Offering

Crestone Wealth Management

With access to an unrivalled network of strategic partners and specialist investment managers, we offer one of the most comprehensive and global product and service offerings in Australian wealth management.

 

Products and Services

Multi-currency services

Our multi-currency services include a range of cash and lending products, services and facilities across a broad choice of currencies to support your investment activities and portfolio management.

Cash management services—cash at call and term deposits. Cash at call accounts are primarily used as settlement facilities.

Lending—margin lending, term loans and current accounts with overdraft facilities across nine currencies.

Foreign currency transactions—spot and forward contracts across 15 currencies. We also offer automatic foreign currency transactions to facilitate international investments on your behalf.

Fixed Income

We offer access to fixed income securities across a range of markets and security types. We have an open architecture approach to trade fixed income over-the-counter securities. Market access is provided by a variety of major fixed income counterparties domestically and internationally.

 

Equities

We offer access to domestic equities listed on the ASX and international equities listed on a broad range of international exchanges. For investors wanting to trade in international investments, we also offer automatic foreign currency transactions to support this.

Whether you're looking for capital growth or if you want to maximise income from your investments, our equity specialists draw on market-leading global research so we can present you with the most compelling investment opportunities.

Real Estate

If you're looking to invest in real estate, we can provide access to a range of portfolio management options in this sector. Our offering includes unrivalled access to the listed real estate market both locally and internationally, as well as a strong pipeline of opportunities in the unlisted space.

 

Alternatives

We offer access to a range of strategies in the alternatives space, including hedge funds, private equity and venture capital, as well as structured products, warrants and other derivatives.

Hedge funds

Our investment partnerships with leading local and international hedge funds mean you can benefit from access to some of the best hedge fund investment opportunities. In many cases we've secured access to funds that are closed to new investment, or that are on preferential terms.

Private equity and venture capital

As our client, you can take advantage of opportunities that arise in early and late stage private markets. This includes investing in a range of direct and indirect vehicles, both domestically and internationally.

Structured products, warrants and other derivatives

Our primary structured products service provider is the UBS group who offers a range of bespoke structured products across asset classes, markets and geographies.

Discretionary Portfolio Management Service

This service allows your day-to-day portfolio investment decisions for some or all of your portfolio to be delegated to a dedicated portfolio manager. By delegating the management of part or all of your portfolio to us, we can provide you with access to a top-tier product shelf across asset classes, markets and currencies. 

We also screen institutional-quality investment managers from across the globe, so your assets are invested by world-class investment professionals, all within the bounds of an agreed mandate.

Our multi-asset class discretionary portfolios cover four mandate offerings (yield, balanced, growth and equity) where you can choose a stand-alone model to fill each asset class within that mandate. By investing in our multi-asset discretionary portfolios, your portfolio is managed by institutional managers and asset allocation is guided by the Crestone House View.

Liquidity management

We have partnered with Credit Suisse AG, Sydney Branch to provide a multi-currency, multi-asset class lending solution that offers a wide universe of acceptable collateral, enabling you to gain broader diversification in your investment portfolio. It also provides you with the ability to invest and transact in foreign currencies.

Capital Markets

We have a distribution agreement with UBS AG, Australia Branch for access to domestic primary and secondary offerings, including IPOs on the ASX; listed debt or hybrid security offers on the ASX; and institutional placements, entitlement offers and block trades.

In accordance with our open architecture for fixed income trading, we have access to a broad range of counterparty arrangements for primary and secondary offers of over-the-counter fixed income securities, including:

  • domestic corporate and financial issuers in Australian dollars and foreign currency;
  • international corporate and financial issuers in Australian dollars;
  • international corporate and financial issuers in non-Australian dollars; and
  • Commonwealth Government and state government bond offers.

Wealth Planning

Our wealth planning service means you can benefit from expert advice from a dedicated wealth planner and investment adviser on a range of areas. With our wealth planning service, we take a highly personalised approach in providing you with investment advice. 

Working with a dedicated wealth planner and investment adviser, you will receive specialist advice on a range of areas including:

  • estate planning;
  • retirement planning and superannuation;
  • insurance and risk management;
  • philanthropy;
  • succession planning; and
  • tax.