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|Search Results||Showing 1 - 10 of 23 results for "Crestone"|
|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 ...|
|... Portfolios chief 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 ...|
|Crestone said strong client performance and inflows from both new and existing clients contributed to the increase. "Crestone has invested in its client-facing technology solutions and in delivering enhanced access to investment opportunities. New employees ...|
|... asset value, plus 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 ...|
|... Hot on the heels of listing on the ASX, the Sydney-based hedge fund is readying a new Asia-focused equities LIC with Crestone on board as a lead joint manager. The listed investment company, to be called VGI Partners Asian Investments (ASX: VG8), is ...|
|... wealth in cash rather 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 ...|
|... assets under 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 ...|
|... 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 ...|
|... 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 ...|
|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 ...|
Victoria Funds Management Corporation has promoted a senior portfolio manager to head of equities, and hired from outside the company to fill the vacant role
The government's move to extend the ban on conflicted remuneration to listed investment companies and trusts is expected to provide financial advisers with some much needed certainty.
Aussie equities fund managers steadily improved in performance relative to benchmark from January to March, according to an updated SPIVA Australia Scorecard from S&P.
In the pre-pandemic world, there was a lot of talk around passive investment but now that the markets have taken investors on a rollercoaster ride, are the active managers leaving or just biding their time?
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