Your dedicated Investment Team

We provide private wealth advice services to high net worth and ultra high net worth families, family offices and for purpose organisations, focused on long term results to last generations.

Andrew Lees

Partner, Investment Adviser, Sydney

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Hear our latest investment insights

From Chief Investment Officer Scott Haslem

Why choose LGT Crestone

A truly client-centric approach

As a privately owned firm, we’re focused on long term results for clients, not short-term profits for shareholders - building solid, stable, balanced portfolios to last generations.

The scale to secure opportunities

With over $423b in assets under management globally, LGT provides buying power and security. LGT Bank Ltd. is one of the few pure private banks whose credit quality is rated by both Moody’s and Standard & Poor’s.

Recognised capability in private markets and venture capital

We regularly source proprietary private market deals from our strategic partners to help our clients achieve a differentiated source of return for their investment portfolio.

An introduction to asset allocation

Asset allocation is one of the most important elements of investing. Put simply, it provides a framework for optimising the risk and reward of your investment portfolio over a medium to long-term time frame. This involves identifying and allocating to the right mix of asset classes to reflect your investment goals, risk tolerance and investment horizon.

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An introduction to alternatives

Alternatives are best thought of as a diverse range of assets that exists outside traditional investments like publicly-traded equities, fixed income securities and cash. Given the differing return characteristics and drivers of risk among alternatives, they can add a variety of features to a portfolio. In particular, they can increase the return potential of a portfolio and also enhance diversification. This is because their return profiles are typically uncorrelated, or have a lower correlation, to broader market swings. They can also be used to facilitate specific outcomes or themes—such as liability matching, cash flow stability or inflation protection.

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Our advice process

Our private wealth advisers provide a trusted and consistent approach to providing investment advice to enhance and preserve your wealth.

 

"Our purpose is to help you unlock the true value of your wealth"
Michael Chisholm
Chief Executive Officer

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