LGT Crestone follows a strong year of growth with the appointments of Amanda Hing to Partner & Investment Adviser, and Ashlea Somerset to the role of Associate Adviser.
Throughout 2022, LGT Crestone continued to expand its national footprint, boasting 313 employees, including 94 investment advisers, across sites in Melbourne, Brisbane, Sydney and Adelaide.
Senior Advisers Amanda and Ashlea will be responsible for the private wealth management of ultra-high-net worth and high-net worth individuals, family offices and for purpose organisations, and collectively bring over 38 years of deep experience in financial markets and leadership roles.
They will be based in Sydney and they will report to LGT Crestone’s Senior Partner and Head of Advisory, NSW & QLD, Michael Tritton.
Michael Tritton welcomed Ms Hing and Ms Somerset, commending their strong, analytical capabilities in providing private wealth advice and enhancing investment outcomes.
“We are excited to welcome two such high-calibre female professionals to help us meet private wealth sector demand which we expect to continue growing in 2023. At LGT Crestone, gender diversity is a core focus, and we look forward to their valuable contributions as we accelerate our strategic growth plans in the new year.”
The appointments follow a suite of new initiatives within LGT Crestone.
On 6 December, the Company announced its partnership with StepStone Group to launch SPRING, one of the first open-ended venture capital (VC) funds of its kind for Australian high-net-worth investors, which will be exclusively available to LGT Crestone clients until the end of the financial year.
The Company also launched its Lombard Facility, a true multi-currency, multi-asset class margin lending product.
“2022 has been a year of exceptional growth and change as we became part of the global LGT family. We’ve continued to see strong demand for best in class institutional style investments amongst high net wealth Australians, and our ability to deliver this in a number of areas has fuelled continued growth,” said LGT Crestone’s Chief Executive, Michael Chisholm.
Amanda joins LGT Crestone with over 23 years of experience specialising in multi-generational wealth, investment and stewardship strategies.
Prior to joining LGT Crestone, Amanda was a Partner and Head of Family Wealth Advisory at Sayers, leading a team focused on family offices, executives, for-purpose organisations and families of wealth.
Before her role at Sayers, Amanda worked at JBWere and Goldman Sachs JBWere for over 21 years, including as an Executive Director leading the Family Advisory offering for Family Offices and ultra-high net worth individuals.
Amanda said she is looking forward to enhancing wealth solutions for clients at LGT Crestone, drawing upon the deep global expertise across the group and one of Europe’s enduring and successful royal families with 900 years of tradition, stability and entrepreneutrial spirit; which is values-focussed and forward-looking for generations.
“I’m passionate about bringing deep stewardship lessons from centuries of wealth held across Europe and the USA, adapted for our times. I look forward to partnering with clients and prospects to help them find impactful solutions that deliver tangible outcomes aligned to their purpose.” she said.
Ashlea joins LGT Crestone with over 15 years of experience specialising in well considered wealth management strategies and investment solutions servicing wealthy individuals, businesses and family offices.
Her most recent role as a Partner at Sayers saw her manage a high quality and complex portfolio of clients using a bespoke approach.
Prior to her role at Sayers, Ashlea worked as an Associate at JBWere for more than 11 years where intergenerational wealth management strategies were her primary focus and acting as a key contributor toward conceptualising and delivering Family Advisory.
Commenting on her appointment, Somerset said, “I am committed to achieving the best outcomes for my clients and navigating the dynamic relationships of unique family groups and their family office. It will be a privilege to build on LGT Crestone’s strong foundation, by engaging with clients across the country, to deliver investment solutions that ensure their financial objectives are met,” she said.
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