A rich history
From 1935 to today we have been providing investment advice to high net wealth Australians.
From 1935 to today we have been providing investment advice to high net wealth Australians.
From our origins as a stock broker to broadening our remit through Swiss banks, we have a proud past of helping our clients grow and preserve their wealth across generations.
Ian Potter sets up his own stock broking firm, which soon becomes one of the two leading firms on the Melbourne Stock Exchange.
Following Ian Potter's retirement, the firm changes name to Potter Partners Limited.
Following the merger of Potter Partners with SG Warburg, the name is changed to Potter Warburg.
It is later called UBS Warburg Private Clients, following the mergers of Potter Warburg with Swiss Bank Corporation, and Swiss Bank Corporation with Union Bank of Switzerland.
The firm changes its name to UBS Private Clients.
The name is changed to UBS Wealth Management Australia Limited.
In 2015 management and advisers bought the former UBS Wealth Management to become Crestone Wealth Management Limited.
In 2022 Crestone shareholders voted in favour of LGT acquiring the firm to leverage the scale and access of a multinational, while maintaining a private ownership model.
* Eligibility criteria applies