Crestone Wealth Management bolsters investment team with new additions

Stan Shamu

Stan Shamu

Crestone Wealth Management (Crestone) has announced two additions to its Investment Products and Services team.

Stan Shamu has been appointed to the role of Senior Portfolio Strategist and Anshula Venkataraman CFA has been appointed to the role of Investment Consultant, effective immediately.

Both will report directly 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 a wide range of clients, including charities, endowments and large superannuation funds.

“I am delighted to join a firm with an unparalleled desire to deliver on client outcomes by providing high quality investment ideas across a diverse range of asset classes,” Mr Shamu said.

Ms Venkataraman joins Crestone from Morningstar’s Manager Research team in Sydney, where she conducted research on managed investments across asset classes.

“I welcome the opportunity to be a part of a team focused on research rigour and uniquely positioned to provide long- term guidance around ever more complex and sophisticated portfolios,” said Ms Venkataraman.

Adam Ginnivan, Head of Investment Products and Services at Crestone said Mr Shamu and Ms Venkataraman’s wealth of expertise in their respective areas would make welcome additions and further bolster Crestone’s strong in-house investment capability.

“We are proud to have two talented individuals join Crestone who share our vision. We offer client’s global, multi- asset class portfolio solutions and the skills and insights that these two bring to the table will truly complement that offering,” Mr Ginnivan said.

“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. 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,” he said.

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