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Showing 1 - 10 of 26 results for "Informed Investor"

Powerhouse Ventures to acquire Aliwa

KARREN VERGARA  |  FRIDAY, 20 SEP 2024
... set presenting itself in micro-cap stocks and the risk asset landscape. Separately, Powerhouse has acquired Informed Investor from Sequoia Financial Group. Sequoia in exchange took two million shares in Powerhouse. It acquired Informed Investor, ShareCafe ...

Investment boutique calls time after seven years

JAMIE WILLIAMSON  |  TUESDAY, 17 SEP 2024
Wheelhouse Investment Partners is closing its doors, having decided it's no longer financially sustainable to continue operating its funds. Wheelhouse Investment Partners was founded in May 2017 as a specialist income manager by Alastair MacLeod ...

Sequoia ends FY24 with 350 advisers

KARREN VERGARA  |  TUESDAY, 27 AUG 2024
... liabilities, which is incorrect. This relates to future instalment payments related mainly to the acquisition the Informed Investor group and client books purchased during the financial year. It had no contingent liability at the end of FY24. Sequoia ...

Sequoia professional services lead exits, restructures business

KARREN VERGARA  |  THURSDAY, 4 JUL 2024
... corporate finance, wealth management, asset management, specialist investments. It also includes its media business, Informed Investor, ShareCafe, and Corporate Connect Research. "As outlined to shareholders in our February 1HFY24 results report, and ...

Future Fund deputy CIO jumps to Blue Owl

ELIZABETH FRY  |  FRIDAY, 26 APR 2024
Blue Owl Capital's hire of a top executive from the Future Fund has generated more interest in US firms vying for institutional business in Australia. Australia's sovereign wealth fund has confirmed the departure of deputy chief investment officer ...

Sequoia chair steps down

KARREN VERGARA  |  FRIDAY, 19 APR 2024
... a defence and counterclaim on Sequoia in the Supreme Court of Victoria. McGowen is the managing director of Informed Investor, ShareCafe, and Corporate Connect Research - all of which Sequoia acquired in 2022. These companies provide media, research ...

Sequoia FG revises profit expectations

JAMIE WILLIAMSON  |  MONDAY, 23 JAN 2023
... about $500,000. It said this is due to delays in integrating the various companies in the division, including Informed Investor, Yield Report and Corporate Connect Research. "Whilst the integration is causing short term pain to our bottom line, we have ...

Venture capital firm in data breach

KARREN VERGARA  |  WEDNESDAY, 3 MAR 2021
A US venture capital firm that recently won a mandate with the Future Fund is the subject of a cybersecurity breach that involved a phishing scam. Sequoia Capital informed investors last week that sensitive information has been accessed by a third party. ...

Ironbark to wind up emerging markets fund

KANIKA SOOD  |  FRIDAY, 13 NOV 2020
Ironbark Asset Management has terminated an emerging markets small caps fund, after the underlying manager decided to close. The Ironbark Copper Rock Emerging Markets Opportunities Fund aimed to beat the MSCI Emerging Markets Small Cap Index (in AUD) ...

UBS says goodbye to ETFs

KANIKA SOOD  |  THURSDAY, 19 MAR 2020
UBS is sweeping clean its suite of ASX-listed ETFs, shutting down six funds and delisting three as asset growth stalls. UBS currently has nine ETFs with $300 million in funds under management at February end. On Friday, it informed investors of its ...
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