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Crestone Holdings Limited

Leader in Wealth Management

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Company Overview

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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.