All Articles tagged with 'Michael Chisholm'

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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

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

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

Crestone Wealth Management doubles Brisbane presence with new investment advisers

From Crestone Wealth Management

Crestone Wealth Management (Crestone) has welcomed six new investment advisers to its Brisbane team, bringing the Brisbane office to a total of 21 staff. Crestone’s bolstered Brisbane presence confirms its

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09 Jul 2021

Crestone Wealth Management announces growth in South Australian market

From Crestone Wealth Management

Crestone Wealth Management (Crestone) has underpinned its expansion into the South Australian (SA) market with the appointment of an experienced and local team of investment professionals. Crestone’s bolstered SA presence,

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05 May 2021

Crestone Wealth Management posts strong FY18 growth, invests in Client Experience

From Crestone Wealth Management

The directors of Crestone are pleased to report the firm’s annual results for the financial year 2018. The results reflect strong growth that has enabled the business to invest in

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30 Oct 2018

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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 [...]