Family Office · Bunyip, VIC, Australia
LGT Crestone Wealth Management Limited is a leading wealth management firm based in Australia, formed through the acquisition of Crestone Wealth Management by LGT Group, a global private banking and asset management group. The company provides tailored investment advice, portfolio management, and financial planning services to high-net-worth individuals, families, and institutions. Headquartered in Sydney, LGT Crestone leverages LGT’s international expertise and Crestone’s established presence in the Australian market. The firm is recognized for its client-centric approach and access to global investment opportunities, and it continues to expand its offerings following the 2022 acquisition by LGT Group.
Business models
services
Customer segments
High Net Worth Individuals, Ultra High Net Worth Individuals, Family Offices, For Purpose Organisations
Geography
Australia, Global
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LGT Crestone Wealth Management Limited deploys privately-held capital. Cycles are short, decisions concentrated, and structures flexible (equity, convertible, revenue-share). Less brand premium, more underwriting on substance. VCboom tracks LGT Crestone Wealth Management Limited alongside 47,000+ other active investors, ranked weekly by recent-deal momentum, sector concentration, and partner activity.
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