Strategic Partners

Crestone Wealth Management

Our strategic partners are world-leading international and domestic financial institutions: Commonwealth Bank of Australia (CommBank), Credit Suisse AG Sydney Branch (Credit Suisse), The Northern Trust Company (Northern Trust) and UBS group—as well as market-leading technology provider Avaloq Licence AG (Avaloq).

Our strategic partnerships enable us to offer wealth management advice and portfolio management solutions that are both agile and scalable, covering a wide range of asset classes and investment opportunities both locally and internationally.

In Australia and New Zealand, UBS group provides comprehensive investment banking and asset management services to corporates, institutions and governments by combining local insight and credentials with the firm’s global franchise. UBS consistently maintains its position as a leading corporate adviser, as well as capital markets and equities franchise in Australia.

www.ubs.com

CommBank's ongoing commitment to investment in technology means that you will be among the first to access new products and services as a result of that investment. Transactions processed within the CommBank network are on a real-time basis, which gives both you and us control and visibility into cash transactions. These transactions are updated on our wealth management platform five times throughout the day. CommBank provides us with a dedicated 24-hour service team backed by technical teams and product specialists for day-to-day advice and problem resolution. You also benefit from the security of Australia’s largest financial services network and one of the most robust and high-volume transaction banking platforms in the southern hemisphere.

www.commbank.com

We have become a client of Credit Suisse’s External Asset Management business in Australia to provide you with access to multi-asset and multi-currency lending capabilities. The Credit Suisse Group is a leading financial services organisation with a market capitalisation of over CHF 43 billion and strategic assets under management in its Private Bank & Wealth Management global business of over CHF 1,214 billion as at the end of 2015. Founded in 1856 with headquarters in Zurich, Switzerland, Credit Suisse has operations in over 50 countries and has been in Australia since 1960. Credit Suisse is an industry leader in providing services for external asset managers.

www.credit-suisse.com

Northern Trust is a global leader in delivering innovative investment management, asset and fund administration, fiduciary and banking solutions to corporations, institutions and affluent individuals. As at 31 December 2016, Northern Trust had USD 124 billion in banking assets, USD 6.7 trillion in assets under custody, and USD 942 billion in assets under management. Northern Trust was the fifth largest custodian of assets under custody for Australian investors as at 30 June 2016 with AUD 311 billion.

www.northerntrust.com

Avaloq is a leading international financial technology company, providing software and outsourcing solutions to banks and wealth management firms. Avaloq is a preferred supplier among global wealth management firms and more than AUD 5 trillion of client assets are managed with its technology across the world. The company serves more than 450 financial institutions in the most demanding financial centres around the world, and has won a series of awards for its innovative approach to wealth management platforms. Avaloq’s customers include BT Financial Group, Deutsche Bank and HSBC.

www.avaloq.com

We refer to these parties as our Strategic Partners however they are not technically in a legal partnership arrangement with us, we use this term as our agreements with these parties are core to our operating model. For details of our key service providers in relation to the provision of products and services under our terms and conditions please see Our key Service Providers.