Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 71 - 80 of 82 results for "Sequoia"

Sequoia expands advice arm, boosts top line

KARREN VERGARA  |  WEDNESDAY, 28 FEB 2018
Sequoia Financial Group's advice business delivered strong revenue in the six months to December thanks to two acquisitions and a restructure of its operations. Sequoia Wealth Group saw revenue jump 39% to $3.9 million, while adviser numbers rose 15% ...

Sequoia Financial Group grows board

JAMIE WILLIAMSON  |  FRIDAY, 2 FEB 2018
Sequoia Financial Group is welcoming a new non-executive director to its board. Former Odyssey Funds Management chairman John Larsen has joined the ASX-listed wealth manager, bringing more than 30 years' experience across financial services. His appointment ...

Sequoia raises curtains on two key acquisitions

ALEX BURKE  |  TUESDAY, 19 SEP 2017
After suspending trading last week, Sequoia Financial Group has acquired a major Australian broking firm and says it will complete another purchase originally flagged in June. Morrison Securities, part of the ASX Group since 1985 and formerly owned ...

Sequoia announces acquisition

KARREN VERGARA  |  TUESDAY, 20 JUN 2017
ASX-listed Sequoia Financial Group announced it will acquire Melbourne-based financial planning and accounting services firm InterPrac. Interprac "will add immediate scale, in particular to the SMSF Administration, Wealth Advisory and Investment Solutions ...

Key board appointment for Sequoia

JAMIE WILLIAMSON  |  MONDAY, 21 NOV 2016
Sequoia Financial Group has bolstered its board with a new non-executive director. Sequoia has appointed Garry Crole, managing director of independently owned AFSL, Interprac Financial Planning. Crole will also join Sequoia's governance committee, risk ...

Sequoia launches two specialist retail products

ALEX BURKE  |  TUESDAY, 30 AUG 2016
Sequoia Financial Group has launched two new structured products for retail investors. The first, Sequoia Accelerated Return Units - Series 1 gives exposure to Tesla Motors, the US electric car and energy storage company; the second, Sequoia Launch ...

Sequoia steps into funds management

KERRIE SYDEE  |  WEDNESDAY, 20 JUL 2016
Sequoia Financial Group and Aitken Investment Management have entered an exclusive partnership which will provide retail investors with exposure to Aitken Investment Management's wholesale only fund. Sequoia has launched the AIM Gateway Fund through ...

Sequoia executive director departs

KERRIE SYDEE  |  THURSDAY, 5 MAY 2016
Sequoia Financial Group has announced the departure of an executive director and will be seeking a suitable candidate to fill the role. Delan Pagliaccio resigned from the position, effective from 2 May 2016, in order to pursue a number of other corporate ...

SMSFs to access Berkshire Hathaway from Australia

LAURA MILLAN  |  TUESDAY, 7 JUL 2015
... Self-managed super funds (SMSFs) will be able to access Warren Buffet's Berkshire Hathaway from Australia. MDS Financial-owned Sequoia Specialist Investments has launched a number of structured products that provide exposure to the performance of Berkshire ...

Bridges MD leaves to join MDS Financial

LAURA MILLAN  |  MONDAY, 16 MAR 2015
... executive director of marketing and distribution. Michael Carter's appointment follows MDS Financial's acquisition of Sequoia Financial Group in early January and the integration of the business to the group. At Bridges, Carter was responsible for the ...