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Showing 1 - 8 of 8 results for "Michael Chisholm"

Crestone appoints deputy chief investment officer

JAMIE WILLIAMSON  |  WEDNESDAY, 27 APR 2022
... Kevin Wan Lum taken up the post as deputy chief investment officer at Crestone, reporting to chief executive Michael Chisholm. He was chief investment officer at Energy Super for almost three years before it merged with LGIAsuper and he took up the role ...

Crestone awards back-office, trade execution mandate

KARREN VERGARA  |  TUESDAY, 15 FEB 2022
... 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 seeks to continue to grow ...

Crestone to be acquired by LGT Group

JAMIE WILLIAMSON  |  WEDNESDAY, 15 DEC 2021
... Crestone's position as Australia's leading high net worth investment advisor," Crestone chief executive Michael Chisholm said. "Crestone has come a long way in five years in its pursuit of always bringing the very best approach to portfolio construction ...

Crestone expands Brisbane presence

KARREN VERGARA  |  WEDNESDAY, 7 JUL 2021
... private wealth divisions of major banks like ANZ and Westpac, as well as Perpetual. Crestone chief executive Michael Chisholm said that over the past several years, the firm's client base in Queensland had grown, demanding the establishment of an expanded ...

Crestone expands national footprint

ELIZABETH MCARTHUR  |  TUESDAY, 4 MAY 2021
... advice services to high-net-worth and ultra-high-net-worth individuals and families. Crestone chief executive Michael Chisholm said over the past several years the business has been growing a client base in Adelaide and regional South Australia - warranting ...

Australian Unity rejigs executive lineup

KANIKA SOOD  |  TUESDAY, 7 JUL 2020
... have all expressed interest in green debt markets," Bovingdon said. Crestone Wealth Management chief executive Michael Chisholm said the high-net-worth advice firm's clients were excited about the opportunity. "We are encouraged and excited to partner ...

Crestone profits boosted by clients

ELIZA BAVIN  |  THURSDAY, 31 OCT 2019
... the alternative, philanthropic and Socially Responsible Investment (SRI) segments." Crestone chief executive Michael Chisholm said the wealth manager has had benefitting from both organic and inorganic growth within key client-facing roles. "During FY19 ...

What makes a tech company attractive for HNW investors?

KANIKA SOOD  |  MONDAY, 30 APR 2018
... traditional asset classes they can cushion portfolios against downturns in equity markets, Crestone chief executive Michael Chisholm said. For Square Peg Capital co-founder Paul Bassat, valuations are secondary when looking for a promising tech investment. ...
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