Trading

Crestone Holdings Limited

Leader in Wealth Management

Leader in Wealth Management

INDUSTRY

Financial

STATUS

closed

OPEN TO

public

Investment Highlights


  • Created from the acquisition of UBS Wealth Management Australia Ltd – a company with 80-year heritage and over A$20B of AUM

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

Company Overview


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Crestone provides wealth advice and portfolio management services to high-net-worth clients, 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, and 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 & Advice

  • Portfolio Management

  • Strategic Partnerships

  • Global Technology

Additional Information


  • Financials
  • Other Documents

Team


  • Directors
  • Leigh Clifford

    Non-Executive Chairman

  • Peter Hawkins

    Non-Executive Director

  • Barbara Ward

    Non-Executive Director

  • Sheila McGregor

    Non-Executive Director

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  • Michael Chisholm

    CEO

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  • Clark Morgan

    Vice Chairman and Head of Strategy & Development

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