news and observations

29 Oct 2018

Crestone posts strong FY18 growth and invests in client experience

The directors of Crestone are pleased to report annual results for FY18. The results reflect strong growth that has enabled the business to invest in a number of significant client-facing solutions.

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29 Mar 2018

Wealth managers need to have values-based options

Crestone Chief Investment Officer, Scott Haslem, says better data and tools make it possible for wealth managers to provide options that allow investors to align their values with their investments.

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25 Oct 2017

Crestone appoints distinguished economist Scott Haslem as Chief Investment Officer

Crestone has announced the appointment of Scott Haslem to the role of Chief Investment Officer, replacing Dr David Sokulsky

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17 Oct 2017

Sheila McGregor joins a majority non-executive Crestone Board

The Board of Directors of Crestone has announced the appointment of Sheila McGregor to the Board.

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31 Jul 2017

Mr Peter Hawkins to join Crestone Board

The Board of Directors of the Crestone Wealth Management group have announced the appointment of Peter Hawkins as an independent director.

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05 Oct 2016

Crestone appoints Leigh Clifford as a non-executive director

Crestone announces the appointment of Leigh Clifford as a non-executive director of the Board.

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28 Jun 2016

Leading investment managers see domestic and US rates lower for longer

Further interest rate cuts, the need for highly selective and active equity investments and a likely cut to Australia’s credit rating were views to emerge from the Crestone Investment Forum

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17 Jun 2016

News Item from The Australian

Crestone debuts its 'bespoke' business

It has taken more than a year but the nation’s newest wealth management business believes it was time well spent.

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16 Jun 2016

Crestone starts a new conversation in wealth management

Crestone Holdings Limited is pleased to announce that it has finalised the acquisition of UBS Wealth Management Australia Ltd.

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16 Jun 2016

Crestone starts from a position of strength, thanks to our clients

We’re delighted to confirm that Crestone has successfully completed the acquisition of UBS Wealth Management Australia Ltd and we officially opened our doors with more than AUD14 billion of client assets under management.

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10 Dec 2015

Crestone Announces Strategic Partnerships

Crestone is pleased to announce strategic partnerships with world leading international and domestic financial institutions: Commonwealth Bank of Australia; Credit Suisse; Northern Trust; UBS—as well as market leading technology partner Avaloq.

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