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.
We have more than 200 employees, including 78 investment advisers who have worked together as a team for many years. We have offices in Brisbane, Melbourne and Sydney. We service clients from all over Australia, including Perth, Canberra, Darwin and Adelaide.
As an owner-operated company, we promote 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.
We believe we have 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 platform technology through Avaloq Licence AG.
This unique combination enables us to provide our clients with global investment research, domestic and international securities dealing, custodial services, capital markets and multi-asset lending capabilities that are unsurpassed in the Australian market.