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Showing 1 - 6 of 6 results for "FINEX"

Sequoia strikes deal to acquire Clique Paraplanning

ANDREW MCKEAN  |  MONDAY, 5 FEB 2024
Sequoia Financial Group has acquired the business assets of Clique Paraplanning in cash on an earn out revenue multiple of about one. According to an ASX announcement, the deal comprised of $150,000 in cash and $60,000 in shares. The earn out and final ...

Cyber attacks scare directors: WTW

ELIZABETH MCARTHUR  |  FRIDAY, 22 APR 2022
... geopolitical pressures it is no surprise that cyber risks are high on the list of directors' concerns," WTW global head of FINEX Jeremy Wall said. "Emerging risks such as climate change are also spotlighted, and we believe the report will provide a great ...

Willis Towers Watson buys Aussie broker

KRISTI CHENG  |  FRIDAY, 2 AUG 2019
... immediately, enhancing WTW's offering to clients in the growing M&A market. RCA will become a fully integrated part of WTW 's FINEX global line of business, which provides clients with specialist advice and services. WTW head of Australasia Simon Weaver ...

Willis Towers Watson adds cyber specialist

HARRISON WORLEY  |  THURSDAY, 24 JAN 2019
... across the firm's national client list, but the firm said he would also work closely with its global cyber team. Head of FINEX for Australia, Jill Stewart, said the firm's latest hire would bring a new perspective and capability to its Australian clients. ...

Firetrail to launch $305m IPO

KANIKA SOOD  |  THURSDAY, 13 SEP 2018
... Wilsons, Ord Minnett, Taylor Collison and Morgans are acting as joint lead managers. Crestone, Bell Porter, Patersons and FinEx Wealth are acting as co-managers. The boutique will pay $9.4 million in expenses to joint lead managers, legal, investigating ...

WTW recruits FINEX Australasia lead

JAMIE WILLIAMSON  |  WEDNESDAY, 28 JUN 2017
Willis Towers Watson will welcome a QBE national manager as head of FINEX - Australasia. The global advisory firm has appointed Jill Stewart to lead the local division, which brings together experts in financial, executive and professional risks, mergers ...
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