Adrian is a Partner and Investment Adviser at LGT Crestone with over 30 years of experience in financial markets. A Chartered Accountant (CA ANZ) with a Master of Applied Finance and Diploma in Financial Planning, Adrian has held senior roles at Perpetual Private, NAB (Income & Investment Solutions), and Wingate, where he was Executive Director and Head of Investor Services. 

He also spent a decade overseas in roles with Morgan Stanley, Barclays Capital, and Credit Suisse in London, before expanding Credit Suisse's Southeast Asian business from Singapore. His extensive global experience and deep expertise make him a trusted adviser for managing comprehensive investment strategies for wealthy individuals and families.

Phenie is an experienced associate in the wealth management industry with a strong background in assisting investment advisers and their clients in portfolio management and day-to-day administrative inquiries. With over 8 years of experience, Phenie has developed a deep understanding of the industry and a passion for delivering exceptional client service.

Before joining LGT Crestone, Phenie held key roles at Goldman Sachs, UBS and Morgan Stanley in Hong Kong. From 2015 to 2023, she served as a client service associate, providing comprehensive support to ultra-high-net-worth clients. Her responsibilities included facilitating trade executions, managing onboarding processes, and addressing various administrative inquiries.

In addition to her wealth management expertise, Phenie is fluent in Cantonese and Mandarin, which allows her to effectively communicate and build relationship with a diverse clientele.

Scott Haslem heads up the Investment, Product and Services division at LGT Crestone Wealth Management, and leads the Chief Investment Office. The Chief Investment Office covers strategic and tactical asset allocation, portfolio construction and manager selection across equities, fixed income and alternative assets.

Prior to joining LGT Crestone, Scott was most recently Managing Director and Chief Economist, Head of Macro Research for Australia and New Zealand at UBS. While at UBS he led a consistently top-rated economics team for more than 10 years, while being individually rated the number one broking economist for 10 of the past 11 years. Scott has more than 25 years’ experience in global financial markets and investment banking, providing extensive economics research and investment strategy across the equities and fixed income markets, engaging with fund managers, superannuation funds and wealth management clients. Prior to joining UBS in 1998, he spent seven years working for the Reserve Bank of Australia, primarily in economic forecasting. Scott holds a degree with Honours in Economics from the University of Queensland and a Master of Economics degree from the Australian National University.

As part of the Investment, Product and Services team, Stan works closely with the firm’s investment advisers to understand individual client goals and to deliver suitable portfolios. With 12 years’ experience in financial markets and managed investments research across multiple asset classes, Stan has a wealth of experience in constructing portfolios and developing strategies for clients. 

Before joining LGT Crestone in 2019, Stan worked as a consultant for asset management firm JANA Investment Advisers. In this role, he provided advice to a wide range of clients, including large super funds, charities and endowments, and also conducted research into managed funds. Prior to this, he worked for IG Markets and Australian Stock Report in research and investment strategy roles.

Stan holds a Bachelor of Commerce (Economics and Finance) from Rhodes University and a Master of Commerce (Finance and Financial Markets) from Deakin University.

Matthew joins LGT Crestone with over 15 years experience in investment strategy, research and asset allocation.

Between 2016 and 2023, he served as a Strategist in the Economics and Capital markets team at the Future Fund, where he played a crucial role in researching and analysing macroeconomic and capital market developments to inform asset allocation decisions. He was a key member of the multi-disciplinary team that conducted the research behind the Future Fund’s recently published New Investment Order framework.

Prior to that, Matthew held significant positions at Qantas Super and Mercer. At Qantas Super, he helped develop and enhance the firm's capital market valuation frameworks and risk systems, contributing to portfolio strategy and asset allocation decisions. Additionally, as a core member of Mercer's Capital Market Assumptions team, Matthew was responsible for managing the regular production of Mercer’s proprietary capital market assumptions and helping to develop internal modelling capabilities, including for alternative asset classes.

Matthew is a CFA® charterholder and holds a Bachelor of Aerospace Engineering and a Bachelor of Commerce (Finance).

Jessica has broad experience across asset and wealth management, which includes working with stakeholders to develop portfolio strategies. She has more than 10 years’ experience, specialising in manager selection to optimise dynamic asset allocation. Prior to joining LGT Crestone, she spent five years at Drummond Capital Partners, overseeing the manager research process and researching asset managers across multiple disciplines, including domestic and global equities, infrastructure and real estate, alternatives, and fixed income. Jessica holds a Bachelor of Mathematics and Finance and is a Chartered Financial Analyst.

Martin Randall is responsible for delivering and maintaining our investment offering across hedge funds, private equity and real assets. Engaging with local and global alternative asset firms, Martin’s focus is to source, perform due diligence and structure alternative investment solutions for our client base. He is also a member of the Investment Committee and further supports the firm’s investment offering across separately managed accounts, impact investments and structured products.

Martin joined UBS Wealth Management Australia Ltd in 2014 and transitioned to Crestone at launch in 2016. Prior to that, Martin worked in the UK for EFG Private Bank as Head of Structured Products, having started his career at Kleinwort Benson Private Bank (now Kleinwort Hambros), developing derivative and tax-based structured products for high-net-worth investors. Martin holds a BSc in Computer Science from the University of London.

Todd joined the firm in June 2017. In his current role he is responsible for global equities investment and advice. This involves procuring our recommended lists and ensuring that clients’ domestic and global equity exposures are in accordance with their requirements.

Todd began his career over 15 years ago as an analyst with National Australia Bank covering high yield equities, fixed income and more exotic instruments, such as collateralised debt obligations. 

In 2004, he moved to the institutional sales desk at UBS covering middle-market accounts before moving to Hong Kong where he covered some of Asia’s biggest fund managers. 

In 2007, Todd moved to Bank of America Merrill Lynch in a specialist equities sales role covering global accounts—firstly out of Hong Kong and then New York. In this role, he touched the full array of asset management and investment banking, advising corporates on capital raising activities (both primary and secondary), as well as advising clients on investment opportunities. 

In both Hong Kong and New York, he was rated number one salesperson, both internally and externally, by a variety of surveys. Upon his return to Australia in 2014, Todd took a double degree in Mathematics and Commerce, and joined a family office where he was responsible for its global equities portfolio.