Specialised advice for AFL Players
Improve your financial literacy with LGT Crestone
Improve your financial literacy with LGT Crestone
As a privately owned firm, we’re focused on long term results for clients, not short-term profits for shareholders - building solid, stable, balanced portfolios to last generations.
With over $423b in capital, LGT provides buying power and security.
A global perspective: As a part of LGT we have people on the ground in all major investment markets, giving you deep insights from around the world.
Asset allocation is one of the most important elements of investing. Put simply, it provides a framework for optimising the risk and reward of your investment portfolio over a medium to long-term time frame. This involves identifying and allocating to the right mix of asset classes to reflect your investment goals, risk tolerance and investment horizon.
Read moreAlternatives are best thought of as a diverse range of assets that exists outside traditional investments like publicly-traded equities, fixed income securities and cash. Given the differing return characteristics and drivers of risk among alternatives, they can add a variety of features to a portfolio. In particular, they can increase the return potential of a portfolio and also enhance diversification. This is because their return profiles are typically uncorrelated, or have a lower correlation, to broader market swings. They can also be used to facilitate specific outcomes or themes—such as liability matching, cash flow stability or inflation protection.
Read moreFixed income can be viewed as a form of debt, like an ‘IOU’. When you purchase fixed income, or a bond as it is commonly referred to, you are lending money to the issuer of that bond—the borrower. In return for the loan, the borrower promises to pay you a specified rate of return (or coupon) during the life of the bond, and to repay the face value of the bond (the par value) when it matures.
Read moreEquities (or stocks or shares as they’re often referred to) are units of ownership in a company. Equities can be either private or publicly listed—depending on whether the underlying company is privately held or publicly listed on a stock exchange, such as the Australian Securities Exchange (ASX). Listed equities are fully transferable without restrictions on the appropriate exchange.
Read moreOur private wealth advisers provide a trusted and consistent approach to providing investment advice to enhance and preserve your wealth.
From Chief Investment Officer Scott Haslem
James began his career in wealth management 22 years ago at JBWere & Son (subsequently Goldman Sachs JBWere). His strong analytical and portfolio management skills, together with an engaging and personable approach, have seen James forge highly successful long-term relationships with his clients, a number of whom are still with him today. James moved to UBS Wealth Management in 2005 where he spent a decade building his practice, before joining Crestone as a partner in 2016.
James works with a broad spectrum of clients, ranging from senior executives of listed companies, families with multi-generational wealth management requirements, to charitable and not-for-profit organisations. He applies discipline, rigour and a strong focus on risk management to each and every portfolio he manages. Over time, James has sought to limit the number of clients he services so that each relationship can remain his absolute priority.
With his old-fashioned approach to client service: "Put your client first, second, and third - always", says James, he strives to achieve outcomes that exceed client expectations, whilst maintaining an informed perspective on the financial world around him.
James holds Bachelor of Commerce and Bachelor of Arts degrees from the University of Melbourne, and a Graduate Diploma of Applied Finance and Investment.
With over 35 years’ experience in investment banking and wealth management, Geoff Stansen has a level of experience that is as rare as it is valuable. During his career, Geoff has worked across various international markets, and has ridden the ups and downs of market cycles. From this, he’s gained a unique ability to see the bigger picture—and Geoff’s enduring client relationships reflect this sense of perspective.
Now an investment adviser at LGT Crestone, Geoff specialises in working with wealthy families who want to ensure their investments are structured and working appropriately. This may involve superannuation strategies, discussions about asset protection and allocation, trusts, tax optimisation, liquidity events or inter-generational wealth transfer. It may even involve reviewing and restructuring wills and powers of attorney. Whatever the situation, Geoff’s approach is the same—he listens closely, communicates clearly, and provides advice based on sound strategic insight rather than emotion. While family wealth is often complex and constantly evolving, Geoff relishes the challenge and variety his work brings. He finds nothing more satisfying than executing long-term strategies that enable his clients to achieve their goals—whether that means securing their assets, supporting their lifestyle or creating a legacy for the future. By focusing his attentions on a small number of families, Geoff ensures his relationships with clients are genuinely personal and flexible. When clients work with him, they can expect undivided attention and unparalleled insight—and confidence, clarity and control over their wealth now and in the future.
