LGT Crestone promotes investment duo

LGT Crestone has announced two senior promotions within its chief investment office, strengthening its asset allocation and capital markets leadership.

Firstly, the private wealth firm has promoted Matthew Tan to head of asset allocation, acknowledging his significant contribution to the firm's strategic and tactical portfolio positioning.

Reporting to the firm's investment chief Scott Haslem, Tan will manage the top-down asset allocation and investment strategy part of LGT Crestone's investment, product and services team.

He brings over 15 years of experience in investment strategy, research and asset allocation, most recently serving as a strategist at the Future Fund, where he played a crucial role in researching and analysing macroeconomic and capital market developments to inform asset allocation decisions.

Tan was also a key contributor to the Future Fund's new order investment framework, which aims to reshape long-term investment thinking in response to structural shifts in global markets.

Before that, he worked as an analyst 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, Tan was responsible for managing the regular production of those assumptions and helping to develop internal modelling.

Speaking of LGT Crestone, Tan said it has been "an unbelievably engaging and rewarding two years, during which I've had the opportunity to drive some truly meaningful work."

"That includes building and implementing a proprietary multi-asset risk factor framework (made in Australia for Australians) that now underpins our asset allocation process, bringing greater precision and insight to our investment strategy.

"Navigating an extremely uncertain market and geopolitical environment (which is still not over!) with discipline, clarity, and an invaluable constraints-based framework. I'm very excited for what lies ahead."

Also stepping into a new role is Jessica Lin, who has been promoted to head of capital markets and fixed income.

Lin has been instrumental in shaping LGT Crestone's direct fixed income execution and co-investment capabilities across both public and private markets.

Before joining LGT Crestone in 2019, Lin spent five years at Deutsche Bank in the equity capital markets team and has helped to execute some of the largest Australasian equity raisings for government privatisations and corporates.

She brings over a decade of experience, including five years in Deutsche Bank's equity capital markets team, where she worked on some of the region's largest government privatisations and corporate raisings.

Lin has also worked for infrastructure manager Morrison & Co in capital raising and investor relations.

Her new role will see her continue to lead execution across capital markets and fixed income opportunities.

LGT Crestone said both promotions reflect a continued focus on strengthening the firm's investment platform and delivery for clients across complex asset classes.