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Showing 21 - 27 of 27 results for "Crestone Wealth Management"

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
... 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 and macro analyst ...

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
... head 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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