Search ResultsShowing 1 - 10 of 22 results for "Crestone"
FS Roundtable: Striking the perfect balance
KARREN VERGARA  |  THURSDAY, 14 NOV 2019
... 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 profits boosted by clients
ELIZA BAVIN  |  THURSDAY, 31 OCT 2019
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 ...
Global manager pushes Australian expansion
ELIZA BAVIN  |  MONDAY, 30 SEP 2019
... 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 ...
VGI Partners readies $1bn Asian fund
KANIKA SOOD  |  MONDAY, 5 AUG 2019
... 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 ...
Aussie millionaires are cashed up: Report
KARREN VERGARA  |  THURSDAY, 25 JUL 2019
... 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 ...
Crestone builds investment team
KANIKA SOOD  |  TUESDAY, 9 APR 2019
... 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 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 ...
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