Your dedicated Investment Team
We provide private wealth advice services to high net worth and ultra high net worth families, family offices and for purpose organisations, focused on long term results to last generations.
We provide private wealth advice services to high net worth and ultra high net worth families, family offices and for purpose organisations, focused on long term results to last generations.
Mr Poppi has 10 plus years’ experience and joins LGT Crestone from NAB Investor Sales, where he was previously an Associate Director. In this role, Mr Poppi was responsible for building and managing a portfolio of HNW investors and has a proven track record of building deep relationships with HNW and UHNW families.
With over 33 years in finance with 28 years working with High Net worth and Ultra High net worth families via Domestic and International Private Banks, this has provided Chris a deep understanding of family needs for intergenerational wealth, a strong understanding of client structures, philanthropy and Financial Markets/Investments.
Chris has previously coached many Advisors and Private Bankers in relationship management and holds high an ethical approach to both clients and the organisations to which he is a member with.
More recently Chris was in leadership roles for Financial Markets, however decided that his clients are his passion and has moved into a relationship role to assist his clients in the next stage of the life.
Chris resides in Queensland, and as a father of a special needs son, has been a board member of a Not for Profit that supports young people and families.
He holds qualifications in Financial Markets (AFMA), but it his understanding of clients that most clients value most.
Paris commenced her career at LGT Crestone in 2021 after working in accounts payable for Harvey Norman. Paris is passionate in supporting the advisory team, building rapport with the team’s valued client base and managing oversight of the daily administrative tasks. She completed her formal education at Queensland University of Technology, receiving a Bachelor of Business, majoring in Finance (Hons). Paris is diligent, delivering exceptional service to ensure a seamless client experience.
Our Investment Advisors are supported by Australia’s largest local Investment Strategy team, with an average of more than 20 years industry experience across capital markets, asset allocation, public and private markets, and sustainability. This team is then supported by the global research teams of the LGT Group.
From Chief Investment Officer Scott Haslem
A journey through 900 years of the Princely House of Liechtenstein
The history of the owner family of LGT has been closely connected with the country of Liechtenstein ever since Prince Karl ! (1569 to 1627), the first Prince of Liechtenstein.
Today, Liechtenstein is one of the most economically successful states in the world. Its values and traditions are as important to the Princely Family as they were nine centuries ago. These include respect friendliness, entrepreneurial commitment, a long term and holistic perspective, and the relentless pursuit of quality, innovation, and improvement.
"Our purpose is to help you unlock the true value of your wealth"
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 assets under management globally, LGT provides buying power and security. LGT Bank Ltd. is one of the few pure private banks whose credit quality is rated by both Moody’s and Standard & Poor’s.
We regularly source proprietary private market deals from our strategic partners to help our clients achieve a differentiated source of return for their investment portfolio.
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.
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