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Mid-tier firm William Buck has completed its seventh merger since 2019. This time with a Brisbane-based high-net-worth advisory firm.
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William Buck completes 7th merger in 3 years
02 November 2021
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9 minute read
Effective immediately, William Buck has merged with Hillross Montefiore & Co, with the latter operating under the former’s namesake.
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The merger comes as the firm looks to continue its growth trajectory. Junaide Latif, managing director, William Buck Queensland noted it “will strengthen the firm’s
future sustainability and completes a significant step in the firm’s strategic goal of being able to provide a complete suite of professional services to Queensland clients”.
“Scott Montefiore, Director of Hillross Montefiore & Co, will join us as a Director, Wealth Advisory at William Buck, with his highly experienced team of 17,” Mr Latif said.
“Scott has established a well-regarded high-net-worth financial advisory business and his team of professional advisers share our Changing Lives ethos, which is demonstrated through their trusted and lasting client relationships.”
Commenting on the merger from his perspective, Scott Montefiore, director of Hillross Montefiore & Co said: “The 125-year history of William Buck and the unique opportunity to combine an established high net worth financial advisory business with a mid-tier-chartered accounting firm, made the transaction very exciting for our team.
“It will allow us to establish a high-quality multi-family office and expand services to both client bases.”
This latest merger marks William Buck’s seventh since 2019.
In mid-September, the firm merged with Melbourne-based firm BR Wellington.
It followed William Buck’s acquisition of North Sydney-based firm IACR Partners in February 2020 and its acquisition of Gold Coast-based Accounting One and Adelaide-headquartered firm Tregloans in July 2019.
In June this year, William Buck appointed Jamie McKeough as the new chair of its Australian and New Zealand operations, replacing former chair Nick Hatzistergos.
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