As one of the firm's most experienced advisers, Leigh has spent more than 20 years developing exceptional investment knowledge to deliver successful outcomes for his clients. As well as leading LGT Crestone’s largest advisory team, Leigh is also a senior partner in the business and is a former member of the Executive Management team.

In 2016, Leigh became a founding shareholder of Crestone, having worked at UBS Wealth Management for more than 15 years, where he led the top-performing advisory team. Prior to UBS Wealth Management, he served as an adviser at Merrill Lynch.

Leigh works with family offices, ultra-high net worth individuals, charities and foundations, and senior corporate stakeholders. With access to LGT Crestone’s global research and best-in-class partnerships, he is able to tap into unique investment opportunities and deliver sophisticated solutions for his clients.

Leigh holds a Bachelor of Business from La Trobe University, is RG146 compliant and is a Level 1 options trader. In addition to his work as an investment adviser, he supports various charitable organisations, including the LBW Trust, Sydney Children’s Hospital Foundation, Sohn Hearts and Minds Investment Conference, and is a trustee of the St Vincent’s Clinic Foundation.

An integral member of the LGT Crestone team, Andrew Langford provides investment advice, portfolio management and asset allocation to ultra-high net worth individuals and family offices—delivering an exceptional business and relationship management service.

Graduating with a double degree in Commerce (Finance) and Information Systems (eCommerce), Andrew began his career with a leading financial planning firm based in Sydney. After four years, he relocated to the UK, gaining invaluable experience working with high net worth private clients at UBS Wealth Management in London. In 2010, Andrew returned to Sydney and partnered with senior UBS Wealth Management investment advisers Leigh Birtles and Antony Karpin. He continues to work in this team at LGT Crestone, using his experience and analytical skills to deliver innovative wealth management solutions tailored to clients’ needs. In addition to his work as an investment adviser, Andrew has been instrumental in establishing LGT Crestone’s processes during the development phase of the business. 

Harrison is an Associate Investment Adviser at LGT Crestone and works closely in a partnership with Senior Partners’ Leigh Birtles, Antony Karpin and Andrew Langford. The team works with a diverse range of clients including not-for-profit organisations, family offices, institutions, and ultra-high-net-worth individuals across Australia. Prior to joining LGT Crestone in 2020, Harrison worked as a solicitor specialising in commercial law and graduated with a double degree in Commerce and Law.

Antony Karpin is the trusted investment adviser to a base of ultra-high net worth individuals and families across Australia. As an investment adviser, he focuses on understanding his clients’ wealth management goals, and finding a way to achieve them— whether it’s through careful portfolio construction, execution of investment ideas or facilitating introductions. As a senior investment adviser in LGT Crestone’s largest team, Antony utilises his broad experience and analytical skills to deliver tailored, innovative client solutions—consistently meeting and exceeding their expectations. 

Having originally pursued his passion of sport (and attaining a Master in Sports Science), Antony applies a suitably dedicated, proactive approach to his work as an investment adviser. After completing a Graduate Diploma of Applied Finance, he worked at AMP then ING Investment Management specialising in institutional sales and client management. In 2006, Antony joined UBS Wealth Management as an investment adviser working in partnership with Leigh Birtles—and together, they now lead one of the most successful and largest teams of investment advisers at LGT Crestone. In addition to his work as an investment adviser, Antony continues to maintain his involvement in competitive sport, participating in triathlons to support cancer charities, and raise awareness around education in developing countries. In all aspects of his life, he is regarded as honest and accountable, and someone who always delivers as promised. 
 

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.

Before his role with the firm, Kevin Wan Lum worked at LGIAsuper, leading the investment team most recently as Deputy CIO. He was responsible for the oversight of the fund’s investment performance and strategy across the full range of risk profiles and its ESG integration and sustainability goals. 

Kevin also led the co-investment/direct investment program across property, infrastructure and private equity, including impact investment. Prior to that, he was Energy Super CIO - before its merger with LGIAsuper. 

During his four years at VicSuper, he was also Head of Real Assets and Alternatives/Senior Portfolio Manager and Acting Chief Investment Officer at VicSuper. In this role, he lead the alternatives program reconfiguration, including global infrastructure and PE, domestic infrastructure and local and offshore co-investment programs.

Prior to joining VicSuper, Mr Wan Lum held several portfolio manager roles at Ibbotson Associates, Antipodean Capital Management and QIC, focusing on domestic and global equities, multimanager models and portfolio construction.

With a career spanning 30 years and a multitude of global markets, James Williams has developed a wealth of knowledge that’s nothing short of remarkable. As part of the Investment Product Services team, James plays a pivotal role in developing, fine-tuning and communicating the firm’s offering, with particular emphasis on fixed income and capital market opportunities.

Originally hailing from London, James started in the finance industry in 1984 at Société Générale where he spent 23 years, primarily as the Director of Credit Trading. After being seconded to the Australian office, James went on to become Global Head of Credit Trading for ANZ, where his combination of international perspective and deep market knowledge proved a major asset. In 2013, he accepted the role of Head of Fixed Income at UBS Wealth Management, attracted by the firm’s clear focus on investment diversification for high-net-worth individuals.

In 2016, together with a group of like-minded colleagues, James became a founding shareholder in Crestone. Working closely with the investment advisers, he constructs diversified portfolios for our clients, tailor-made in response to their goals and risk profiles. James also inspires the team with his strong passion and drive, and his capacity to motivate those around him to achieve their shared goals.
 

Amanda has over 18 years' experience in the investment management industry with a focus on sustainability.

Amanda has demonstrated history in providing strategic advice to clients, particularly in relation to ESG integration, shareholder engagement, impact investment, and assisting clients to embed these approaches throughout their portfolios.

Prior to joining LGT Crestone, Amanda was an Investment Director at Perpetual Private, providing strategic wealth advice to many of Australia's largest Not for Profit clients. Before that she was the lead ESG analyst at MLC Advice.

Amanda holds a Bachelor of Commerce (Finance & Economics) and a Masters in Applied Finance from Macquarie University.

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.

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 12 years experience in investment strategy, research and asset allocation.

For the past seven years, 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).

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.

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.