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Crestone Wealth Management

Financial Services · Sydney, NSW
Website: www.crestone.com.au

Crestone was created from the acquisition of UBS Wealth Management Australia—a company with an 80-year heritage and more than ... AUD20 billion of client assets under management. Crestone has over 200 employees, including over 80 investment advisers who have worked together for an average of 10 years. It has offices in Brisbane, Melbourne and Sydney. Employee owned, Crestone promotes a partnership culture of accountability and high performance with oversight from a formal corporate governance structure, delivered through a Board of Directors and Executive Management team. Crestone has best in class strategic partners—including UBS, Commonwealth Bank of Australia, Credit Suisse and Northern Trust, as well as leading global technology provider Avaloq. This unique combination provides Crestone clients with global investment research, domestic and international securities dealing, custodial services, capital markets offers and multi-asset lending capabilities that are unsurpassed in the Australian market. Find out more at crestone.com.au read more

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