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Showing 21 - 30 of 36 results for "Crestone"

Northern Trust eyes super fund trading desks

KANIKA SOOD  |  WEDNESDAY, 3 APR 2019
... Northern Trust's 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 ...

Firetrail to launch $305m IPO

KANIKA SOOD  |  THURSDAY, 13 SEP 2018
... arranger and joint lead manager while Wilsons, Ord Minnett, Taylor Collison and Morgans are acting as joint lead managers. Crestone, Bell Porter, Patersons and FinEx Wealth are acting as co-managers. The boutique will pay $9.4 million in expenses 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
... companies could make for 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 ...

L1 Capital prepares for LIC IPO

JAMIE WILLIAMSON  |  TUESDAY, 20 FEB 2018
... of broking firms as it prepares to float its Long Short Fund listed investment company. NAB will lead the IPO, while Crestone, Morgans, Morgan Stanley, Ord Minnett, Taylor Collison and Wilsons will serve as co-lead managers alongside the bank. Further ...

Aberdeen LIC internalises management

ALEX BURKE  |  THURSDAY, 25 JAN 2018
... led by chief 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 ...

UBS restructures global wealth arms

KARREN VERGARA  |  THURSDAY, 25 JAN 2018
... operations. Former 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 ...

OpenMarkets appoints executive, announces integration

JAMIE WILLIAMSON  |  TUESDAY, 23 JAN 2018
... Australia's growing 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 ...

Former Crestone CIO joins Aberdeen Leaders

ALEX BURKE  |  THURSDAY, 26 OCT 2017
... appointed a joint chief 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 ...

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 ...