Crestone Wealth Management

We're starting a new conversation in wealth management

From a proud past to a confident future, we’re starting a new conversation in wealth management

Crestone is a wealth management business created out of UBS Wealth Management Australia Ltd, which we acquired along with its 80-year heritage.

Our investment wisdom comes from a proud past with the world’s largest wealth management firm. It’s a strong foundation and is reinforced by more than 70 experienced investment advisers, all with a commitment to delivering personalised advice.

Our global perspective on investment markets and market-leading investment solutions are strengthened by strategic partnerships with industry leaders. This enables us to provide a full service wealth management solution capable of execution across a range of investment opportunities.

Well established from day one, we focus on what really matters—providing an outstanding advisory service to our clients.

personalised connection

The ability to connect is the catalyst for a meaningful conversation

We value our personal connections with you to create conversations that matter

We believe in adding value with every conversation, and by connecting our clients, our strategic partners and our people, we create conversations that matter.

Connecting with you—you can expect an exceptional level of personal service and tailored advice based on a deep understanding of your investment objectives and aspirations.

Connecting with our strategic partners—Commonwealth Bank of Australia, Credit Suisse, Northern Trust, UBS and technology provider Avaloq—to help grow and manage your wealth. These connections deliver investments across global markets, the safekeeping of assets, sophisticated cash management services, and multi-asset class multi-currency lending services, all managed on a technology platform designed specifically for wealth management.

Connecting our people—having worked together for an average of at least 10 years, our people understand the value of teamwork in order to provide exceptional service to you.

Learn more about how we connect with our strategic partners.

global observation

Deep insights are driven by diverse perspectives and global observation

Deep insights and understanding are dependent upon diverse, reliable perspectives and observations made from a global point of view

We believe that diversity of opinion drives the discovery of deep insights and investment opportunities. At Crestone, we recognise that no individual can be an expert in every asset class and investment market.

In delivering advice and views on markets, your adviser is supported by an experienced team of investment and asset class specialists. This team draws on a range of market-leading external research providers from across the globe. Our perspectives are integrated into a robust, institutional investment process that provides an analysis of asset classes, geographic regions and sectors, as well as the underlying entities.

By drawing on the expertise of the broader team, your adviser will have the technical knowledge and support that is required to provide you with comprehensive investment solutions.

Learn more about our approach.

 

insightful interpretation

Bringing insights and solutions together—this is the power of interpretation

Insightful interpretation forms the foundation of our engagement with you and our ability to deliver your objectives

It is the application of knowledge that is most powerful. We are passionate about providing a full-service wealth management solution, and we offer one of the most comprehensive product and service offerings in Australian wealth management.

With access to an unrivalled network of strategic partners and specialist investment managers, we offer wealth management advice and portfolio management solutions across multiple asset classes, both locally and internationally. This means that, in providing you with quality advice, we are able to achieve your objectives via a broad range of investment options. In many instances, we have exclusive arrangements with our investment partners, designed around the needs of our clients.

We offer a comprehensive custody, portfolio administration and reporting service. By mitigating the burden of administration of your investment portfolio, you and your adviser can focus on the conversations that matter.

Learn more about our offering.

Start a conversation