Oracle acquisition broadens Count MA footprint

Mike Taylor

Managing Editor and Publisher

2 April 2026

Count Limited’s acquisition of Oracle has broadened its exposure to the managed accounts arena via Oracle Investment Management.

While commentary around the transaction largely focused on financial adviser numbers, Oracle boasts a well-established investment management business led by Chief Investment Officer, Peter Durbin offering a range of portfolios across Australian equities, emerging companies, global equities and property securities.

The company’s offering predominantly sit on the HUB24 platform but are also included on BT Panorama and AMP North.

Count used its investor briefing on the Oracle transaction to point out that Oracle’s Executive Series suite of risk-profiled managed account and managed account offerings represent a similar solution to that offered by Counts’ CARE solutions.

According to the investor briefing, the transaction will deliver a combined funds under advice base of $42 billion made up of $4.6 billion in CARE portfolios, $0.9 billion in Count portfolios and $0.8 billion in Oracle portfolios.

It noted that Oracle’s management fee range was between 45bps and 95 bps.

The briefing noted that Oracle Investment Management accounted for 19% of Oracles 2025 financial year revenue of $26.4 million.