The high-net-worth advice firm’s new appointment has commenced this week.
Crestone Wealth Management has confirmed that Kevin Wan Lum has taken on the role of deputy chief investment officer effective 26 April.
Mr Wan Lum joins Crestone with over 20 years’ financial services experience, most recently working as deputy CIO at LGIASuper where he was responsible for the oversight of the fund’s investment performances.
He previously served as CIO at Energy Super before its eventual merger with LGIASuper.
“Kevin’s extensive experience working at Energy Super and LGIASuper makes him a perfect fit for our team,” Crestone chief executive Michael Chisholm said.
“Kevin’s intimate understanding of investment performance and strategy, private market opportunities as well as ESG integration, will help to provide additional experience to both our Melbourne team, as well as across the Crestone network.”
“With a long history of strategy-driven performance, Kevin will help lead Crestone to achieve our long-term goals.”
Prior to his time at LGIASuper, Mr Wan Lum also worked at VicSuper for four years as head of real assets and alternatives/senior portfolio manager and acting CIO, as well as companies including Ibbotson Associates, Antipodean Capital Management and QIC, focusing on domestic and global equities, multimanager models and portfolio construction.
“Over the last several years, I have watched Crestone go from strength to strength, so I am excited to join the team,” Mr Wan Lum said this week.
"I’m looking forward to getting started from meeting with clients to learning more about Crestone’s diverse offering.”
Neil is the Deputy Editor of the wealth titles, including ifa and InvestorDaily.
Neil is also the host of the ifa show podcast.
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