income. As a result, we’re expanding our range of intelligent investment exposures to help Australian investors generate more income,” Mr Vynokur concluded.

HYLD is now trading on the ASX and INCM’s strategy change will be implemented at the close of trading today. More information about HYLD and INCM can be found on the Betashares website.

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Alex Vynokur

In a significant development for Australia’s financial advice landscape, Betashares has announced that it will merge its managed accounts division with InvestSense, forming a new business called Trellia Wealth Partners.

Upon completion of the merger, Trellia Wealth Partners will offer one of the most comprehensive managed account solutions in the Australian market, encompassing actively managed and index-based portfolios, as well as fully bespoke investment portfolio design and implementation support.

With approx. $8 billion in funds under management and a strong growth trajectory, Trellia Wealth Partners will operate as a standalone business, backed by the strength and scale of the Betashares Financial Group.

A stronger, more comprehensive partner for advisers

Trellia Wealth Partners brings a powerful and diverse set of capabilities designed to support and empower advisers to deliver lasting value for their clients.

Trellia Wealth Partners will deliver a leading range of investment solutions across Betashares’ low cost, index-based model portfolios, InvestSense’s actively managed flagship portfolios, as well as fully bespoke portfolio solutions.

Trellia Wealth Partners will provide comprehensive business support services to enable advice firms to accelerate their growth strategies.

Going beyond traditional practice management, Trellia Wealth Partners will also provide technology and tools to enhance business efficiency and empower advice firms to deliver a greater client experience. In addition, clients will have access to business strategy consulting, organic growth and acquisition support, as well as best in class portfolio insights, reporting, client engagement content and commentary, which financial advisers can leverage to deliver better outcomes for their clients.

InvestSense Directors Jonathan Tolub, Jonathan Ramsay, Fil Andronaco and Paul Carrington will serve as Partners and have all made a long-term commitment to the business.

Backed by aligned philosophies and a shared purpose

The partnership underlying Trellia Wealth Partners is founded on a shared vision of the key trends reshaping the financial services industry and an unwavering conviction in the positive outlook for Australia’s financial adviser community.

Many of these powerful trends are not just confined to Australia but are playing out globally. These themes include the structural demand for financial advice, the power of managed accounts for both advisers and their clients, the rise of ETFs, the significant growth of private market opportunities, as well as the shift from accumulation to pension phase for the superannuation sector.

Betashares Founder and Chief Executive Officer, Mr Alex Vynokur, said the backdrop for Australia’s financial advice community is very conducive to growth over the coming years, as more people seek advice to make better financial decisions.

“In this climate, Trellia Wealth Partners represents a purpose-built offering that enables financial advisers to leverage innovation, scale, and international best practice to deliver more value to their clients, and assist their practices to grow into the future. We will build on the pedigree, experience and track record in service of Australia’s financial advisers and their clients,” Mr Vynokur said.

Continuity and additional capability

Trellia Wealth Partners will maintain full investment independence, continuing to apply the proven investment philosophies and processes that clients are accustomed to. To that end, there will be no change to the management or service of existing client portfolios unless enhancements with demonstrable adviser or investor benefits are available or appropriate.

“We are building on the strong foundation we have laid over the past decade,” said Jonathan Tolub, incoming Partner at Trellia Wealth Partners.

“Our flagship and custom-built portfolio solutions have helped advice practices grow for over a decade. Now, we are combining that agility with the scale, support, and world class infrastructure needed to deliver even more value to our clients,” Mr Tolub said.

“From the beginning, it was clear that this partnership was more than complementary – it was aligned in purpose. We bring different strengths, but we share a belief in building client-centric, advice-aligned solutions,” Mr Tolub continued.

“Trellia Wealth Partners allows us to provide advisers the advantage of leading investment solutions, best in class support capabilities and depth in expertise, to assist our clients in their growth journeys,” Mr Tolub concluded.

Trellia Wealth Partners will bring the client, operations and advice solutions teams together for a seamless client experience, whilst the investment teams will retain their independence, integrity and continuity for clients.

A growing market and a growing need for scale and service

Managed accounts are currently one of the fastest-growing areas in Australian financial services. According to the Institute of Managed Account Professionals (IMAP), the sector reached $232.77 billion in assets as of 31 December 2024 – a nearly 50% increase from the previous year.

Trellia Wealth Partners expects the strong rate of growth in the managed accounts industry to continue over the next decade and beyond.

A reflection of Betashares’ commitment to serve the needs of Australian financial advisers

The launch of Trellia Wealth Partners reflects Betashares’ ongoing commitment to supporting the financial advice profession with innovative, cost-effective, market leading solutions.

Betashares recently reached $50 billion in assets following a period of strong organic growth. It also follows last year’s strategic investment from Temasek, a global investment company headquartered in Singapore, which is aligned with Betashares’ long-term strategy of continuing to build a diversified financial services business, with a strong focus on delivering transparent, cost-effective investment products, portfolio solutions, services, technologies and financial education.

Betashares’ Mr Alex Vynokur continued by saying that joining forces with InvestSense to transform the managed accounts landscape will help accelerate work toward the broader goal of helping Australians build long term wealth.

“For nearly 15 years, we have partnered with Australia’s financial advisers through the provision of a range of high-quality products and services, including ETFs, managed accounts and additional services such as business support. We consistently strive to be a trusted partner for Australian financial advisers, aiming to deliver not only investment excellence but also support to our clients in growing their businesses, achieve business efficiencies and deliver exceptional outcomes for their clients.   Today’s announcement is a reflection of our commitment toward this goal.

“Financial advisers play an integral role in helping many Australians progress toward their financial goals. Trellia Wealth Partners brings together our unique strengths and a shared purpose – to support advisers through innovation, partnership, and best-in-class investment thinking. This is not just about combining capability, it’s about accelerating our impact,” Mr Vynokur concluded.

The transaction facilitating creation of Trellia Wealth Partners is expected to complete in Q3 2025.

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Alex Vynokur

In a significant step forward for financial and investment education in Australia, Betashares and Equity Mates are teaming up to advance their shared mission of helping Australians to take charge of their financial future and progress on their long-term financial goals.

To facilitate this shared goal, Betashares has signed an agreement to acquire Equity Mates and, in addition, will commit to a further significant financial investment to help the companies deliver on their shared vision. As a result, Equity Mates and Betashares will be able to reach more Australians with high quality educational material to improve financial literacy and investment knowledge.

Betashares’ investment in Equity Mates, which is subject to customary regulatory approvals, represents a major milestone in the evolution of financial education in Australia, bringing together two Australian pioneers with a shared commitment to empowering Australians to make smarter and more informed financial decisions. The new investment will help Equity Mates scale its reach and impact while continuing to deliver authentic, engaging financial content.

Equity Mates will accelerate a range of growth initiatives, including expanding its content offering, enhancing community engagement, and building new educational tools – all while maintaining its distinct voice and brand.

Equity Mates’ co-founders, Mr Bryce Leske and Mr Alec Renehan, have made a long term commitment to continue leading Equity Mates as an independent business within Betashares Financial Group, with Equity Mates retaining full editorial independence, while benefitting from the strength and scale of Betashares.

Founded in 2017, Equity Mates has grown into a leading voice in financial literacy, creating a loyal community of listeners who trust the show for its relatable, jargon-free approach to investing. With millions of downloads, multiple podcasts under its banner, and a growing range of educational tools, Equity Mates has become a go-to educational resource for Australians seeking to learn more about building long-term wealth.

At the same time, since its founding, Betashares has invested significantly in expanding its own range of educational material available to investors from all walks of life.

Betashares Founder and Chief Executive Officer, Mr Alex Vynokur, said teaming up with Equity Mates is a natural continuation of Betashares’ mission to help Australians make smarter and more informed financial decisions through the delivery of innovative, engaging and informative education material.

“For nearly 15 years, we have prided ourselves on our ability to consistently raise the bar through the provision of educational materials about long term wealth creation opportunities for Australians at all stages of their investing journey. We deeply believe in the power of education to help Australians make smarter financial decisions and teaming up with Equity Mates demonstrates our desire to double down on the provision of engaging content and materials to further this goal,” Mr Vynokur said.

“Betashares and Equity Mates have a shared mission to improve long term financial outcomes for Australians, so there is natural alignment in our goals. Equity Mates have built an impressive platform that genuinely connects with its audience, and we’re excited to support their growth while respecting the values, authenticity and editorial independence that has made them so trusted,” Mr Vynokur concluded.

Both Betashares and Equity Mates recognise the importance of financial advice to improving long term financial outcomes for Australians. As well as building a loyal audience amongst Australian self-directed investors, Equity Mates have made early strides in producing engaging content for Australia’s financial advisers to assist them build and grow their practices. Following the investment, Equity Mates will expand these efforts to help Australian financial advisors engage and educate their end clients with quality content.

Equity Mates co-founder, Mr Bryce Leske, said the new investment from Betashares will supercharge the platform’s mission to make financial education more accessible.

“From day one, we set out to break down the barriers to investing and make finance more approachable to everyday Australians. We’re thrilled to be partnering with Betashares to take the next step on our journey given the alignment in our goals, culture and mission. Over the coming years, we will continue to keep delivering authentic educational content to more Australians,” Mr Leske said.

Equity Mates co-founder, Mr Alec Renehan, added that the team is thrilled to be in position to expand the range of materials, topics and tools they deliver to Australians seeking content about investing and wealth creation.

“We started Equity Mates with a simple premise: your access to opportunities shouldn’t be dependent on your bank balance. We’ve watched over the years as Betashares has made investing more accessible for all Australians. We’re excited to team up with Betashares and together build out new content, educational material and practical tools to help all Australians take control of their financial futures and explore the possibilities of investing,” Mr Renehan said.

Betashares recently reached $50 billion in assets as it continues on its strong growth trajectory across ETFs, its innovative investment platform – Betashares Direct, and expansion into superannuation. It also follows last year’s strategic investment from Temasek, a global investment company headquartered in Singapore, which is helping Betashares accelerate a range of growth initiatives, including new products, services and technologies.

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Alex Vynokur

Betashares, a leading Australian financial services company, today announced it has reached $50 billion in funds under management, marking a significant milestone for the business as it accelerates its mission to help Australians build long-term wealth.

The milestone comes as Betashares continues its transformation into a diversified financial services business, in partnership with a growing client base of over one million investors and financial advisers.

Betashares reached the $50 billion milestone following sustained growth across its growing range of investment and wealth creation solutions – including ETFs, managed accounts, diversified portfolios, and its fast growing investment platform, Betashares Direct. The company has recently expanded into Australia’s $3.9 trillion superannuation industry, with the acquisition of Bendigo Superannuation.

Since the launch of the first Betashares ETFs in December 2010 to April 2025, the firm has grown ETF assets under management by 56.9% p.a., outpacing the broader ETF industry, which has grown by 31.5% p.a. in that time.

The announcement of the $50 billion milestone for Betashares follows last year’s strategic investment from Singapore’s sovereign wealth investment company, Temasek, which is helping accelerate a range of growth initiatives, including new products, services and technologies.

Mr Alex Vynokur, Betashares Founder and Chief Executive Officer, said the milestone was an opportunity to reflect on the progress made by the firm and the value of its deepening partnerships with clients.

“For nearly 15 years, we have worked hard to build a long-standing partnership with our clients. As a trusted steward of capital on behalf of our clients, we deeply appreciate the importance of trust and we are looking forward to continuing to strengthen this partnership in the years and decades ahead,” Mr Vynokur said.

“We are very excited about the future of our business and the growing role we can play in assisting more Australians build their long-term wealth. We are particularly passionate about the opportunity to harness responsible innovation to build a growing range of investment and wealth solutions, for financial advisors and self directed investors, that are based on our core values of simplicity, transparency and value for money,” Mr Vynokur continued.

The milestone for Betashares comes as the Australian ETF industry continues on a strong upward trajectory. Despite the strong growth of the industry over the past decade, adoption of ETFs in Australian portfolios has significant scope to accelerate further, when compared to a number of developed markets.

“The runway for growth for Betashares remains very long, and we’re working hard to build out our capabilities and services to help more Australians grow their wealth,” Mr Vynokur concluded.

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