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Search ResultsShowing 1 - 10 of 23 results for "Crestone Wealth Management"
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 ...
Boutique builds out executive team
KARREN VERGARA  |  TUESDAY, 27 OCT 2020
... firm is building its executive lineup, appointing several senior managers from the likes of JBWere, Crestone Wealth Management and PwC to establish an advisory, innovation and investment business "purposefully built for the modern change-age". James ...
UBS makes private wealth strategy shift
ALLY SELBY  |  MONDAY, 14 SEP 2020
... billion (US$488 billion) in core sustainable assets. UBS' wealth management business was acquired by Crestone Wealth Management in 2016 , after the firm announced it would be exiting the wealth management arena in 2015.
Former Crestone CIO starts new boutique
KANIKA SOOD  |  WEDNESDAY, 2 SEP 2020
A former chief investment officer of Crestone Wealth Management has started a new Sydney boutique that invests in equities, with plans to expand into other asset classes. David Sokulsky left Crestone in late 2017 to move to LIC Concentrated Leaders ...
Melbourne boutique wins Crestone allocation
KANIKA SOOD  |  TUESDAY, 25 AUG 2020
Crestone Wealth Management has allocated to a Melbourne boutique's real assets fund that targets 7-11% per year in returns while aiming for a measurable social impact. The HNW advice firm will use Conscious Investment Management's impact fund, which ...
Australian Unity rejigs executive lineup
KANIKA SOOD  |  TUESDAY, 7 JUL 2020
... executive for its wealth and capital markets business, as it also launches a new green bond fund backed by Crestone Wealth Management. Esther Kerr-Smith is moving into the role of chief executive for wealth and capital markets at Australian Unity, as ...
Crestone bolsters team
ELIZABETH MCARTHUR  |  TUESDAY, 14 JAN 2020
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 ...
FS Roundtable: Striking the perfect balance
KARREN VERGARA  |  THURSDAY, 14 NOV 2019
... 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 for yield One ...
Global manager pushes Australian expansion
ELIZA BAVIN  |  MONDAY, 30 SEP 2019
... 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 entered Australia ...
VGI Partners readies $1bn Asian fund
KANIKA SOOD  |  MONDAY, 5 AUG 2019
... prospectus due to be released in September. VGI said it is in the process of appointing joint lead managers: Crestone Wealth Management, Commonwealth Securities, Ord Minnett, Taylor Collison and Wilsons as the joint lead managers for the offer. VGI is ...
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