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.
Media
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...
Media
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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