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.
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 team—with an Advisory Panel to be appointed.
Crestone has best in class strategic partners—including UBS group, Commonwealth Bank of Australia, Credit Suisse AG (Sydney Branch) and The Northern Trust Company, as well as leading global technology provider Avaloq Licence AG. 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.