CRESTONE WEALTH MANAGEMENT

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Crestone Wealth Management provides customized advisory solutions for the complex financial needs of clients from various market sectors.

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CRESTONE WEALTH MANAGEMENT

Social Links:

Industry:
Advice Finance Financial Services Wealth Management

Founded:
2015-01-01

Address:
Brisbane, Queensland, Australia

Country:
Australia

Website Url:
http://www.crestone.com.au

Total Employee:
251+

Status:
Active

Contact:
+61 739183600

Email Addresses:
[email protected]

Technology used in webpage:
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Current Employees Featured

kevin-wan-lum_image

Kevin Wan Lum
Kevin Wan Lum Deputy Chief Investment Officer @ Crestone Wealth Management
Deputy Chief Investment Officer
2022-04-01

Key Employee Changes

Date New article
2022-04-26 Crestone hires ex Energy Super investments chief

Official Site Inspections

http://www.crestone.com.au

  • Host name: 13.77.50.106
  • IP address: 13.77.50.106
  • Location: Melbourne Australia
  • Latitude: -37.8159
  • Longitude: 144.9669
  • Timezone: Australia/Melbourne
  • Postal: 3001

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More informations about "Crestone Wealth Management"

Landing pages | LGT Crestone

Crestone is now wholly-owned by LGT, one of the largest family owned private wealth firms in the world. ... Your adviser’s and the Crestone team’s email address will change over time from [email protected] to …See details»

Our History - LGT Crestone

Crestone. In 2015 management and advisers bought the former UBS Wealth Management to become Crestone Wealth Management Limited. 2022 LGT acquires the firm. In 2022 Crestone shareholders voted in favour of LGT …See details»

LGT agrees to acquire Australian-based Crestone Wealth …

Dec 15, 2021 LGT, the leading international private banking and asset management group owned by the Liechtenstein Princely Family, today announced that it has entered into a …See details»

LGT in Australia | LGT - LGT Private Banking

LGT Crestone Wealth Management Limited. Adelaide. Level 26, 91 King William Street William Street Adelaide SA 5000 Australia. ... 123 Eagle Street Brisbane QLD 4000 Australia. Plan …See details»

LGT in Australia - LGT Wealth Management

LGT Crestone Wealth Management Limited. Adelaide. Level 26, 91 King William Street William Street Adelaide SA 5000 Australia. Plan route (via Google Maps) +61 8 8403 9400. ...See details»

Crestone to be acquired by LGT Group | Financial Standard

Dec 15, 2021 Crestone was created from the acquisition of UBS Wealth Management Australia in 2016 by Chisholm and staff, and has about $25 billion in assets under management. At the …See details»

Royal flush! Aussie wealth group Crestone snapped up …

Dec 15, 2021 Crestone reported $113.6 million operating income in the 2021 financial year and a $9.5 million profit. Crestone CEO Michael Chisholm could not be reached for comment on Wednesday morning.See details»

Crestone Wealth Management - Overview, News & Similar

Oct 27, 2015 LGT agrees to acquire Australian-based Crestone Wealth Management HONG KONG, Dec. 15, 2021 /PRNewswire/ -- LGT, the leading international private banking and …See details»

Executive Team - LGT Crestone

Prior to joining LGT Crestone, Scott was most recently Managing Director and Chief Economist, Head of Macro Research for Australia and New Zealand at UBS. While at UBS he led a consistently top-rated economics team for more …See details»

How private capital powered Crestone’s stunning deal

Dec 15, 2021 The philosophy has started to bear financial fruit in recent years, with Crestone posting a profit of $9.5 million on operating income of $113.6 million in the 2021 financial year, as assets under ...See details»

Australian private equity firms: LGT Crestone CEO Michael …

5 days ago About one-third of its clients have $100 million or more invested via LGT Crestone, about another third would have $25 million to $100 million and the final third less than $25 …See details»

LGT signs $338m deal to buy Australian wealth manager Crestone

Dec 15, 2021 Crestone was established in 2016 following a management buy-out of UBS Wealth Management Australia. The firm provides investment advice and portfolio management …See details»

The Process | LGT Crestone

LGT Crestone’s House View provides a framework for our long-term strategic and short-term tactical asset allocation decisions. Strategic asset allocation is an important part of portfolio …See details»

European royalty casts eye over wealthy Australians - Financial …

Dec 15, 2021 Crestone reported $113.6 million in operating income for the 2021 financial year, up from $109.1 million, and a $9.5 million profit, on par with the previous period.See details»

Taking risks and sitting on the client's side: Crestone's Michael ...

Sep 9, 2021 The simple average across Crestone’s 3,500 clients is $8 million. While much of the industry struggles with the cost to serve, the firm had a 12 per cent increase in revenues to …See details»

Why choose us - LGT Crestone

Crestone has a heritage of providing unprecedented access to alternative investments for private wealth clients, now complemented by LGT's award winning global reputation in this area. …See details»

CBA exit hands $5b in assets to LGT Crestone

Nov 11, 2024 LGT Crestone has offered all Commonwealth Private advisers and support staff roles. It ends a months long sales process, with suitors including Morgan Stanley, Viridian …See details»

Latest move into VC funds for HNWI - Forbes Australia

Dec 12, 2022 This latest global VC opportunity is a testament to realising this vision,” said Michael Chisholm, CEO at LGT Crestone. StepStone Group (Nasdaq: STEP) is one of the …See details»

More Crestones to come as private wealth firms soar - Financial …

Dec 16, 2021 If executed, the deal would prove a boon to Crestone’s executives and partners, who bought the former UBS Wealth Management Australia in a management buyout from the …See details»

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