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Search ResultsShowing 11 - 18 of 18 results for "Crestone Wealth Management"
Aberdeen LIC internalises management
ALEX BURKE  |  THURSDAY, 25 JAN 2018
... executive and chief investment officer David Sokulsky, who was most recently chief investment officer at Crestone Wealth Management. As above, pending shareholder approval, the company will also rebrand to Concentrated Leaders Fund Limited and change ...
UBS restructures global wealth arms
KARREN VERGARA  |  THURSDAY, 25 JAN 2018
... head of UBS Wealth Management Mike Chisholm, together with a group of senior advisers, established Crestone Wealth Management. At the time, Geoff Stansen, Gary MacKenzie, Andrew Lees, Leigh Birtles and Don Chandler were among the of senior advisers from ...
OpenMarkets appoints executive, announces integration
JAMIE WILLIAMSON  |  TUESDAY, 23 JAN 2018
... network of self-directed investors. Lee Redpath joined OpenMarkets in the newly-created role, leaving Crestone Wealth Management where he served as head of operations and financial intermediaries. The appointment follows the announcement of a partnership ...
Former Crestone CIO joins Aberdeen Leaders
ALEX BURKE  |  THURSDAY, 26 OCT 2017
... executive and chief investment officer. David Sokulsky was previously chief investment officer of Crestone Wealth Management. Prior to that, he was head of investment strategy at UBS Wealth Management Australia and a senior trader and macro analyst at ...
Crestone names new chief investment officer
JAMIE WILLIAMSON  |  WEDNESDAY, 25 OCT 2017
The former chief economist at UBS Australia is Crestone Wealth Management's new chief investment officer. Regarded as one of Australia's leading investment experts, Scott Haslem will lead Crestone's investment team as of January 2018, replacing David ...
Board changes at Crestone
KARREN VERGARA  |  TUESDAY, 17 OCT 2017
Crestone Wealth Management announced a number of board changes that will help steer the firm's expansion in 2018. Leigh Clifford assumes the position of chair, succeeding John McDonald who remains a non-executive director. Clifford joined as a non-executive ...
Crestone appoints banking executive
EMMA RAPAPORT  |  MONDAY, 31 JUL 2017
A distinguished banking and financial services director will become Crestone Wealth Management group's newest independent director. Peter Hawkins will join Crestone at the end of September, bringing with him more than 40 years' experience in banking ...
UBS hands wealth management business to senior staff
MARK SMITH  |  TUESDAY, 26 MAY 2015
... of UBS Wealth Management Mike Chisholm, together with a group of senior advisers, has established Crestone Wealth Management with Chisholm as chief executive with immediate effect.A Almost the entire group of client advisers and the senior management ...
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