PRIVATE WEALTH MANAGEMENT
Eaglestone has partnered with prestigious private banks and wealth management specialists, clients can tap into safer, world-renowned banking systems, protect assets, and grow wealth.
Our Partner - Credit Suisse
Eaglestone Wealth Manage is proud to have been appointed one of the six External Asset Managers (“EAMs”) for Credit Suisse in Australia, one of the most recognised names in global banking and private wealth management services.
What is EAMs?
In the EAM wealth management model, Credit Suisse acts as custodian of a client’s assets, whereby the EAM provides general advice as the Limited Power of Attorney (LPOA) of the client.
Wealth Management Products
As an EAM, Eaglestone is able to offer wider range of wealth management products for diversification options than traditional banking services are able to provide.
Our extensive range of assets and assets classes including but not limited to:
• Foreign Exchange • Structured Products
• Bonds (International and Domestic) • Alternative Investment
• Multi-Currency Lending • Australian and International Shares
General Wealth Advisor
Eaglestone is positioned to provide strategic advice and able to assist its clients to navigate between solutions and products; and then offer asset allocation that first and foremost, benefits our client.
DISCLAIMER AND RISK WARNING
This website is owned and operated by Eaglestone Capital Management Pty Ltd (ACN: 123 048 760) for its services and the services of its related entities (together referred to as “Eaglestone Group”, “we” or “us”).
Eaglestone Capital Management Pty Ltd is registered in Australia at Level 39, 264-278 George Street, Sydney NSW 2000, and holds an Australian Financial Services License issued by the Australian Securities and Investments Commission (AFSL No: 330294) to carry on a financial services business in Australia.
The information contained on this website is general in nature and does not constitute advice or a recommendation to act upon the information or an offer. The information on this website does not take into account your personal objectives, circumstances, financial situations or needs. You are strongly recommended to seek independent professional advice before acquiring our services/products.
This website is intended for persons located within Australia only and is not directed at any person in countries or jurisdictions where the offer of such financial products is not permitted or is unlawful.
Some information on this website is directed and available to only wholesale clients under Section 761G and Section 761GA of the Corporations Act 2001 (Cth). Such information is not directed and is not suitable for retail clients. If you are unsure if you are a wholesale client, please contact us.
Some information on this website relates to credit products regulated by the National Consumer Credit Protection Act 2009 and such information is provided by Eaglestone Financial Group Pty Ltd (Credit Representative No 515543 of Australian Finance Group Ltd ACL No 389087) , who is a principal working for the Eaglestone Group.
Before you decide whether or not to invest any products referred to on this website, it is important for you to read the relevant legal documents, and consider and ensure that you fully understand the risks involved.