Crestone

PrimaryMarkets welcomes current shareholders of Crestone Holdings Limited. We are here to assist you with buying and selling of shares.

Crestone provides wealth advice and portfolio management services to high net worth clients and family offices, not for profit organisations and financial institutions. It was created from the acquisition of UBS Wealth Management Australia Ltd—a company with an 80-year heritage and more than AUD 20 billion of client assets under management.

Crestone now has over 240 employees, including 86 investment advisers who have worked together for an average of 10 years. It has offices in Brisbane, Melbourne and Sydney.

Owner-operated, 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 market 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-currency, multi-asset lending capabilities that are unsurpassed in the Australian market.

For more information about Crestone, please email info@crestone.com.au

Note: The Crestone Private Trading Hub is only accessible to existing Crestone Shareholders.

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