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WA-80006

Russell Investment Group / Zurich Investment ManagementWA-80006

View on ACCC

Processing timeline

21

days

Filed

19 Feb 2026

Notification waiver determination published

Decision

12 Mar 2026Notification waiver determination published
Type
Waiver
Outcome
Approved
Stage
Waiver application
Status
Assessment completed

Parties

Acquirer(s)

RUSSELL INVESTMENT GROUP PTY LTD ABN - 92 003 066 859

Target(s) or Vendor(s)

ZURICH INVESTMENT MANAGEMENT LIMITED ABN - 56 063 278 400

Other parties

Zurich Insurance Group Ltd

Summary

Russell Investment Group Pty Ltd proposes to acquire 100 per cent of the shares of Zurich Investment Management Limited through a share sale agreement. Both entities provide investment and asset management services in Australia, offering managed fund solutions to Australian investors.

Acquisition details

Russell Investment Group Pty Ltd ( Russell ) proposes to acquire 100 per cent of the issued and outstanding shares of Zurich Investment Management Limited ( Zurich ) through a share sale agreement (the Acquisition ). Russell provides investment and asset management services in Australia. Zurich is an Australian incorporated member of the global Zurich Insurance Group. The ultimate holding company is Zurich Insurance Group Ltd (incorporated in Switzerland). Zurich provides managed fund solutions to Australian investors. The Acquisition only relates to Zurich, rather than the broader Zurich Insurance Group. Both Russell and Zurich supply investment and asset management services in Australia, including issuing interests in Australian and global equities funds, property securities funds, fixed interest funds, diversified or multi-asset funds and cash funds to Australian investors.

Industry

Broad:Financial Services & InsuranceANZSIC 6240:Financial Asset InvestingANZSIC 6962:Management Advice and Related Consulting Services

Decisions and key events

12 Mar 2026Notification waiver determination publishedAttachmentPDF150.1 KB

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