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Crestone Holdings Limited

Crestone Holdings Limited
Wealth management services
Sector

Wealth Management Services

Crestone Trading Hub for Eligible Shareholders Only

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Business Highlights

Crestone provides wealth advice and portfolio management services to high net worth clients and family offices, not for profit organisations and financial institutions.

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.

Crestone was created from the acquisition of UBS Wealth Management Australia Ltd – a company with an 80-year heritage and more than A$20B of client assets under management.

Crestone now has over 240 employees, including 86 investment advisers.

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.

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

Wealth Management and Advice

Portfolio Management

Strategic Partnerships

Global Technology

Announcements

News and Observations

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Team

Leigh Clifford

Non-Executive Chairman

Peter Hawkins

Non-Executive Director

Barbara Ward

Non-Executive Director

Sheila McGregor

Non-Executive Director

Clark Morgan

Vice Chairman and Head of Strategy and Development

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