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Showing 1 - 10 of 32 results for "Crestone Wealth Management"

Crestone warns on economic challenges

CHLOE WALKER  |  MONDAY, 23 MAY 2022
Following the 2022 federal election, Crestone Wealth Management has provided a special report, summarising policy implications for the markets. "For markets, the election has been fought along lines that are likely to be less impactful for markets in ...

Crestone appoints deputy chief investment officer

JAMIE WILLIAMSON  |  WEDNESDAY, 27 APR 2022
The former chief investment officer of Energy Super joined the investments team at Crestone Wealth Management this week. Kevin Wan Lum taken up the post as deputy chief investment officer at Crestone, reporting to chief executive Michael Chisholm. He ...

Crestone awards back-office, trade execution mandate

KARREN VERGARA  |  TUESDAY, 15 FEB 2022
Crestone Wealth Management selected FinClear to manage its trade execution and settlements functions. In choosing FinClear, Crestone chief executive Michael Chisholm said he was impressed with its capabilities, technology, and commitment to security. ...

Crestone to be acquired by LGT Group

JAMIE WILLIAMSON  |  WEDNESDAY, 15 DEC 2021
Crestone Wealth Management is set to be acquired by one of the world's largest privately owned wealth managers, LGT Group. Under the agreement, LGT Group will acquire 100% of Crestone for $475 million. "The proposed transaction would enable Crestone ...

Domestic bias swells for HNWIs

KARREN VERGARA  |  MONDAY, 13 DEC 2021
... High-net-worth individuals' love affair with domestic shares jumped from 56.4% three years ago to 73.4% in 2021, Crestone Wealth Management's 2021 State of Wealth report finds. This is closely followed by holdings in cash (72.4%) and direct residential ...

Crestone expands Brisbane presence

KARREN VERGARA  |  WEDNESDAY, 7 JUL 2021
Crestone Wealth Management has hired its sixth investment adviser in the past year in a bid to expand its footprint in Brisbane. John Paul Geribello is the latest to join as an investment adviser this month, taking total staff numbers in Brisbane to ...

Head of sales departs Crestone

ELIZABETH MCARTHUR  |  TUESDAY, 1 JUN 2021
Crestone Wealth Management has lost its head of sales, with a replacement yet to be appointed. Edward Blight, who was with the business for more than five years, has departed. He was with Crestone for more than five years including as head of investment ...

Former Westpac chief executive in new role

KANIKA SOOD  |  TUESDAY, 11 MAY 2021
... billion interest rate swap transaction from 2016. Sayers' other recent hires span Deloitte, JBWere, Crestone Wealth Management and PwC.

Crestone expands national footprint

ELIZABETH MCARTHUR  |  TUESDAY, 4 MAY 2021
Crestone Wealth Management has made several hires as it expands into the South Australian market. It bolstered its South Australian presence by hiring a local team of investment professionals, based in Adelaide. Kieran Purcell will be manager of advisory ...

Crestone revenue up 12% to $120.5m

KANIKA SOOD  |  MONDAY, 2 NOV 2020
Crestone Wealth Management reported revenue of $120.5 million for FY20, as it added $1 billion in net new client money and nine new advisers during the year. The high-net-worth-focused advice firm had an EBIT of $10.8 million, down from $11.5 million ...
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