An introduction to LGT Crestone

James Cochineas & Archibald Jones' personalised work experience journey

Amanda Hing

Partner, Investment Adviser, Sydney

Ashlea Somerset

Associate Investment Adviser, Sydney

LGT Crestone: Where local expertise meets global strength

Why choose LGT Crestone

Take a long-term perspective

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.

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Executive Team

Our team provides the expertise and experience to help you unlock the true value of your wealth.

Meet the team

Chief Investment Office

Meet our experienced team of investment and asset class specialists.

Meet the team
"We believe the key is to ensure the portfolio is well diversified across styles, regions and market capitalisation to deliver attractive risk-adjusted returns without being overly dependent on a particular outcome."
Read the latest insights from our November CIO Monthly

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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An introduction to fixed income

Fixed 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.

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An introduction to equities

Equities (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.

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Hear our latest investment insights

From Chief Investment Officer Scott Haslem

Listen to the latest episode of the Astute Investor Podcast
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