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Watch | Navigating correlation challenges

LGT Crestone Senior Portfolio Manager Stan Shamu was featured on Ausbiz talking about the resilience of multi-asset portfolios in 2025, noting that despite ongoing volatility, portfolios are delivering positive returns. However, Stan highlighted a key challenge: the continued positive correlation between equities and bonds, which diminishes their traditional role as portfolio diversifiers during downturns.

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It's certainly looking like we are heading for a positive year despite all the volatility we have experienced.

Stan Shamu, LGT Wealth Management Head of Portfolio Management

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LGT Wealth Management Australia appoints Kaajal Prasad as new Head of Family Advisory

LGT Wealth Management Australia has appointed family governance specialist Kaajal Prasad as Head of Family Advisory, strengthening its commitment to helping Australian HNW and UHNW families preserve and pass on their wealth and values across generations.
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Watch | A New Global Investment Landscape

Matthew Tan, Head of Asset Allocation at LGT Wealth Management, explains why investors must look beyond today’s geopolitical headlines and instead focus on a deeper, structural transformation reshaping the global economy
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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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