lgt crestone

Financial planning

LGT Crestone scales alts capabilities with senior appointment

Wealth management firm LGT Crestone has appointed Darragh Kennelly as a senior investment analyst to help the firm scale its alternatives platform....

Financial planning

LGT Crestone completes transition of CBA’s advice arm

Wealth manager LGT Crestone has successfully completed its acquisition of Commonwealth Bank’s high-net-worth financial advisory business, bringing across some $5 billion ...

Financial planning

Looking beyond CRE for private debt exposure

Private wealth manager LGT Crestone has shared how the firm is utilising private debt strategies via a satellite approach and encouraged advisers to look beyond domestic ...

Financial planning

Private markets capability critical to LGT-CBA deal

LGT Crestone chief executive Michael Chisholm believes the firm was chosen to acquire Commonwealth Bank’s personal advice arm due to its strong private market capability....

Financial planning

LGT Crestone to acquire CBA’s personal advice arm

LGT Crestone has signed an agreement to acquire CBA’s personal advice business, Commonwealth Private Advice, including $5 billion in assets and 20 investment advisers....

Financial planning

Former Escala Partners co-founders join LGT Crestone

LGT Crestone has made two senior hires to its Melbourne office to boost growth in its high-net-worth and family office services, making 10 appointments from Escala Partne...

Funds management

LGT Crestone launches diversified alternatives fund

The wealth management firm has unveiled a new fund in partnership with PG3 AG and investment specialist Longreach Alternatives, describing the investment solution as an “...

People & Products

LGT Crestone appoints adviser to cater for SA HNW market

Wealth management firm LGT Crestone has appointed an investment adviser to its Adelaide office as the firm focuses on the evolving high-net-worth market in the state....

Financial planning

HNWIs favour advice from IFAs: LGT Crestone

Despite a push for advice from banks and super funds, high-net-worth individuals favour advice from IFAs and just 10 per cent would want advice from their super fund, acc...