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Showing 1 - 10 of 63 results for "Crestone"

Financial services' gender pay gap improves at 21.4%

KARREN VERGARA  |  TUESDAY, 3 MAR 2026
... average total remuneration. They are namely Goldman Sachs, IFM Investors, Bell Potter Securities, Evans and Partners, LGT Crestone Wealth Management and Morgan Stanley Investment Management, which all reported a whopping gap of 51% and higher. Euroz ...

LGT Crestone unveils rebrand

ELIZA BAVIN  |  MONDAY, 22 SEP 2025
LGT Crestone has rebranded to LGT Wealth Management Australia. This firm said the move marks its ambition to lead the nation's private wealth sector and cement its alignment with LGT's global reputation. LGT said for clients, the rebrand reinforces ...

LGT Crestone taps alternatives and ESG expert

MICHELLE BALTAZAR  |  THURSDAY, 14 AUG 2025
With its alternatives portfolio leaping from $150 million to $9 billion within 10 years, LGT Crestone has recruited an alternatives specialist from Escala Partners to join the group. LGT Crestone, a wealth manager with more than $600 billion in client ...

LGT Crestone promotes investment duo

ELIZABETH FRY  |  THURSDAY, 3 JUL 2025
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 ...

LGT Crestone, AUSIEX acquisitions finalised

KARREN VERGARA  |  TUESDAY, 3 JUN 2025
AUSIEX has finalised its acquisition of FIIG Holdings, while LGT Crestone's takeover of Commonwealth Bank of Australia's (CBA) private wealth business has completed. AUSIEX, which is a subsidiary of Nomura Research Institute (NRI), has now expanded ...

Escala poised to overhaul strategy

ELIZABETH FRY  |  THURSDAY, 22 MAY 2025
... before co-founding Escala in 2013. Howard, a former UBS Wealth Management executive, played a pivotal role in establishing Crestone Wealth Management's Melbourne operations before joining Koda Capital and subsequently reuniting with Escala's ...

Stockbroking faces 'perception problem'

ELIZA BAVIN  |  TUESDAY, 20 MAY 2025
... from a recruitment and a diversity perspective, from an industry and a working group sort of approach," he said. LGT Crestone chief operating officer Michelle Inns said while the industry does great work at adding value to clients, the perception from ...

LGT Crestone poaches CRO from Challenger

ELIZABETH FRY  |  THURSDAY, 24 APR 2025
LGT Crestone Wealth Management has nabbed a top risk professional from Challenger Ltd. After seven years at Challenger in several risk and compliance roles, Karen James Lawson has stepped into the top risk role at LTG Crestone. Confirming the appointment ...

LGT Crestone takes over remainder of Commonwealth Bank's advice business

ANDREW MCKEAN  |  MONDAY, 11 NOV 2024
LGT Crestone has inked a deal to scoop up Commonwealth Bank's (CBA's) remaining personal advice business, which serves high-net-worth and ultra-high-net-worth clients. Commonwealth Private Advice has around 500 clients with assets exceeding $5 billion. ...

Boutique ESG fund manager folds

KARREN VERGARA  |  FRIDAY, 19 JUL 2024
... at the end of December. Ethical Partners is also listed as one of NGS Super's fund managers and had a mandate with Crestone Wealth Management. The Ethical Partners Australian Share Fund, which required a minimum investment of $25,000, had $155 million ...
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