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LGT Crestone expands Alternatives capability with appointment of Darragh Kennelly as Senior Investment Analyst

From LGT Crestone

LGT Crestone, one of Australia’s leading independently owned wealth management businesses, has further strengthened its Chief Investment Office with the appointment of Darragh Kennelly as Senior Investment Analyst. Darragh brings

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12 Aug 2025

LGT Crestone completes transition of Commonwealth Bank of Australia’s personal advice business

From LGT Crestone

LGT Crestone, one of Australia’s largest independently owned wealth management businesses, has successfully completed the integration of Commonwealth Bank’s (CBA) high-net-worth financial advisory business. This transition brings approximately A$5 billion

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03 Jun 2025

LGT Crestone to acquire Commonwealth Bank of Australia (CBA)’s personal advice business, Commonwealth Private Advice

From LGT Crestone

LGT Crestone, one of Australia’s largest independently owned wealth management businesses, has signed an agreement to acquire CBA’s personal advice business, Commonwealth Private Advice. The transaction reflects LGT Crestone’s commitment

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12 Nov 2024

LGT Crestone strengthens advice capabilities with strategic appointments of Steve Collins and Mason Allamby as Partners and Investment Advisers

From LGT Crestone

LGT Crestone recently welcomed industry veterans Steve Collins and Mason Allamby to the company’s Melbourne office as Partners and Investment Advisers. These appointments reflect the company’s commitment to the growth

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06 Aug 2024

“Uniquely Alternative” – LGT Crestone unveils exclusive access to uncorrelated and idiosyncratic investment strategies

From LGT Crestone

LGT Crestone is introducing a tailored investment solution exclusively for its clients, providing access to a select group of idiosyncratic and traditionally hard-to-reach asset classes with low correlation to both

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21 May 2024

Wealthy Australians seek private market access and advice in uncertain macroeconomic conditions

From LGT Crestone

LGT Crestone has released its 2023 State of Wealth report, polling Australia’s high net worth (HNW) and ultra-high net worth (UHNW) individuals to reveal how theinvestment approach of the nation’s

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01 Aug 2023

LGT Crestone follows solid year of growth with two senior female hires

From LGT Crestone

LGT Crestone follows a strong year of growth with the appointments of Amanda Hing to Partner & Investment Adviser, and Ashlea Somerset to the role of Associate Adviser. Throughout 2022,

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19 Jan 2023

LGT Crestone reinforces commitment to social and corporate responsibility with new Head of Sustainability hire

From LGT Crestone

LGT Crestone has appointed Amanda MacDonald to the role of Head of Sustainability. Amanda commenced her role on July 11 2022, and reports to LGT Crestone Wealth Management’s Deputy Chief

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15 Jul 2022

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CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]