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Showing 1 - 10 of 51 results for %22Crestone%22

LGT Crestone offers exclusive access to the Princely family fund

CHLOE WALKER  |  MONDAY, 27 NOV 2023
Clients of LGT Crestone can now access the Princely family fund, known as the 'Princely Strategy', developed by its parent entity two decades ago. The Global Investible Markets (GIM) fund, which is worth US$18.6 billion, is only accessible to LGT Crestone ...

Escala loses bid to restrain former executives

KARREN VERGARA  |  FRIDAY, 13 OCT 2023
Escala Partners failed in its bid to restrain two former senior executives who moved to LGT Crestone Wealth Management from working in financial services and soliciting clients. The Supreme Court of Victoria rejected Escala's application for interlocutory ...

LGT Crestone hires from Future Fund

ELIZABETH FRY  |  MONDAY, 28 AUG 2023
LGT Crestone is expanding its investment team with the appointment of Matthew Tan as senior asset allocation specialist. Tan's recruitment has boosted LGT Crestone's in-house investment team to 22. He joins from the Future Fund where he spent ...

HNW wealth transfer still on the to-do list

CHLOE WALKER  |  SATURDAY, 15 JUL 2023
... professionals and service providers to work with them to develop streamlined strategies for transferring wealth," LGT Crestone said. "Further, by working with families on their wealth plans, professionals are likely to receive referrals from both within ...

FinClear partners with trading platform

KARREN VERGARA  |  WEDNESDAY, 14 JUN 2023
... provides clearing services for Webull customers trading in Australian-listed securities. It joins the likes of Ord Minnett, Crestone Wealth Management, Superhero, Stake and Velocity Trade, which have partnered with FinClear in recent years. With about ...

UBS set for Australian wealth management comeback

ANDREW MCKEAN  |  WEDNESDAY, 5 APR 2023
... operational processes to become more complex. UBS Wealth Management was acquired by management and advisers, becoming Crestone Wealth Management - now known as LGT Crestone. UBS Australasia joint country head and chief operating officer Nick Hughes said ...

LGT Crestone brings VC offering to local HNWs

CHLOE WALKER  |  THURSDAY, 8 DEC 2022
In partnering with StepStone Private Wealth, LGT Crestone is providing one of the first open-ended venture capital (VC) funds of its kind for Australian high-net-worth investors. The StepStone Private Venture and Growth Fund, known as SPRING, is already ...

Carrara Capital picks SS&C GlobeOp as fund administrator

CASSANDRA BALDINI  |  THURSDAY, 27 OCT 2022
... recently launched multi-strategy fund. Carrara Capital was founded by former Concentrated Leaders Fund chief executive and Crestone chief investment officer David Sokulsky in 2020. The Carrara Global Opportunities Fund was launched earlier this year ...

LGT Crestone hires head of sustainability

RACHEL ALEMBAKIS  |  FRIDAY, 15 JUL 2022
LGT Crestone has hired Amanda MacDonald as head of sustainability, joining from Perpetual Private. MacDonald reports to LGT Crestone Wealth Management's deputy chief investment officer Kevin Wan Lum. She is tasked with managing LGT Crestone's ...

Crestone warns on economic challenges

CHLOE WALKER  |  MONDAY, 23 MAY 2022
Following the 2022 federal election, Crestone Wealth Management has provided a special report, summarising policy implications for the markets. "For markets, the election has been fought along lines that are likely to be less impactful for markets in ...
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