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Showing 11 - 20 of 51 results for "Crestone"

Crestone appoints deputy chief investment officer

JAMIE WILLIAMSON  |  WEDNESDAY, 27 APR 2022
The former chief investment officer of Energy Super joined the investments team at Crestone Wealth Management this week. Kevin Wan Lum taken up the post as deputy chief investment officer at Crestone, reporting to chief executive Michael Chisholm. He ...

Crestone awards back-office, trade execution mandate

KARREN VERGARA  |  TUESDAY, 15 FEB 2022
Crestone Wealth Management selected FinClear to manage its trade execution and settlements functions. In choosing FinClear, Crestone chief executive Michael Chisholm said he was impressed with its capabilities, technology, and commitment to security. ...

Crestone to be acquired by LGT Group

JAMIE WILLIAMSON  |  WEDNESDAY, 15 DEC 2021
Crestone Wealth Management is set to be acquired by one of the world's largest privately owned wealth managers, LGT Group. Under the agreement, LGT Group will acquire 100% of Crestone for $475 million. "The proposed transaction would enable Crestone ...

Wealthy overlook digital experience

KARREN VERGARA  |  TUESDAY, 14 DEC 2021
... advisers to attract these clients and demonstrate the value of their advice service, Walker said. In a separate survey, Crestone found that HNWIs prefer to invest in cash, and local equities and property. The majority of HNWIs invested in Australian ...

Domestic bias swells for HNWIs

KARREN VERGARA  |  MONDAY, 13 DEC 2021
... report. High-net-worth individuals' love affair with domestic shares jumped from 56.4% three years ago to 73.4% in 2021, Crestone Wealth Management's 2021 State of Wealth report finds. This is closely followed by holdings in cash (72.4%) and direct residential ...

Industry steps up for Lifeline

ELIZABETH MCARTHUR  |  THURSDAY, 26 AUG 2021
... levels. On Monday August 2, Lifeline had 3345 calls - the highest volume of calls in its 58-year history. Wealth manager Crestone will support the Berry Motorfair when it goes ahead next year and has made a significant donation to Lifeline. Crestone's ...

Crestone expands Brisbane presence

KARREN VERGARA  |  WEDNESDAY, 7 JUL 2021
Crestone Wealth Management has hired its sixth investment adviser in the past year in a bid to expand its footprint in Brisbane. John Paul Geribello is the latest to join as an investment adviser this month, taking total staff numbers in Brisbane to ...

Head of sales departs Crestone

ELIZABETH MCARTHUR  |  TUESDAY, 1 JUN 2021
Crestone Wealth Management has lost its head of sales, with a replacement yet to be appointed. Edward Blight, who was with the business for more than five years, has departed. He was with Crestone for more than five years including as head of investment ...

Former Westpac chief executive in new role

KANIKA SOOD  |  TUESDAY, 11 MAY 2021
... during a $12 billion interest rate swap transaction from 2016. Sayers' other recent hires span Deloitte, JBWere, Crestone Wealth Management and PwC.

Crestone expands national footprint

ELIZABETH MCARTHUR  |  TUESDAY, 4 MAY 2021
Crestone Wealth Management has made several hires as it expands into the South Australian market. It bolstered its South Australian presence by hiring a local team of investment professionals, based in Adelaide. Kieran Purcell will be manager of advisory ...