Simon Fritsch Email & Phone Number

Melbourne, Victoria, Australia

Shaw and Partners is one of Australia’s preeminent investment advice and wealth management firms. With a national presence and $33 billion of assets under advice, Shaw and Partners offers the intimacy of a boutique investment firm, backed by the resources and scale of a major global financial group, EFG International, managing over $275 billion of assets. At Shaw and Partners, we offer tailored advice and investment solutions, financial planning and corporate advisory services. We act for and on behalf of individuals, institutions, corporates and charities.We are client focused, having helped our clients manage and grow their financial assets for over 35 years. Our emphasis on integrity has enabled us to achieve very high levels of client satisfaction, while unlocking opportunities of significant value.Backed by fresh thinking, robust research and some of the nation’s best investment and wealth experts, our business has been designed to meet the growing needs of our clients. Shaw and Partners offers access to an extensive team of private client advisers, institutional sales and trading specialists, market leading research analysts and strategic corporate financiers. By working closely with clients and targeting their needs, we have forged strong long-term relationships. So, whether you are an ordinary investor, high net worth individual, charity, institution or corporate, our goal is simple: to listen to you, then act according to your needs alone.As a socially responsible organisation, Shaw and Partners is committed to giving back to the communities we live and operate in by supporting a considerable number of meaningful causes. We take pride in our active involvement in various charitable and community-based initiatives, driven by our mission to instil and perpetuate real change in the fabric of Australian society.

Melbourne, Victoria, Australia

Crestone Wealth Management was founded in 2015 with the mission to focus on providing high-net-worth wealth management to sophisticated investors.Crestone was created from the acquisition of UBS Wealth Management Australia, a company with an 80-year heritage and more than $20 billion of client assets under management.The team currently has over 80 investment advisors who have worked together for 10 years, with offices spanning across Brisbane, Melbourne and Sydney.Through being employee owned, Crestone promotes a partnership culture of accountability and high performance with oversight from a Board of Directors and Executive Management team.Since its inception, they have been partnering with UBS, Commonwealth Bank of Australia, Credit Suisse and Northern Trust, as well as leading global technology provider Avaloq. Having worked for UBS for 6 years, Simon became a Founder Partner and key driver in the launch of Crestone Wealth Management.As an Investment Advisor, Simon recommended stocks and differentiated between tactical asset allocation versus strategic asset allocation defined for each and every client based on risk profiling.

Melbourne, Victoria, Australia

UBS was founded in 1862 with the mission to guide people towards a brighter future for their investments, their business, and eventually their family.Since its inception, the team has grown to have over 66,000 employees who collaborate in all major financial centres across 50 countries.UBS was the preeminent wealth management firm in Australia and the first to successfully implement a multi-asset class investment solution encompassing cash, direct fixed income, direct Australian equities, direct International equities and Alternatives. UBS had an excellent margin lending platform in Australia and leveraged it’s global capability in Investment Banking, Asset Management and Wealth Management. In 2015, UBS announced its intention to exit wealth management operations in Australia and a proposal for buyout of the client base subsequently led to the acquisition of Crestone Wealth Management.From his experience with UBS, Simon learned everything he knows today around Wealth Management and went on to become a Founding Director of Crestone Wealth Management.