Jie Wu is a seasoned investment adviser with over 18 years’ experience in the banking and finance industry. He understands the complexities of managing Asian UHNW/HNW investors and family offices crafted through years of experience in finance, the majority of which were in private banking.

He joined LGT Crestone from Wingate, a prominent Australian private markets finance and investment house, where he served as a Director. With over three years at Wingate, he played a pivotal role in providing Asian investors with access to the company's highly regarded short and medium-term private debt investments.

Prior to his role at Wingate, Jie Wu spent almost five years as a Senior Private Banker at NAB. He managed Asian UHNW clients and family offices, particularly SIV (Significant Investor Visa/188C) individuals, by assisting them with their complex wealth management decisions. 

Jie started his career at Citibank in 2005 after completing his Master of Business Administration (MBA) from Monash University. He held various roles in Citi where he assisted Asian UHNW/HNW individuals’ investment needs by providing investment advice for sophisticated products, including managed fund, structure products, bonds, and derivatives. In 2014 he moved to Westpac where he continued to look after the same segment clients.

He is passionate about helping his clients to achieve their financial goals and objectives. He believes this can be achieved by building up long term relationships, working diligently with clients, developing, and implementing the strategies that assist them in attaining their personal plans and making sure it will always in the best interests of the client. 

Jie is fluent in Mandarin and holds a Diploma in Financial Planning.
 

Adrian is a trusted investment adviser with over 25 years of experience in financial markets and investments. A Chartered Accountant (CA ANZ), his career began in wealth management, tax planning, and financial & risk management with National Australian Financial Management (now MLC), a boutique tax firm, and the Australian Wheat Board (AWB Limited). This foundational period developed his analytical skills and attention to detail.

Adrian furthered his expertise by completing a Master of Applied Finance and spent 8 years in London, working in Structured Credit at Morgan Stanley, Portfolio Management at Barclays Capital, and Institutional Equities Sales at Credit Suisse. He later relocated to Singapore with Credit Suisse to expand their Southeast Asian business, learning the value of diligence, integrity, and transparency in building lasting trust.

Returning to Australia in 2013, Adrian worked with Perpetual Private and the NAB Income & Investment Solutions team, servicing high-net-worth and ultra-high-net-worth clients. He enhanced his technical expertise by completing a Diploma in Financial Planning and the AFMA Diploma in Financial Markets. Before joining LGT Crestone, Adrian was Executive Director and Head of Investor Services at Wingate, providing alternative private debt and property investments to UHNW/HNW individuals, family offices, and wealthy migrants.

With his diverse global experience across various asset classes, Adrian is well-equipped to navigate the complexities of investing and provide expert advice to his clients.

Yvonne is a passionate Investment Adviser and Private Banker with over 15 years of experience, who genuinely enjoys working with her clients in managing their financial affairs. Her portfolio includes Ultra High Net Worth individuals and families as well as investors within Australia and across Asia. She prides herself as a trusted adviser who puts her clients’ needs first.   
 
Yvonne’s commitment to deliver the best possible outcome for her clients, often see her diligently collaborating with her clients’ accountants and lawyers. As a result of her work ethics and dedication, Yvonne was instrumental in establishing and building the Asian Business Segment during her time at ANZ Private and Credit Suisse Australia. 

Amy Low is a Partner and Investment Adviser at LGT Crestone. Amy provides clients with strategic investment advice and portfolio construction, reflecting their unique circumstances, overall balance sheet, sustainability and intergenerational wealth preferences. Amy ensures and prefers her clients to be engaged and actively involved in their investment portfolio, enabling them to understand and gain comfort with the decision making process.

Amy has been in financial markets for over 13 years, having spent 7 years at UBS Sydney and Hong Kong in both the Investment Bank and Wealth Management arms prior to joining Crestone in 2016. Together with her team, she provides investment advice to high net worth individuals, non for profits, associations and family offices.

Amy completed a Bachelor of Commerce at the University of New South Wales and was awarded the Dean’s Award for Academic Excellence. 

Amanda has over 23 years of experience specialising in multi-generational wealth, investment and stewardship strategies.

Prior to joining LGT Crestone, Amanda was a Partner and Head of Family Wealth Advisory at a boutique firm, leading a team focused on family offices, executives, for-purpose organisations and families of wealth. Prior to this, Amanda worked at JBWere and Goldman Sachs JBWere for over 21 years, including as an Executive Director leading the Family Advisory offering for Family Offices and ultra-high net worth individuals. Amanda has experience with a range of sophisticated investment solutions for Family Offices.

Amanda has a drive to enhance investment and wealth solutions for clients at LGT Crestone, drawing upon the deep global expertise across the group and one of Europe’s enduring and successful royal families with 900 years of tradition, stability and entrepreneurial spirit; which is values-focused and forward-looking for generations.

Amanda is passionate about bringing deep stewardship lessons from centuries of wealth held across Europe and the USA, adapted for our times; to help find impactful solutions that deliver tangible outcomes aligned to clients’ purpose.

With over 20 years banking & finance experience, Ida has private banking track history across Credit Suisse Private Bank (Sydney) and Westpac Group’s Private Banks (Adelaide).  She has advised high-net-worth families, business owners and non-for-profit organisations, including volunteering to and fundraising for charities for over 25 years. Ida is a Fellow of Financial Services Institute of Australasia (FINSIA), Regional Councillor of FINSIA SA & NT; a graduate of Australian Institute of Company Directors (AICD), and member of the Stockbrokers and Financial Advisers Association. 

Phenie is an experienced associate in the wealth management industry with a strong background in assisting investment advisers and their clients in portfolio management and day-to-day administrative inquiries. With over 8 years of experience, Phenie has developed a deep understanding of the industry and a passion for delivering exceptional client service.

Before joining LGT Crestone, Phenie held key roles at Goldman Sachs, UBS and Morgan Stanley in Hong Kong. From 2015 to 2023, she served as a client service associate, providing comprehensive support to ultra-high-net-worth clients. Her responsibilities included facilitating trade executions, managing onboarding processes, and addressing various administrative inquiries.

In addition to her wealth management expertise, Phenie is fluent in Cantonese and Mandarin, which allows her to effectively communicate and build relationship with a diverse clientele.

Scott Haslem heads up the Investment, Product and Services division at LGT Crestone Wealth Management, and leads the Chief Investment Office. The Chief Investment Office covers strategic and tactical asset allocation, portfolio construction and manager selection across equities, fixed income and alternative assets.

Prior to joining LGT Crestone, Scott was most recently Managing Director and Chief Economist, Head of Macro Research for Australia and New Zealand at UBS. While at UBS he led a consistently top-rated economics team for more than 10 years, while being individually rated the number one broking economist for 10 of the past 11 years. Scott has more than 25 years’ experience in global financial markets and investment banking, providing extensive economics research and investment strategy across the equities and fixed income markets, engaging with fund managers, superannuation funds and wealth management clients. Prior to joining UBS in 1998, he spent seven years working for the Reserve Bank of Australia, primarily in economic forecasting. Scott holds a degree with Honours in Economics from the University of Queensland and a Master of Economics degree from the Australian National University.

Before his role with the firm, Kevin Wan Lum worked at LGIAsuper, leading the investment team most recently as Deputy CIO. He was responsible for the oversight of the fund’s investment performance and strategy across the full range of risk profiles and its ESG integration and sustainability goals. 

Kevin also led the co-investment/direct investment program across property, infrastructure and private equity, including impact investment. Prior to that, he was Energy Super CIO - before its merger with LGIAsuper. 

During his four years at VicSuper, he was also Head of Real Assets and Alternatives/Senior Portfolio Manager and Acting Chief Investment Officer at VicSuper. In this role, he lead the alternatives program reconfiguration, including global infrastructure and PE, domestic infrastructure and local and offshore co-investment programs.

Prior to joining VicSuper, Mr Wan Lum held several portfolio manager roles at Ibbotson Associates, Antipodean Capital Management and QIC, focusing on domestic and global equities, multimanager models and portfolio construction.

With a career spanning 30 years and a multitude of global markets, James Williams has developed a wealth of knowledge that’s nothing short of remarkable. As part of the Investment Product Services team, James plays a pivotal role in developing, fine-tuning and communicating the firm’s offering, with particular emphasis on fixed income and capital market opportunities.

Originally hailing from London, James started in the finance industry in 1984 at Société Générale where he spent 23 years, primarily as the Director of Credit Trading. After being seconded to the Australian office, James went on to become Global Head of Credit Trading for ANZ, where his combination of international perspective and deep market knowledge proved a major asset. In 2013, he accepted the role of Head of Fixed Income at UBS Wealth Management, attracted by the firm’s clear focus on investment diversification for high-net-worth individuals.

In 2016, together with a group of like-minded colleagues, James became a founding shareholder in Crestone. Working closely with the investment advisers, he constructs diversified portfolios for our clients, tailor-made in response to their goals and risk profiles. James also inspires the team with his strong passion and drive, and his capacity to motivate those around him to achieve their shared goals.
 

Amanda has over 18 years' experience in the investment management industry with a focus on sustainability.

Amanda has demonstrated history in providing strategic advice to clients, particularly in relation to ESG integration, shareholder engagement, impact investment, and assisting clients to embed these approaches throughout their portfolios.

Prior to joining LGT Crestone, Amanda was an Investment Director at Perpetual Private, providing strategic wealth advice to many of Australia's largest Not for Profit clients. Before that she was the lead ESG analyst at MLC Advice.

Amanda holds a Bachelor of Commerce (Finance & Economics) and a Masters in Applied Finance from Macquarie University.

Todd joined the firm in June 2017. In his current role he is responsible for global equities investment and advice. This involves procuring our recommended lists and ensuring that clients’ domestic and global equity exposures are in accordance with their requirements.

Todd began his career over 15 years ago as an analyst with National Australia Bank covering high yield equities, fixed income and more exotic instruments, such as collateralised debt obligations. 

In 2004, he moved to the institutional sales desk at UBS covering middle-market accounts before moving to Hong Kong where he covered some of Asia’s biggest fund managers. 

In 2007, Todd moved to Bank of America Merrill Lynch in a specialist equities sales role covering global accounts—firstly out of Hong Kong and then New York. In this role, he touched the full array of asset management and investment banking, advising corporates on capital raising activities (both primary and secondary), as well as advising clients on investment opportunities. 

In both Hong Kong and New York, he was rated number one salesperson, both internally and externally, by a variety of surveys. Upon his return to Australia in 2014, Todd took a double degree in Mathematics and Commerce, and joined a family office where he was responsible for its global equities portfolio.

As part of the Investment, Product and Services team, Stan works closely with the firm’s investment advisers to understand individual client goals and to deliver suitable portfolios. With 12 years’ experience in financial markets and managed investments research across multiple asset classes, Stan has a wealth of experience in constructing portfolios and developing strategies for clients. 

Before joining LGT Crestone in 2019, Stan worked as a consultant for asset management firm JANA Investment Advisers. In this role, he provided advice to a wide range of clients, including large super funds, charities and endowments, and also conducted research into managed funds. Prior to this, he worked for IG Markets and Australian Stock Report in research and investment strategy roles.

Stan holds a Bachelor of Commerce (Economics and Finance) from Rhodes University and a Master of Commerce (Finance and Financial Markets) from Deakin University.

Matthew joins LGT Crestone with over 12 years experience in investment strategy, research and asset allocation.

For the past seven years, he served as a Strategist in the Economics and Capital markets team at the Future Fund, where he played a crucial role in researching and analysing macroeconomic and capital market developments to inform asset allocation decisions. He was a key member of the multi-disciplinary team that conducted the research behind the Future Fund’s recently published New Investment Order framework.

Prior to that, Matthew held significant positions at Qantas Super and Mercer. At Qantas Super, he helped develop and enhance the firm's capital market valuation frameworks and risk systems, contributing to portfolio strategy and asset allocation decisions. Additionally, as a core member of Mercer's Capital Market Assumptions team, Matthew was responsible for managing the regular production of Mercer’s proprietary capital market assumptions and helping to develop internal modelling capabilities, including for alternative asset classes.

Matthew is a CFA® charterholder and holds a Bachelor of Aerospace Engineering and a Bachelor of Commerce (Finance).

Martin Randall is responsible for delivering and maintaining our investment offering across hedge funds, private equity and real assets. Engaging with local and global alternative asset firms, Martin’s focus is to source, perform due diligence and structure alternative investment solutions for our client base. He is also a member of the Investment Committee and further supports the firm’s investment offering across separately managed accounts, impact investments and structured products.

Martin joined UBS Wealth Management Australia Ltd in 2014 and transitioned to Crestone at launch in 2016. Prior to that, Martin worked in the UK for EFG Private Bank as Head of Structured Products, having started his career at Kleinwort Benson Private Bank (now Kleinwort Hambros), developing derivative and tax-based structured products for high-net-worth investors. Martin holds a BSc in Computer Science from the University of London.