From a proud past to a confident future, we're starting a new conversation in wealth management. Crestone is a wealth management business created out of UBS Wealth Management Australia Limited, which we acquired along with its 80-year heritage. Our investment wisdom comes from a proud past with the world's largest wealth management firm.
It's a strong foundation and is reinforced by 85 experienced investment advisers, all with a commitment to delivering personalised advice. Our global perspective on investment markets and market-leading investment solutions are strengthened by strategic partnerships with industry leaders. This enables us to provide a full service wealth management solution capable of execution across a range of investment opportunities.
It's a strong foundation and is reinforced by 85 experienced investment advisers, all with a commitment to delivering personalised advice. Our global perspective on investment markets and market-leading investment solutions are strengthened by strategic partnerships with industry leaders. This enables us to provide a full service wealth management solution capable of execution across a range of investment opportunities.
Services
Crestone Wealth Management provides wealth advice and portfolio management services to high-net-worth clients and family offices, not-for-profit organisations and financial institutions. We have more than 240 employees, including 92 investment advisers who have worked together as a team for many years.
We specialise in delivering global solutions to help guide you through market cycles. Our aim is to construct portfolios tailored to your needs while taking advantage of market opportunities in a risk-conscious manner. We pay specific attention to risk management and portfolio stability during periods of heightened market volatility.
Our Board currently consists of two executive directors and four non-executive directors. They approve strategic direction and provide financial and risk management oversight of the Crestone group, including its licensed entity, Crestone Wealth Management.
The Board has established corporate governance principles and processes for the business with reference to the Australian Securities Exchange corporate governance guidelines and a specific focus on protecting clients' interests.Mr. Clifford brings deep expertise in the management of businesses in Australia and internationally, as well as substantial governance experience as a board director in industry, resources and banking.
The Board has established corporate governance principles and processes for the business with reference to the Australian Securities Exchange corporate governance guidelines and a specific focus on protecting clients' interests.Mr. Clifford brings deep expertise in the management of businesses in Australia and internationally, as well as substantial governance experience as a board director in industry, resources and banking.
Our strategic partners are world-leading international and domestic financial institutions: Commonwealth Bank of Australia (CommBank), Credit Suisse AG Sydney Branch (Credit Suisse), The Northern Trust Company (Northern Trust) and UBS group-as well as market-leading technology provider Avaloq Licence AG (Avaloq).
With access to an unrivalled network of strategic partners and specialist investment managers, we offer one of the most comprehensive and global product and service offerings in Australian wealth management. Our multi-currency services include a range of cash and lending products, services and facilities across a broad choice of currencies to support your investment activities and portfolio management.
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