CRESTONE

People & Products

LGT Crestone has appointed Amanda MacDonald to the role of head of sustainability, joining the firm with over 14 years’ experience in the investment industry with a focus...

image
People & Products

It has added six new investment advisers that specialise in professional advice to high net worth and ultra-high net worth individuals....

image
People & Products

The high net worth advisory firm has appointed five new people, including a new manager of advisory for the state....

image
People & Products

Former UBS chief economist, Scott Haslmen has been appointed chief investment officer at Crestone Wealth Management....

image
People & Products

Crestone Wealth Management has announced key changes to its board including a new director and a change in chairman....

image
Financial planning

The board of directors of the Crestone Wealth Management Group have announced the appointment of Peter Hawkins as an independent director....

image
Financial planning

Crestone has finalised its acquisition of UBS Wealth Management Australia, and has started operating with $14 billion in AUM. ...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 4 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

1 week 5 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

2 weeks 3 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 1 day ago