Pacific Equity Partners (PEP)
Invest in line with your focus on private markets with a customised offer from LGT Crestone
Invest in line with your focus on private markets with a customised offer from LGT Crestone
Access global opportunities and limit your currency risk exposure by borrowing through a multi-currency facility offered in any one of the following currencies: AUD, CAD, CHF, EUR, GBP, HKD, JPY, NZD, USD.
Holding all your investment assets on the LGT Crestone platform allows you to benefit from consolidated reporting, including tax reporting, and a daily credit position report for the Lombard Facility.
Enjoy the peace of mind of dealing with LGT, the largest privately-owned wealth manager in the world. With a dedicated Australian-based Credit team we pride our selves on the level of service we are able to offer our Australian clients.
Our private wealth advisers provide a trusted and consistent approach to providing investment advice to enhance and preserve your wealth.
Your LGT Crestone Investment Adviser is supported by our 19-person Chief Investment Office led by Scott Haslem.
Meet our Chief Investment OfficeWe work with our strategic partners to deliver investments across global markets, the safekeeping of assets, and sophisticated cash management services available in multiple currencies and asset classes.
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.
More about alternativesWe're committed to helping you take control of your financial health by providing you with information to make informed investment decisions. Access our library below to learn about basic investing concepts, asset allocation and asset classes.
An LGT Crestone Investment Adviser can help work out the best investment strategy to meet your long term goals.
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 moreFrom Chief Investment Officer Scott Haslem
In 2016, Jarrod became a founding shareholder of Crestone, having worked at UBS Wealth Management for two years, in a top-performing advisory team.
Jarrod works with a diverse range of clients (including family offices, SMSF clients, charities and individuals in Australia and overseas) to build customised portfolio solutions that leverage LGT Crestone’s sophisticated global investment capability. Jarrod works closely with Crestone’s Chief Investment Office, led by Scott Haslem, to determine the appropriate strategic and tactical asset allocation for his clients, allowing him to spend more time identifying key investment thematics and bottom-up investment ideas, where he focuses particularly on global equities, private equity and venture capital.
Jarrod began his career in finance as a portfolio manager at Leyland Private Asset Management while playing for the Melbourne Rebels as a professional Rugby Union player. Prior to that, he had a successful career with the NRL winning a premiership with the St George Illawarra Dragons. Jarrod has a strong focus on driving team culture and he brings a unique set of qualities to his role. He possesses the discipline and determination to thrive in a results-driven environment, where giving trusted and objective advice is his highest priority.
Jarrod holds a Bachelor of Applied Business, is RG146 compliant and is a Level 1 options trader. In addition to his work as an investment adviser, he supports various charitable organisations, including the Sohn Hearts and Minds Investment Conference, Batting for Change, Sydney Rotary, and serves as a board member for the Sydney University Rugby Club Foundation.
Daniel has spent more than 15 years developing exceptional investment knowledge to deliver successful outcomes for his clients. With a speciality in managing fixed income portfolios, he also takes a proactive approach to asset allocation, which he considers the core to any client’s investment portfolio and return expectations. In 2016, Daniel became a founding shareholder and partner of Crestone having worked previously at UBS Wealth Management for more than 12 years. Prior to joining UBS Wealth Management he served as an adviser at Dais Investment Management.
Daniel works with a range of clients, including family offices, ultra-high net worth individuals and foundations. Together with his team and business partner, Joanna Veitch, he draws on LGT Crestone’s Investment, Product and Services team, which provides access to global research, asset allocation modelling and best-in-class partnerships, enabling the construction of sophisticated and unique solutions for his clients.
As well as holding a Bachelor of Arts (Hons 1) from Sydney University, Daniel has a Master of Commerce from Sydney University, and a Master of Applied Finance from Kaplan. He is also RG146 compliant and is ADA Level 1 and 2 accredited. Outside of his work as an investment adviser Daniel is a father and also supports various charitable organisations.
Tristram Sheehan has over 20 years of international financial services experience, joining LGT Crestone as an Investment Adviser. Tristram looks after Australian High Net Worth families addressing wealth management needs ranging from discretionary and advisory global investment solutions through institutional-level cross asset trading to mortgage, margin and real assets lending. Along with extensive specialist advisory teams, Tristram ensures his clients are provided the most effective, tailored and ongoing advice.
Prior to LGT Crestone, Tristram pursued a career in Wealth at Credit Suisse in Australia. Tristram’s career started in London where he worked at Barclays specialised in Equity / Futures Trading and Prime Brokerage.
Jim joined LGT Crestone in 2019 from KPMG where he was a consultant. Previous to that he was a professional rugby player for the Waratahs.
Jim is passionate about building diversified portfolios on behalf of high net wealth clients, family offices and not for profits. He is known for his ability to build long term relationships and his impeccable attention to detail.
He has a Bachelor of Arts and a Masters in Business Management from The University of Sydney.
