Our company Forward-looking for generations

At LGT Wealth Management, our mission is to help our clients unlock the true value of their wealth. According to the annual Investment Product & Advice Needs survey, we are the home of Australia’s most satisfied clients in wealth. 

Our global legacy

LGT Wealth Management is part of the LGT Group, a leading international private banking and asset management group that has been fully controlled by the Liechtenstein Princely Family for over 90 years. The video below reflects the rich European heritage of our parent company, LGT.

Forward-thinking for Generations

Our strengths

At LGT Wealth Management, our foundation is built on integrity, stability, and a century of trusted stewardship. As part of the LGT Group - one of the world’s leading international private banking and asset management groups - we combine global scale with a deeply personal approach. Our heritage, backed by the Princely Family of Liechtenstein, reflects a commitment to long-term relationships and wealth management across generations.

In Australia, we bring this legacy to life through a client-first philosophy and market-leading expertise. Our ambition is to lead the Australian private wealth market. With a purpose-built platform and a team of specialists, we deliver tailored strategies that reflect each client’s goals, values, and vision for the future.

An entrepreneurial approach to wealth advice

LGT Wealth Management in Australia is the product of two powerful legacies - our local heritage as Crestone and the global strength of the LGT Group. From our Australian heritage dating back to 1935 with Ian Potter & Co, to management buyout of UBS Wealth Management, to becoming part of one of the world's leading private banks, our story reflects a commitment to stability, independence, and client-first values.

1935

Ian Potter & Co.

Ian Potter sets up his own stock broking firm, which soon becomes one of the two leading firms on the Melbourne Stock Exchange. 

1967

Potter Partners

Following Ian Potter's retirement, the firm changes name to Potter Partners Limited. 

1990

Potter Warburg

Following the merger of Potter Partners with SG Warburg, the name is changed to Potter Warburg.

2000

UBS Warburg

It is later called UBS Warburg Private Clients, following the mergers of Potter Warburg with Swiss Bank Corporation, and Swiss Bank Corporation with Union Bank of Switzerland. 

2003

UBS Private Clients

The firm changes its name to UBS Private Clients.

2006

UBS Wealth Management

The name is changed to UBS Wealth Management Australia Limited. 

2015

Crestone

In 2015 management and advisers bought the former UBS Wealth Management to become Crestone Wealth Management Limited. 

2022

LGT Crestone

In 2022 Crestone shareholders voted in favour of LGT acquiring the firm to leverage the scale and access of a multinational, while maintaining a private ownership model. The company is renamed to LGT Crestone.

2025

LGT Wealth Management

LGT Crestone rebrands to LGT Wealth Management marking a strategic step to elevate its presence in Australia. The new name reflects the firm's global strength, deep client focus, and ambition - combined with a distinct Australian look and feel.

Award-winning expertise

Best private bank for alternatives

Financial Times publications, Professional Wealth Management (PWM) and the Banker 2024

Best private bank in Asia for the next generation

Financial Times publications, Professional Wealth Management (PWM) and the Banker 2024

Best private bank for ESG investing

WealthBriefing for Good Awards 2024

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