At LGT Wealth Management, Investment Advisory is built on deep, trusted relationships; global insights, and long-term thinking. As a specialist wealth firm within the LGT Group, we focus exclusively on high-net-worth and ultra-high-net-worth clients, as well as not-for-profit institutions.
Our advisory process begins with an understanding of your unique situation, objectives, values, and risk tolerance. This foundation allows us to build a strategy that is purpose-built for your personal circumstances.
We then draw on our network of global and local research providers to assess the current economic landscape - identifying where risks and opportunities lie across markets and asset classes. These insights are curated by our Chief Investment Office, led by Chief Investment Officer Scott Haslem, into what we call the “house view”, reflecting our best thinking on how economies and asset classes are likely to perform, and where portfolios should be overweight or underweight.
Working closely with your dedicated investment advisory team, we use this strategic framework to construct a tailored investment strategy. We then select from our portfolio solutions, investment opportunities, and top-tier managers to build a portfolio designed to achieve your goals.
Importantly, this is not a set-and-forget approach. We meet with you regularly - typically quarterly - to review performance, test assumptions, and refine your strategy as needed. Whether market conditions shift or your personal circumstances evolve, we ensure your portfolio remains aligned with what you’re hoping to achieve.
LGT Wealth Management’s service model is designed to support every aspect of your financial journey. We offer:
Our advisers are supported not only by one of Australia’s largest in-house investment teams - covering capital markets, asset allocation, public and private markets, and sustainability - but also by the global LGT Group, one of the world’s leading international private banking and asset management firms. This powerful combination of global scale and deep local expertise enables us to deliver world class investment strategies with a distinctly personal approach.
*Eligibility criteria apply