news and observations

Finding a new way forward

AROUND THE TABLE | OCTOBER 2016

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.

Read more

Australian dollar - which way from here?

OBSERVATIONS | AUGUST 2016

Navigating market currents

CIO MONTHLY | JULY 2016

Embracing the alternative lifestyle

OBSERVATIONS | JULY 2016

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

Read more
17 Jun 2016

Crestone goes live with Avaloq Banking Suite

Crestone, which was established by client advisers, senior management and employees of UBS Wealth Management Australia Ltd, has opened its doors.

Read more
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.

Read more
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.

Read more

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.

Read more
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.

Read more