From working with leading global institutions to engaging with indigenous groups in Cape York, Chris Miller’s experience has been diverse to say the least. This was certainly no accident though. With his keen interest in community, Chris set out to see the world from a variety of perspectives and learn as much as possible along the way.
After starting out in global banking, completing a stint in management consulting, then working in the not-for-profit sector, Chris found his way to wealth management in 2007. In his eyes, it’s a great responsibility and a privilege to be able to protect, manage and grow the wealth of his clients-and this is an ethic he’s brought with him to Crestone. With community and social enterprise close to his heart, Chris works with an increasing number of not-for-profit clients, ranging from private foundations to national charities. He has a unique knack for understanding what both sides of the board room table require, including the need to build defensive portfolios that both protect their wealth and generate income to fund activities. Chris also has extensive experience working with investment committees and drafting corporate governance policies, within the strict boundaries this sector usually has in place.
Reflecting his family background, Chris also has a genuine understanding and respect for family relationships. This has proved a great asset in his work with wealthy families and high net worth individuals. From building risk-adjusted portfolios to trusts and succession planning, Chris’ focus is always on preserving and growing the wealth his clients have built, often through decades of disciplined hard work. Whether it’s through his career as an investment adviser or his personal charitable endeavours, Chris is driven by a passion for doing good work. He values honesty and transparency and prides himself on being someone people can trust, both personally and as an adviser. For Chris, the key to success is simple-maintain a healthy balance, and never lose sight of the big picture.
