On July 14, 2025, Betashares announced that it will merge its managed accounts division with InvestSense, forming Trellia Wealth Partners.
Betashares Financial Group (“Betashares”) announced on July 14, 2025, its intent to merge its managed accounts division with InvestSense. The merger will create a new business, Trellia Wealth Partners (“Trellia”). Trellia will operate as a standalone business, backed by the strength and scale of Betashares Financial Group. The transaction is expected to close in the third quarter of 2025. Further terms of the transaction were not disclosed.
Betashares, based in Sydney, Australia, is a manager of exchange-traded funds. As of August 2025, Betashares had approximately $55 billion in assets under management.
InvestSense, based in Sydney, Australia, is a portfolio management and investment consultancy specializing in managed accounts. As of August 2025, InvestSense had approximately $5 billion in assets under management.
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