Access our best investment ideas
Our Multi-Asset Portfolio Solutions (MAPS) are discretionary single and multi-asset portfolios, which are directly aligned with LGT Crestone’s House View.
Our Multi-Asset Portfolio Solutions (MAPS) are discretionary single and multi-asset portfolios, which are directly aligned with LGT Crestone’s House View.
The portfolios represent our Chief Investment Office's best ideas. Featuring diversified and ready to implement investment solutions that blend our House View at the asset allocation level with our best recommended managers.
Choose between a broad range of risk/return profiles or build a customised asset allocation. Available portfolios include yield, fixed income, balanced, growth, endowment, international equities, domestic equities and fixed income.
Portfolios follow our multi-manager philosophy and offer the potential for reduced volatility and enhanced risk-adjusted returns.
Benefit from exposure to alternative assets that are uncorrelated with traditional investments. Thereby providing the potential for higher returns.
Our scale allows us to maintain strong relationships with a variety of top fund managers. As a result, you can benefit from exclusive arrangements, including reduced pricing and special access to select certain funds.
Gain insights into the performance drivers affecting both asset classes and individual assets. Learn about recent portfolio adjustments and explore the key themes guiding our fund managers’ strategies. Receive special reports on significant changes in asset allocation and read exclusive insights from our Chief Investment Officer.
Benefit from less contract notes issued to lessen the administrative burden at tax time.
**TO BE EDITED - SOMEONE WHO IS TIME POOR AND NEEDS TO OUTSOURCE ALL THEIR INVESTMENTS**
Kent is a young executive looking to accelerate returns on his portfolio. He is a partner at a consulting firm and earns a high income. Still a long time from retirement, Kent has a long-term investment time horizon, and favours a high-risk tolerance to maximise long-term capital growth.
As Kent is time poor, he wants to ensure he does not 'miss the market' opportunities. He is therefore looking for investments that offer the best of the best with fast implementation. Using LGT Crestone's MAPS gives Kent the flexibility across a broad range of risk/return profiles whilst also being able to build a customised asset allocation portfolio. The premium reporting and commentary from LGT Crestone's Chief Investment Office is reassuring for Kent as it allows him to modify his portfolio strategy based on performance and insights he receives.
**TO BE EDITED ** A keen investor – knows a thing or two about local markets because he/she works in local markets. But they understand the importance of also gaining international exposure. They can investment with us to broaden their exposure to certain asset classes (e.g., international equities, alternatives).**
Lynda is a company director and holds a sizable holding in her company’s stock. She wishes to diversify her exposure into multiple equities with different risk exposures to help manage her medium to long term financial objectives. She likes the idea of international equities to meet her long-term goals and fixed income equities with lower volatility to manage her short to medium-term objectives.
Lynda invests a portion of her earnings from her company stock holdings into LGT Crestone's Multi Asset Portfolio Solution (MAPS). She allocates a portion of funds in international equities and alternative assets and another in fixed income whilst only paying just the one all-inclusive fee. She stays close to the premium reporting to help her analyse the performance and looks forward to reading the Chief Investment Office special insights that she knows she is privy to receiving as part of MAPS offering.
** TO BE EDITED** Use with mortgage facility – liquidate the portfolio, so borrowing against that or unencumbered property to achieve diversification that way.
The Newton family recently received approval for a $7m mortgage facility with LGT Crestone on their $15m unencumbered property in Melbourne. Th facility is used to meet cash requirements for capital calls on equities they’re invested in whilst having access to funds for alternative investments.
The Newton family are interested in growing and diversifying their portfolio. They use the funds from the approved $7m mortgage facility to invest into LGT Crestone’s Multi Asset Portfolio Solutions (MAPS). They are comforted to know that portfolios they are investing in are the best of the best from the Chief Investment Office whilst achieving cost efficiencies with its all-inclusive pricing compared to buying individual blocks from different fund managers. This helps the Newton family set reasonable expectations on the portfolio returns whilst maximizing the likelihood of success in achieving their financial goals.
Important note
This web page was produced in July 2024.
This document has been authorised for distribution to ‘wholesale clients’ and ‘professional investors’ (within the meaning of the Corporations Act 2001 (Cth)) in Australia only.
This content has been prepared by LGT Crestone Wealth Management Limited (ABN 50 005 311 937, AFS Licence No. 231127) (LGT Crestone Wealth Management). The information contained on this page is provided for information purposes only and is not intended to constitute, nor to be construed as, a solicitation or an offer to buy or sell any financial product. To the extent that advice is provided in this web page, it is general advice only and has been prepared without taking into account your objectives, financial situation or needs (your ‘Personal Circumstances’). Before acting on any such general advice, LGT Crestone Wealth Management recommends that you obtain professional advice and consider the appropriateness of the advice having regard to your Personal Circumstances. If the advice relates to the acquisition, or possible acquisition of a financial product, you should obtain and consider a Product Disclosure Statement (PDS) or other disclosure document relating to the product before making any decision about whether to acquire the product.
Although the information and opinions contained in this document are based on sources we believe to be reliable, to the extent permitted by law, LGT Crestone Wealth Management and its associated entities do not warrant, represent or guarantee, expressly or impliedly, that the information contained in this document is accurate, complete, reliable or current. The information is subject to change without notice and we are under no obligation to update it. Past performance is not a reliable indicator of future performance. If you intend to rely on the information, you should independently verify and assess the accuracy and completeness and obtain professional advice regarding its suitability for your Personal Circumstances.
LGT Crestone Wealth Management, its associated entities, and any of its or their officers, employees and agents (LGT Crestone Group) may receive commissions and distribution fees relating to any financial products referred to in this document. The LGT Crestone Group may also hold, or have held, interests in any such financial products and may at any time make purchases or sales in them as principal or agent. The LGT Crestone Group may have, or may have had in the past, a relationship with the issuers of financial products referred to in this document. To the extent possible, the LGT Crestone Group accepts no liability for any loss or damage relating to any use or reliance on the information in this document.
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