Michael Tritton, head of advisory for NSW, QLD and SA said: “The new advisers are welcome additions to our growing team. Crestone offers global, multi- asset class portfolio construction and management solutions and we are confident the expertise these six advisers possess will complement our existing business and offering.”
Fisher had extensive investment experience across all traditional and alternative asset classes, dealing with boutique and private wealth businesses, private banks, foreign investment banks, HNW clients and family office investors.
Geribello had experience in providing investment advice to institutional, corporate, family offices and HNW investors on their investment strategies and risk management of traditional asset classes, structured solutions and alternative investments.
HNW practice appoints Adelaide team
HNW practice appoints Adelaide team
A high-net-worth advice group has expanded into South Australia, recruiting a number of senior practitioners from the private banking and stockbroking space to lead its new Adelaide office.
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In a statement, Crestone Wealth Management said it had appointed “an experienced and local team of investment professionals” to bolster its presence in the southern state, where the firm already had a strong client base.
“Our entrance into SA presents dual opportunity. Firstly, for HNW and UHNW individuals based in SA, Crestone can provide access to a broader set of global diversified investment opportunities than may currently be available to them,” Crestone chief executive Michael Chisholm said.
Prior to Morgans, Purcell was Macquarie’s office head in South Australia where he was responsible for over 100 employees.
Brocklehurst had over 20 years’ experience and joined from NAB Australia where she was previously a senior private client manager.
McBride joined from ANZ Banking Group where he was a private banker, responsible for managing a portfolio of high net worth (HNW) families.
Hamersley joined from Westpac Private Bank SA where he was associate director for the SA Global Investment Service and had over 20 years’ industry experience with HNW clients.
Taylor joined from Westpac Premier where she was a lending area manager and had almost 20 years’ experience.
Last chance to secure your place at the InvestorDaily ESG Summit 2021 Reporter 01 February 2021
The countdown to the inaugural summit is on as more speakers are revealed with a focus on navigating the Australian ESG landscape and having ethical investing conversations with clients.
The industry-first event will take place on 9 and 10 February and equip advisers, sophisticated investors and financial services professionals with everything they need to know around understanding and implementing ESG strategies.
Attendees will hear from a range of speakers, including new additions from Australian Ethical head of ethics research Stuart Palmer and head of client relationships Leah Willis, who will lead a session on how to discern the ethical practices of ASX 200 stocks, and unpack the dominant ESG themes in the Australian investment market.