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Showing 11 - 20 of 27 results for "Crestone Wealth Management"

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
... 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 for yield One ...

Global manager pushes Australian expansion

ELIZA BAVIN  |  MONDAY, 30 SEP 2019
... 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 entered Australia ...

VGI Partners readies $1bn Asian fund

KANIKA SOOD  |  MONDAY, 5 AUG 2019
... prospectus due to be released in September. VGI said it is in the process of appointing joint lead managers: Crestone Wealth Management, Commonwealth Securities, Ord Minnett, Taylor Collison and Wilsons as the joint lead managers for the offer. VGI is ...

Aussie millionaires are cashed up: Report

KARREN VERGARA  |  THURSDAY, 25 JUL 2019
... 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 beyond cash, direct property ...

Crestone builds investment team

KANIKA SOOD  |  TUESDAY, 9 APR 2019
... 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 charities ...

Northern Trust eyes super fund trading desks

KANIKA SOOD  |  WEDNESDAY, 3 APR 2019
... custody clients, which include the $147 billion Future Fund, QIC Commonwealth Superannuation Scheme, Crestone Wealth Management, Mercer, NZ Super and Government Employees Superannuation Board (GESB). Paulin says the trigger for Aussie super funds to ...

Avaloq expands Australian footprint, appoints senior roles

KARREN VERGARA  |  THURSDAY, 7 JUN 2018
... Global financial services software provider Avaloq, which boasts clients such as BT Financial Group and Crestone Wealth Management, is ramping up expansion initiatives in Australia with two senior appointments. Anantha Ayer has been appointed general ...

What makes a tech company attractive for HNW investors?

KANIKA SOOD  |  MONDAY, 30 APR 2018
... key investments in portfolios of HNW and UHNW individuals, according to a four-person panel led by Crestone Wealth Management in Sydney earlier this month. Attractive tech companies are often privately held, solve important problems and distinguish themselves ...

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 ...