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Showing 1 - 6 of 6 results for "Sequoia Wealth Management"

Sequoia ends FY24 with 350 advisers

KARREN VERGARA  |  TUESDAY, 27 AUG 2024
... Interprac Financial Planning brand and add expertise and new business specialist equity advisers under the Sequoia Wealth Management brand, so we can further expand on the footprint we have established in the Equity Capital Markets and higher net worth ...

Sequoia professional services lead exits, restructures business

KARREN VERGARA  |  THURSDAY, 4 JUL 2024
... chief financial officer and chief operating officer. Director Hamish McCathie, who is responsible for Sequoia Wealth Management and Sequoia Asset Management, is now overseeing Sequoia Specialist Investments. On July 1, the Takeovers Panel declared that ...

Sequoia liquidates Libertas Financial Planning

KARREN VERGARA  |  FRIDAY, 1 SEP 2023
... was acquired. Libertas' operations and customers will transfer to Interprac Financial Planning and Sequoia Wealth Management "to achieve operational and cost synergies", the ASX-listed group said yesterday, as it undergoes liquidation, company deregistration ...

Adviser support services a boon for Sequoia

KARREN VERGARA  |  TUESDAY, 24 AUG 2021
... continue to acquire mid-tier licensee businesses within subsidiaries InterPrac Financial Planning and Sequoia Wealth Management to have a total of 1000 advisers by 2025. It will also acquire customer books into the salaried advice unit of InterPrac Securities ...

Sequoia to acquire wealth group

KANIKA SOOD  |  MONDAY, 1 JUN 2020
... 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 and corporate authorised representatives. ...

Sequoia raises curtains on two key acquisitions

ALEX BURKE  |  TUESDAY, 19 SEP 2017
... existing broking business, D2MX, along with related entities Sequoia Direct, Sequoia Asset Management and Sequoia Wealth Management. "Morrison will underpin Sequoia's current stockbroking and dealing businesses. Importantly, it gives us a great platform ...
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