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Wealthy but wary - examining the generational transfer

Mike Chisholm shares 2025 state of wealth insights: $4 trillion in assets, HNW up 10%, UHNW up 19%, private market allocations rising, wealth transfer accelerating, and estate planning remains a major unmet need.
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Volatility ahead of momentum AI shift

Todd Hoare from LGT Wealth Management expresses confidence about global equities heading into 2026, following an extraordinary three-year run. Hoare points out that while an 80% rolling three-year return is remarkable, history shows it is unusual, though not unprecedented, for markets to...
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CIO reveals three simple rules wealthy investors use to protect their portfolio

Scott Haslem LGT Wealth Management CIO shares his three simple rules to keep your portfolio out of trouble. Written for and published in The Australian.
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Australia’s $4trn wealth surge: Are you one of the 760,000?

A look inside the portfolios of the wealthiest investors reveals a structural shift toward private equity and credit.
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The reflation scenario for 2026

Matthew Tan from LGT Wealth Management outlines a constructive outlook for markets, stating that both trade and geopolitical uncertainty have likely peaked, marking a shift in positioning towards a reflation theme in 2026.
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Why our sharemarket is heading for a bleak future

A collapse in R&D spending is crimping Australia’s long-term growth potential and shrinking the pool of globally competitive companies worth owning. Written by Todd Hoare and published in the AFR.
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LGT Group chair Prince Max warns against abandoning ESG principles

The chair of the Liechtenstein Royal family’s global private bank warns investors against turning their backs on ESG investing, declaring those who embrace change will ultimately thrive. Written by Damon Kitney and published in The Australian
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The evolution of private markets

LGT Wealth Management Head of Private Markets and Hamilton Lane Co-Executive Chairman Mario Giannini discuss the evolution of private markets.
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LGT Crestone announces rebrand to LGT Wealth Management, marking next phase of growth in Australia

LGT Crestone, one of Australia’s largest private wealth management firms, is proud to announce its rebrand to LGT Wealth Management Australia.

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