LGT Crestone is expanding its Chief Investment Office with the appointment of Matthew Tan as Senior Asset Allocation Specialist based out of the company’s Melbourne office. This further bolsters what is already one of the largest investment teams of any wealth manager in Australia.
Matthew brings substantial experience to the wealth management firm, having held roles in asset allocation, investment strategy, thematic research, and quantitative analytical methods for over a decade. He most recently served as Strategist in the Economics and Capital Markets team at the Future Fund, where he contributed to the Future Fund’s recently published New Investment Order framework.
In this critical role at LGT Crestone, Matthew will work closely with the firm’s chief investment office to oversee and optimise clients’ portfolio allocation for maximised growth and performance outcomes. He will report to Chief Investment Officer Scott Haslem.
Scott Haslem reinforced Matthew’s appointment as a meaningful addition to the company’s team of experts.
"Matthew’s experience at the Future Fund demonstrates our continued commitment to bringing institutional quality expertise to High Net Worth Australians. We are excited to welcome Matthew and recognise his appointment as a reflection of the firm’s continued expansion to meet the growing demands of the private wealth sector in Australia.”
“With extensive experience in investment strategy and risk management, Matthew represents an important addition to our experienced team of investment and asset class specialists. We are confident he will make significant contributions to our ability to provide strategically tailored advice for our clients,” Haslem said.
Matthew’s appointment sees the in-house investment team at LGT Crestone expand to 22 across Australia.
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).
On his new role, Matthew commented: “Joining LGT Crestone marks an exceptional opportunity to work alongside a highly respected team of investment specialists, particularly during such a pivotal time in the private wealth management space.
“LGT Crestone's commitment to client excellence and sustainability aligns with my passion for advancing investment strategies towards a more prosperous future.”
