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Everything from LGT Wealth Management Australia

LGT Wealth Management accelerates Sydney growth with five senior adviser appointments

From LGT Wealth Management Australia

LGT Wealth Management Australia (LGTWM) has expanded its Sydney private client advisory team with the appointment of five senior investment advisers. Michael Marr, Sean Carroll, Seamus Quick, Stephen Cabot and

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09 Sep 2026

LGT Wealth Management Australia appoints Willem Strydom as new Chief Technology Officer

From LGT Wealth Management Australia

LGT Wealth Management Australia has appointed Willem Strydom as its new Chief Technology Officer, strengthening its investment in the technology, data and AI capabilities that support its advisers and clients.

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14 Aug 2026

LGT Wealth Management expands investment and family advisory capabilities with four senior appointments

From LGT Wealth Management Australia

LGT Wealth Management has strengthened its investment and family advisory capabilities with four senior appointments. The hires reflect growing demand from high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients for institutional-quality investment

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26 May 2026

LGT Wealth Management Australia appoints Kaajal Prasad as new Head of Family Advisory

From LGT Wealth Management Australia

LGT Wealth Management Australia has appointed Kaajal Prasad as Head of Family Advisory, expanding the firm’s expertise in family governance and strategic wealth transfer. Kaajal brings extensive experience in wealth

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24 Feb 2026

Australia’s wealthy hit record $4 trillion as Trump tariffs trigger caution beyond Covid levels

From LGT Wealth Management Australia

LGT Wealth Management’s 2025 State of Wealth Report shows record high-net-worth growth, a $2.26 trillion wealth transfer already underway, rising allocations into private markets and sustainable investments, and a greater

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25 Nov 2025

LGT Crestone announces rebrand to LGT Wealth Management, marking next phase of growth in Australia

From LGT Wealth Management Australia

LGT Crestone, one of Australia’s largest private wealth management firms, is proud to announce its rebrand to LGT Wealth Management Australia. This strategic change marks a decisive milestone in the firm’s

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23 Sep 2025

Earn CPD Points

CPD: The case for Australian mid-caps – why quality is on sale
Share prices move every day. The underlying value of the businesses behind those prices does not move nearly as often, or as much. That distinction matters more than usual right [...]
CPD: Investment bonds revisited – understanding the fundamentals in a changing tax landscape
For many years, investment bonds have occupied a relatively small corner of the Australian investment landscape. While familiar to some advisers, others may have had limited reason to consider them [...]
CPD: Positioning portfolios for the next world order
Key takeaways The global system is becoming more fragmented and policy-driven, leading to more uneven and less predictable market outcomes. Geopolitical risk is now persistent, showing up not just in [...]
CPD: A review of the Code of Ethics (part one)
The Financial Planners and Advisers Code of Ethics (Code) has sat at the centre of adviser conduct in Australia since it became mandatory on 1 January 2020. This article, proudly [...]
CPD: Think your clients aren’t complaining? ASIC might disagree
Complaints are so big right now 2026 has been a big year for financial services complaints, and not just numerically. Certainly, the volume of complaints is noteworthy. AFCA data[1] released [...]