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…
Crestone loses heavyhitter duo one week after launch
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