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Showing 21 - 30 of 45 results for "Sequoia Financial Group"

Goldman Sachs hires for family office offering

ELIZABETH MCARTHUR  |  WEDNESDAY, 4 AUG 2021
... announced that it would launch a local high-net-worth offering for private clients. Shortly after that, Sequoia Financial Group launched Sequoia Family Office targeting those with between $5 million and $100 million in investable assets.

Sequoia launches family office

ELIZABETH MCARTHUR  |  FRIDAY, 2 JUL 2021
In its latest move to expand its wealth business, Sequoia Financial Group has launched the Sequoia Family Office. The new business will target local ultra-high and high-net-worth investors with between $5 million and $100 million in investable funds. ...

Interprac grows advice network

KARREN VERGARA  |  THURSDAY, 10 JUN 2021
... used Interprac Financial Planning for their licensee services and the acquisition will see parent company Sequoia Financial Group own 100% of each firm. Butler said the move expands on Sequoia's strategy to grow its own businesses and provide an exit ...

Sequoia reveals strategic plans

ANNABELLE DICKSON  |  FRIDAY, 20 NOV 2020
ASX-listed Sequoia Financial Group has revealed its plans to increase its adviser numbers and licensees to adjust to the shifting landscape of the financial advice industry. At its annual general meeting, Sequoia announced its strategic objective to ...

Sequoia acquires advice firm

ALLY SELBY  |  WEDNESDAY, 8 JUL 2020
Sequoia Financial Group has entered into a purchase of assets agreement with financial advice firm Total Cover Australia, through the company's subsidiary InterPrac Securities. It is the fourth acquisition of a retiring InterPrac adviser's portfolio ...

Sequoia to acquire wealth group

KANIKA SOOD  |  MONDAY, 1 JUN 2020
Sequoia Financial Group has entered an agreement to acquire a wealth group, adding about 23 advisers and $1 billion in funds under management. Sequoia Wealth Management will acquire the customer base of Phillip Capital Limited's existing advisers ...

IRESS advances surprise bid for OneVue

KANIKA SOOD  |  MONDAY, 1 JUN 2020
... an undisclosed sum for an acquisition, whose name was not mentioned. Proceeds from Sargon's shares in Sequoia Financial Group, which OneVue's receivers PwC sold earlier are also in doubt, as China-Taiping also lays a claim to them. "China-Taiping has ...

Madison sale slated for May completion

KANIKA SOOD  |  WEDNESDAY, 29 APR 2020
... $31 million from Sargon and associated companies: it realised $4.4 million by selling Sargon's sale in Sequoia Financial Group; is currently in 100% ownership of Madison; is waiting to recover some amount from the sale of trustee and RE businesses that ...

Sargon Capital to be liquidated

KANIKA SOOD  |  THURSDAY, 9 APR 2020
... $31 million by Sargon, and has recouped some of it by taking control of now-sold Sargon's share in Sequoia Financial Group, and Madison Financial Group), earlier this week indicated that its preference is to recover amounts owed to it at subsidiary-level ...

Sargon trustee businesses sale expected soon

KANIKA SOOD  |  THURSDAY, 26 MAR 2020
... Trustees. So far, OneVue has been able to recoup $4.36 million from selling Sargon's stake in ASX-listed Sequoia Financial Group. It also has 100% control of Madison Financial Group, and is in line with other creditors for the proceeds from the trustee ...