Crestone Wealth Management has made two additions to its investment products and services team.
Stan Shamu has been appointed to the role of senior portfolio strategist and Anshula Venkataraman has been elected to the position of investment consultant.
Both will report to Scott Haslem, chief investment officer of Crestone.
Mr Shamu previously worked as a consultant for Jana Investment Advisers, where he conducted managed funds research and provided advice to clients including charities, endowments and large superannuation funds.
Ms Venkataraman joins Crestone from Morningstar’s manager research team in Sydney, where she conducted research on managed investments across asset classes.
Adam Ginnivan, head of investment products and services at Crestone said Mr Shamu and Ms 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,” Mr Ginnivan 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.”
Sarah Simpkins is a journalist at Momentum Media, reporting primarily on banking, financial services and wealth.
Prior to joining the team in 2018, Sarah worked in trade media and produced stories for a current affairs program on community radio.
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