Crestone Wealth Management boosts investment team
Crestone Wealth Management has appointed Stan Shamu and Anshula Venkataraman to its investment products and services team, effective immediately.
Shamu was appointed to the role of senior portfolio strategist, and Venkataraman was appointed to the role of investment consultant, and both would report to chief investment officer, Scott Haslem.
Shamu would join from Jana Investment Advisers, where he conducted managed funds research and provided advice to a wide range of clients, and Venkataraman would join from Morningstar’s manager research team, where she conducted research on managed investments.
Head of investments products and services at the firm, Adam Ginnivan, said Shamu and Venkataraman’s expertise in their respective areas would further bolster Crestone’s strong in-house investment capability.
“We have invested heavily in creating a truly robust investment team to support our advisors, ensuring clients can access advice across more asset classes; both in Australia and offshore,” he said.
“This approach to investing and manager selection allows Crestone to meet the growing expectations of our high net worth clients, who are increasingly demanding an institutional investor level of service and quality.”
Recommended for you
Apostle Funds Management has appointed the newly created position of director, head of wholesale as the firm expands its Australian footprint in the wholesale sector.
Recruitment manager Robert Half has shared the most in-demand roles in financial services that firms are finding difficult to fill, driven by ASIC’s growing focus on risk and compliance.
ASIC chief executive, Warren Day, is among senior executives to depart the corporate regulator amid changes to its leadership team.
Iress has completed the sale of its platform business, bringing $4.1 billion in funds under administration over to Praemium.
