Specialised advice for Deloitte Partners
Invest in line with the Deloitte audit independence requirements with a customised offering from LGT Crestone
Invest in line with the Deloitte audit independence requirements with a customised offering from LGT Crestone
LGT has more than 100 years managing private wealth globally. We focus on long-term results, not short-term gains, to build solid, stable, balanced portfolios to last generations.
See our processThe advisers appointed to managing the relationship work closely with Deloitte Independence to develop a product list that is regularly monitored for independence restrictions. Whilst the investment clearance process is managed by the advisers and Deloitte Independence, Deloitte Partners will ultimately remain personally responsible for complying with Deloitte’s policies.
Access unique opportunities in hedge funds, private equity, venture capital and real assets through the LGT network.
More about alternativesAsset 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.
Read moreAlternatives 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.
Read moreFixed income can be viewed as a form of debt, like an ‘IOU’. When you purchase fixed income, or a bond as it is commonly referred to, you are lending money to the issuer of that bond—the borrower. In return for the loan, the borrower promises to pay you a specified rate of return (or coupon) during the life of the bond, and to repay the face value of the bond (the par value) when it matures.
Read moreEquities (or stocks or shares as they’re often referred to) are units of ownership in a company. Equities can be either private or publicly listed—depending on whether the underlying company is privately held or publicly listed on a stock exchange, such as the Australian Securities Exchange (ASX). Listed equities are fully transferable without restrictions on the appropriate exchange.
Read moreFrom Chief Investment Officer Scott Haslem
