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, family offices, and institutional clients. Headquartered in Sydney, LGT Crestone leverages LGT’s international expertise and resources while maintaining a strong local presence. The firm is recognized for its client-centric approach and has expanded its offerings since the acquisition, positioning itself as a prominent player in the Australian wealth management industry.
Business models
services
Customer segments
High net worth individuals, Ultra high net worth families, 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. VC Boom 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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