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Showing 11 - 20 of 36 results for "Crestone"

Former Crestone CIO starts new boutique

KANIKA SOOD  |  WEDNESDAY, 2 SEP 2020
A former chief investment officer of Crestone Wealth Management has started a new Sydney boutique that invests in equities, with plans to expand into other asset classes. David Sokulsky left Crestone in late 2017 to move to LIC Concentrated Leaders ...

Melbourne boutique wins Crestone allocation

KANIKA SOOD  |  TUESDAY, 25 AUG 2020
Crestone Wealth Management has allocated to a Melbourne boutique's real assets fund that targets 7-11% per year in returns while aiming for a measurable social impact. The HNW advice firm will use Conscious Investment Management's impact fund, which ...

Australian Unity rejigs executive lineup

KANIKA SOOD  |  TUESDAY, 7 JUL 2020
... new chief executive for its wealth and capital markets business, as it also launches a new green bond fund backed by Crestone Wealth Management. Esther Kerr-Smith is moving into the role of chief executive for wealth and capital markets at Australian ...

Crestone bolsters team

ELIZABETH MCARTHUR  |  TUESDAY, 14 JAN 2020
Crestone Wealth Management has made eight new appointments, bringing its team to 80. The firm said the hires reaffirm its commitment to high-quality professional advice in the high net worth and ultra-high net worth client segments. Paul Shalhoub, Duane ...

FS Roundtable: Striking the perfect balance

KARREN VERGARA  |  THURSDAY, 14 NOV 2019
... Portfolios chief investment officer Jonathan Reilly; Asset Builder Financial Services executive director Christian Schween; Crestone Wealth Management senior portfolio strategist Stan Shamu; and Banyan Tree Investment Group director Chhai Ung. Searching ...

Crestone profits boosted by clients

ELIZA BAVIN  |  THURSDAY, 31 OCT 2019
Crestone said strong client performance and inflows from both new and existing clients contributed to the increase. "Crestone has invested in its client-facing technology solutions and in delivering enhanced access to investment opportunities. New employees ...

Global manager pushes Australian expansion

ELIZA BAVIN  |  MONDAY, 30 SEP 2019
... asset value, plus performance fees will be taken into account across the equity and credit investments. It is believed Crestone Wealth Management was one of the early backers of the fund, with reports it committed the first $50 million. Hamilton Lane ...

VGI Partners readies $1bn Asian fund

KANIKA SOOD  |  MONDAY, 5 AUG 2019
... Hot on the heels of listing on the ASX, the Sydney-based hedge fund is readying a new Asia-focused equities LIC with Crestone on board as a lead joint manager. The listed investment company, to be called VGI Partners Asian Investments (ASX: VG8), is ...

Aussie millionaires are cashed up: Report

KARREN VERGARA  |  THURSDAY, 25 JUL 2019
... wealth in cash rather than risk capital erosion. The 2019 State of Wealth Report, which is based on research conducted by Crestone Wealth Management and CoreData, found most millionaires are unsophisticated investors and shun diversifying portfolios ...

Crestone builds investment team

KANIKA SOOD  |  TUESDAY, 9 APR 2019
... assets under management has hired from JANA and Morningstar as it builds out its investment team. Stan Shamu is joining Crestone Wealth Management as a senior portfolio strategist from JANA Investment Advisers where he researched managed funds and advised ...