LGT CRESTONE

Financial planning

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 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

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

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

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

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...

People & Products

LGT Crestone has partnered with StepStone Group to provide an open-ended venture capital offering....

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MARKET INSIGHTS

Interesting. Would be good to know the details of the StrategyOne deal....

3 days 22 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 1 day ago

increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...

4 weeks 1 day ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 3 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

2 days 20 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

1 day 23 hours ago