A rich history

From 1935 to today we have been providing investment advice to high net wealth Australians.

An entrepreneurial approach to wealth advice

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.

  1. 1935

    Ian Potter & Co.

    Ian Potter sets up his own stock broking firm, which soon becomes one of the two leading firms on the Melbourne Stock Exchange.

  2. 1967

    Potter Partners

    Following Ian Potter's retirement, the firm changes name to Potter Partners Limited.

  3. 1990

    Potter Warburg

    Following the merger of Potter Partners with SG Warburg, the name is changed to Potter Warburg.

  4. 2000

    UBS 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.

  5. 2003

    UBS Private Clients

    The firm changes its name to UBS Private Clients.

  6. 2006

    UBS Wealth Management

    The name is changed to UBS Wealth Management Australia Limited.

  7. 2015


    In 2015 management and advisers bought the former UBS Wealth Management to become Crestone Wealth Management Limited.

  8. 2022

    LGT acquires the firm

    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.

Speak to one of our private wealth advisers today

* Eligibility criteria applies