The acquisition is expected to transfer more than CHF 2.8 billion (AUD 5 billion) in assets from CBA’s ultra-high-net-worth and high-net-worth clients to LGT, accompanied by the integration of approximately 40 experienced advisers, associates, and support staff into LGT Crestone, LGT’s......
LGT达成收购澳大利亚领先的高净值财富管理公司Crestone Wealth Management全部股权的有条件协议。交易完成后,Crestone成为LGT私人银行旗下公司。 在LGT,我们以世代为考量基础,而不是几周或几个月。 Henri LeimerLGT私人银行亚太区首席执行官
LGT Crestone 行政總裁Michael Chisholm 表示:「我們很榮幸澳洲領先的金融機構澳洲聯邦銀行,選擇讓LGT Crestone接管其超高淨值和高淨值客戶和員工,此舉印證我們一直積極建立優秀的私人財富諮詢業務,以服務當地資深投資者的努力。本項交易以我們與 Commonwealth Private Advice 的共同目標和價值觀為依歸,尤其是我們憑以客為...
LGT Crestone’s new client portal app is the easy and secure way to access your account and portfolio information while you’re on the go. To access the app you must be a LGT Crestone client. To start a conversation with us, visit lgtcrestone.com.au or email us at info@lgtcrestone.co...
LGT Crestone’s new client portal app is the easy and secure way to access your account and portfolio information while you’re on the go. To access the app you must be a LGT Crestone client. To start a conversation with us, visit lgtcrestone.com.au or email us at info@lgtcrestone.co...
LGT Crestone, the Liechtenstein group’s Australian arm, to serve the personal advice needs of Commonwealth Private’s high-net-worth clients. The deal will see about 40 advisers, associates, and support staff join LGT Crestone which the company says will “solidify its position as a trusted ...
and access to private markets and sustainable investments. It is expected to close by mid-2025, and will enhance LGT's Australian operations, which include Adelaide, Brisbane,Melbourne,PerthandSydney. LGT Crestone currently has more than 350 employees, includi...
LGT Crestone currently has more than 350 employees, including more than 100 advisers across Australia. Michael Chisholm, chief executive officer of LGT Crestone, said: “This transaction is driven by our shared purpose and values with Commonwealth Private Advice, particularly our client-centric ...
LGT is to fully acquire an Australia-based high-net-worth wealth manager that runs A$25bn ($17.8bn) in client assets. The transaction, which values Crestone Wealth Management at A$475m ($338m), is set to be completed in the first quarter of 2022, the bank said in a statement on ...
In this environment, LGT continued to be a stable partner enjoying the trust of both existing and new clients, which is reflected in the Group's strong results for the 2022 financial year. The acquisition of Australian wealth manager Crestone and the Indian wealth management business of Validus ...