Crestone Wealth Management
Crestone Wealth Management (now LGT Wealth Management Australia) is a Sydney-based private wealth advisory firm serving ultra high net worth families, family offices, and for-purpose organisations across Australia. It is wholly owned by Liechtenstein-based LGT, a family-owned wealth management group with over 100 years of global heritage.
- Company typePrivate
- Founded2015
- HeadquartersSydney, Australia
- Headcount251–500
- GTM typeB2B
- OfferingServices
What Crestone Wealth Management does
Crestone Wealth Management, now operating as LGT Wealth Management Australia, is a Sydney-based private wealth advisory firm that serves ultra high net worth families, family offices, and for-purpose organisations across Australia. The firm is wholly owned by LGT, a Liechtenstein-based family-owned wealth management group with more than 100 years of global heritage in private wealth management. The Australian legal entity, LGT Wealth Management Limited (ABN 50 005 311 937), operates under Australian Financial Services Licence 231127 and is led by CEO Michael Chisholm, with Leigh Clifford as Chairman and Kevin Wan Lum as Deputy Chief Investment Officer.
The firm delivers an integrated private wealth platform built around five core service lines: Investment Advisory, Family Advisory, Alternative Investments, Philanthropy Advisory, and Sustainable Investing. Service is delivered through a network of dedicated private wealth advisers operating under a deliberately low client-to-adviser ratio, supported by a secure client portal for existing clients. The alternative investments capability is sourced through the LGT network, providing access to hedge funds, private equity, venture capital, and real assets that would typically be unavailable to a standalone Australian boutique.
The business operates on recurring fee-based revenue typical of private wealth management, most likely AUM-based and advisory fees, with no public pricing disclosure and eligibility criteria gating new client engagement. Distribution is direct and consultative: prospective clients engage through private wealth advisers via referrals and direct enquiry, with no digital self-service acquisition channel. The parent group's over half a trillion Australian dollars in assets under management provides institutional scale, buying power, and global market presence that materially strengthens the Australian franchise's competitive position.
Crestone Wealth Management firmographics
Firmographics- Name
- Crestone Wealth Management
- Legal name
- LGT Wealth Management Limited
- Website
- https://crestone.com.au
- Company type
- Private
- Founded year
- 2015
- Operating status
- Operating
- Headcount range
- 251–500 employees
- Short description
- Crestone Wealth Management (now LGT Wealth Management Australia) is a Sydney-based private wealth advisory firm serving ultra high net worth families, family offices, and for-purpose organisations across Australia. It is wholly owned by Liechtenstein-based LGT, a family-owned wealth management group with over 100 years of global heritage.
- Ownership category
- akta.pro rank
Crestone Wealth Management industry classification
Industry- Product category
- Private Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991), Funds, Trusts, and Other Financial Vehicles (525)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Private Banking & UHNW Wealth Advisory (FSAEABAC)
- akta.pro secondary industries
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA), Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH), Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC)
Keywords
Where Crestone Wealth Management is headquartered
LocationHeadquarters
- HQ city
- Sydney
- HQ country
- Australia
- HQ region
- Oceania
Offices1 record
Markets served
Crestone Wealth Management business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Private Wealth Management Fees: Wealth management services provided to high net worth clients, likely structured as AUM-based fees or advisory fees typical of private wealth management firms.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels4 records
Crestone Wealth Management product offering
Product offeringCore offering
Crestone Wealth Management (operating as LGT Wealth Management Australia) provides private wealth advice services to high net worth and ultra high net worth families, family offices, and for purpose organisations. The company delivers integrated advisory solutions spanning investment advisory, family advisory (wealth transfer and legacy planning), alternative investments, philanthropy advisory, and sustainable investing, supported by a client portal for portfolio access.
Product overview
LGT Wealth Management Australia is a unified private wealth management platform offering integrated advisory services for high net worth and ultra high net worth families, family offices, and for purpose organisations. The core offering consists of five integrated service lines: Investment Advisory, Family Advisory, Alternative Investments, Philanthropy Advisory, and Sustainable Investing. These services are supported by a Client Portal providing digital access for existing clients. The platform is delivered through a network of dedicated investment advisers and is wholly owned by LGT, one of the largest family-owned wealth management firms globally.
Differentiator
Problem solved
Functional benefit
Products and services
- Investment Advisory
- Family Advisory Wealth transfer and legacy planning services helping families structure and protect generational wealth through structured frameworks.
- Alternative Investments Access to hedge funds, private equity, venture capital and real assets through the LGT network, enabling portfolio diversification beyond traditional asset classes.
- Philanthropy Advisory Advisory services helping clients structure philanthropic activities to generate social and financial returns aligned with their values.
- Sustainable Investing Bespoke sustainability tools and ESG-focused investment strategies enabling clients to align investments with environmental and social considerations.
- Client Portal Secure online portal for existing clients to access and manage their wealth management accounts and portfolios.
Companies that use Crestone Wealth Management
Customer profileSegments3 records
Ideal customer profiles3 records
Crestone Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Crestone Wealth Management partnerships and signals
Strategic signalScale indicators2 records
Recent moves5 records
Expansion highlights4 records
Crestone Wealth Management competitors and assessment
Company assessmentDirect peers
- Macquarie Private Bank: Macquarie's private banking division provides bespoke wealth management to UHNW Australian clients, competing head-on with LGT/Crestone on investment advisory, alternatives access, and family-office-style services. It is one of the most entrenched domestic private wealth platforms.
- ANZ Private Bank: ANZ Private Bank serves HNW and UHNW Australian families with investment advisory, wealth structuring, and family office services. It is a direct competitor on client segment, product breadth, and adviser-led distribution.
- Westpac Private Bank: Westpac Private Bank delivers personalised wealth management to UHNW clients across Australia, with offerings in investment advice, estate planning, and intergenerational wealth transfer, directly overlapping Crestone/LGT's service mix.
- NAB Private Wealth: NAB's private wealth division serves UHNW Australian families with investment advisory, wealth structuring, and trustee services. It is a direct peer on client segment and service lines including family advisory.
- Ord Minnett: Ord Minnett is one of Australia's largest independent private wealth managers, offering investment advisory, portfolio management, and superannuation services to HNW and UHNW clients, directly comparable on model and segment.
- Shaw and Partners: Shaw and Partners is an Australian independent wealth and investment firm providing advice, portfolio management, and private wealth services to HNW individuals, family offices, and institutions, overlapping the Crestone/LGT client base.
- Morgans Wealth: Morgans is an Australian full-service stockbroking and wealth management firm with adviser-led private wealth services to HNW clients across states, providing direct competition on investment advisory and portfolio management.
- JBWere: JBWere (part of NAB group) is a leading Australian private wealth manager focused on UHNW families, providing investment advice, wealth structuring, and philanthropy services, directly mirroring Crestone/LGT's UHNW positioning.
- Gresham Partners: Gresham Partners is an independent Australian advisory and private wealth firm serving UHNW families, family offices, and foundations with bespoke investment and strategic advice, competing most directly on segment and service depth.
Broad incumbents
- UBS Wealth Management Australia: UBS's Australian wealth management arm is part of a global private wealth franchise serving UHNW clients with investment advisory, alternatives, and cross-border services, competing on the same client segment with broader global product set.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Crestone Wealth Management social profiles
Digital presenceCrestone Wealth Management compliance and trust
Trust signalCompliance1 record
Crestone Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Crestone Wealth Management leadership team
Management profileNumber of profiles
Profiles3 records
Crestone Wealth Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Crestone Wealth Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Crestone Wealth Management
What does Crestone Wealth Management do?
Crestone Wealth Management (operating as LGT Wealth Management Australia) provides private wealth advice services to high net worth and ultra high net worth families, family offices, and for purpose organisations. The company delivers integrated advisory solutions spanning investment advisory, family advisory (wealth transfer and legacy planning), alternative investments, philanthropy advisory, and sustainable investing, supported by a client portal for portfolio access.
Is Crestone Wealth Management a public or private company?
Crestone Wealth Management is a private company. It is classified as corporate owned and is currently operating.
When was Crestone Wealth Management founded?
Crestone Wealth Management was founded in 2015. It employs 251 to 500 people.
Where is Crestone Wealth Management based?
Crestone Wealth Management is headquartered in Sydney, Australia, in the Oceania region.
How does Crestone Wealth Management make money?
One revenue line is on record: private Wealth Management Fees.
Who are Crestone Wealth Management's main competitors?
Direct peers on record are Macquarie Private Bank, ANZ Private Bank, Westpac Private Bank, NAB Private Wealth, Ord Minnett, Shaw and Partners, Morgans Wealth, JBWere and Gresham Partners. UBS Wealth Management Australia is listed as a broad incumbent.
Does Crestone Wealth Management have an API?
No public API is recorded for Crestone Wealth Management.
What industry is Crestone Wealth Management in?
Crestone Wealth Management's product category is Private Wealth Management. Its primary akta.pro industry code is FSAEABAC, Private Banking & UHNW Wealth Advisory, with a secondary code of FSAEABAA, Registered Investment Advisor (RIA) Wealth Management. Its NAICS code is 523940 and its SIC code is 6282.