Crestone Wealth Management provides wealth advice and portfolio management services to high net worth clients and family offices, not for profit organisations and financial institutions. It was created from the acquisition of UBS Wealth Management Australia—a company with an 80-year heritage and more than $14 billion of client assets under management.
Crestone has 170 employees, including over 70 investment advisers who have worked together for an average of 10 years. It has offices in Brisbane, Melbourne and Sydney.
Employee owned, Crestone promotes a partnership culture of accountability and high performance with oversight from a formal corporate governance structure, delivered through a Board of Directors and Executive Management team—with an Advisory Panel to be appointed.
Crestone has best in class strategic partners—including UBS, Commonwealth Bank of Australia, Credit Suisse and Northern Trust, as well as leading global technology provider Avaloq. This unique combination provides Crestone clients with global investment research, domestic and international securities dealing, custodial services, capital markets offers and multi-asset lending capabilities that are unsurpassed in the Australian market.