Crestone appoints distinguished economist Scott Haslem as Chief Investment Officer

Crestone Wealth Management (Crestone) today announced the appointment of Scott Haslem to the role of Chief Investment Officer (CIO), replacing Dr David Sokulsky.

Independently regarded as among Australia’s leading economists and investment thinkers, Mr Haslem’s appointment further builds upon the high-calibre investment capability within Crestone. Mr Haslem will commence his new role in January 2018.

Adam Ginnivan, Crestone’s Head of Investment, Products and Services said: “We are delighted that Scott will join us at Crestone and pleased to have the opportunity for a measured handover between Scott and David over coming weeks.

“On behalf of the team at Crestone, we wish David well in his next endeavour and thank him for his leadership and professionalism in the CIO role.

The first 16 months in the life of Crestone was about building a robust and entirely unique investment process to cater to the exacting needs of our clients and advisers. We are thrilled to welcome Scott to assume the control of this process, upon which he can grow our capability to the next level.”

Mr Ginnivan said Scott’s credentials, extensive experience and depth of knowledge will be an invaluable asset to Crestone.

We look forward to the additional opportunities that Scott’s 20 years of experience in global financial markets and investment banking will bring.

“These opportunities include providing extensive economics research and investment strategy across all asset classes, but in particular equities and fixed income opportunities, and engaging with all our clients, fund managers, superannuation funds and financial advisers,” he said.

Scott Haslem

Mr Haslem was most recently the highly-esteemed Managing Director and Chief Economist, Head of Macro Research for Australia & New Zealand at UBS.

The Australian East Coles Equities Market Report  ranked him the number one broking economist for ten of the past 11 years.

Whilst at UBS, Mr Haslem ran the consistently top-rated Australian economics team, which ranked at the top of both equities and fixed income research polls.

Prior to joining UBS, he spent seven years working for the Reserve Bank of Australia, primarily in the economic activity and forecasting section.

Mr Haslem said he is looking forward to joining the Crestone team.

“Having formerly been at UBS, one of Crestone’s strategic partners, Crestone’s culture, business model, scale and client orientation resonates strongly. Crestone has a unique opportunity in the Australian market that is very exciting for the business and its clients,” he said.



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