Introducing LGT Wealth Management
We’re pleased to share some exciting news about the future of our business.
We’re pleased to share some exciting news about the future of our business.
We’re excited to share that from late September, LGT Crestone will become LGT Wealth Management.
This change marks an important milestone in our journey—one that reflects our ambition to lead the Australian private wealth market while staying true to the values and global strength of LGT. While our name is evolving, everything you value about our relationship remains unchanged.
We’ve already aligned closely with LGT’s brand, this rebrand simply brings greater clarity and consistency to how we present ourselves—locally and globally.
While our name is changing, our purpose remains the same: to deliver independent, high-quality advice tailored to the needs of sophisticated clients. Under the LGT Wealth Management brand, we’re building on our strong foundations with even greater ambition.
This transition brings several key benefits:
This evolution is about clarity, confidence, and continuity—ensuring you benefit from the strength of a global brand while continuing to receive the personalised service you value.
LGT Holding (Australia) Pty Ltd is part of the LGT Group (LGT), a leading international private banking and asset management group fully controlled by the Princely Family of Liechtenstein.
As at 31 December 2024, LGT managed more than A$700 billion in assets for wealthy private individuals and institutional clients. LGT is headquartered in Vaduz, Liechtenstein, and employs over 6,000 people across more than 30 locations globally. LGT provides a wide range of investment products and services including advisory, portfolio management, wealth planning, family governance, and sustainable investments.
As at 31 Dec 2024, LGT Bank, owned by LGT Group, holds a Common Equity Tier 1 (CET1) capital ratio of 19.0% and is independently rated Aa2 by Moody’s and A+ by Standard & Poor’s for long-term credit quality—among the highest ratings in the industry.
Our local Chief Investment Office will continue to guide our strategic and target asset allocation, as well as our approved product list - just as it always has, with a strong focus on client outcomes.
That said, we’re excited about the opportunity to explore LGT’s broader global offering. If there are LGT products or services that align with your needs and deliver clear client benefits, we’ll absolutely consider them - always in line with Australian regulatory requirements. Ultimately, the choice of financial products in your portfolio remains entirely yours, and we’re here to support you in making informed, confident decisions.
Your adviser’s and the team’s email address will change over time from firstname.surname@lgtcrestone.com.au to firstname.surname@lgt.com. The website address will also change from www.lgtcrestone.com.au to www.lgtwm.com.au. All other contact details will stay the same.
However our team will still receive anything that is sent to our LGT Crestone email addresses.
We have updated some of the information contained in our client documentation to reflect changes to our corporate branding and other minor changes. A summary of the changes made to each document is contained below. We advise that you take the time to read each document.
We note that the update to the LGT Crestone Client Documents does not result in any change in your rights and obligations under your existing arrangements with us, or expand, modify or otherwise alter the nature of your relationship with us.
Document | Who should read it | Summary of update |
| All clients | Updates to the terminology for third-party bank accounts that align with our new digital onboarding channel (cl 10). Simplifying the approach to accounting for low-value interest amounts and handling foreign currency when closing an account (cl 20). | |
| Financial Services Guide | All clients (unless you have a financial intermediary) | Clarification around the products and services we offer where we are licensed to deal as principal (section 1.5). More granularity around the business partners with whom we may share personal information, as provided in our Account Terms and Privacy Statemen (section 3.2). This applies to the Financial Services Guide and the Financial Intermediary Client Financial Services Guide. |
Clients with the following accounts: • Asset Advisory • Wealth Advisory | Updates to references to ASIC regulations that are currently in force with respect to the operation of IDPSs (sec 1.3) This applies to the Investor Directed Portfolio Service Guide and the Investor Directed Portfolio Service Guide Financial Intermediary Clients. | |
| Clients with a FIM Custody and Reporting Account only | See summary of “Investor Director Portfolio Service (IDPS) Guide” | |
| Portfolio Service Investor Directed Portfolio Service Guide | Clients with a DPM Account (MAPS or SMA) | Updated to incorporate the changes to the list of available SMA Individual Options (aligning with updates to the schedule sent to affected clients in April 2025). |
If you have any other questions about our client documentation, please contact your adviser or James Karpouzis (Head of Legal, LGT Crestone) at legal@lgtcrestone.com.au. If we do not hear from you within 10 business days, we will deem that you have read and accepted the LGT Crestone Client Documents.