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Euroz Hartleys (ASX:EZL), the Perth-based stockbroking and wealth firm, was effectively acquired after years of advocacy from Seneca. In July 2026, Seneca Financial Solutions said it had been highlighting Euroz Hartleys for several years, noting that on 30 June, BMO confirmed a $145 million cash bid for the company's core business. Seneca described the deal as BMO effectively acquiring the long-time portfolio position, and had earlier flagged takeover speculation linked to Canadian investment banks seeking an Australian presence as resources activity rises. Euroz Hartleys operates in the Financials sector within the Capital Markets industry, and Thesis Tracker has captured 5 comments from 1 fund manager, Seneca Financial Solutions. Founded in 2000 and headquartered in Perth, Euroz Hartleys provides stockbroking, corporate finance, wealth management and funds management services, with a strong franchise in Western Australian resources and small-cap capital markets, and manages listed and unlisted investment vehicles.
Company figures as of 15 Oct 2026. For information only.
Fund managers including Seneca Financial Solutions have invested in Euroz Hartleys Group Ltd (ASX:EZL).
Seneca highlights BMO's $145 million cash bid, confirming the value of Euroz Hartleys' resources-focused broking and corporate finance franchise to international banks.
With the transaction effectively completed, ongoing exposure to Euroz Hartleys' earnings ends, and the main consideration is completion of the deal.
Euroz Hartleys Group Ltd., founded in 2000 and headquartered in Perth, Australia, is a financial services firm providing comprehensive financial solutions. The company operates across four core segments: Retail, Wholesale, Funds Management, and Other. Euroz Hartleys serves a diverse client base, including institutional investors, corporate entities, and private clients.
General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.
11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.