Crestone Wealth Management (WM), a spinoff of UBS’ former Australian WM business, has lost two veteran private bankers just a week after the firm’s official launch. Both Matthew Smithyman and Shannon Burman have been poached by Peloton Capital, a company that also provides wealth management solutions aimed at HNWIs, according to media reports. Before Crestone, Smithyman spent 12 years with UBS WM as an…
To access this content, please click back to the home screen, then click “Menu” (bars in top left bars) and then “Login”.
To enquire for a free trial, please start here.
Need more help? Click here or email [email protected].
Subscriber Only Content
This article is available on a corporate subscription with Asian Private Banker. Please login or subscribe to view this content.
Need help? Please see our FAQ Guide or email [email protected]