Investment markets can be volatile, uncertain, complex and ambiguous and every investor’s circumstances are different. My clients enjoy truly bespoke investment advice in pursuit of their objectives.

I have provided trusted personal investment advice to private clients continuously for the last 17 years through ever-changing market conditions. I now act mainly for entrepreneurial families, senior executives and specialists in law and medicine, to protect and grow their accumulated capital.

Originally trained as a scientist, I hold a bachelor’s degree with Honours in Genetics, a master’s degree in Applied Finance and the Chartered Wealth Manager designation awarded by the Chartered Institute for Securities and Investment in the City of London. I apply my combined scientific and investment training as a member of the Advisory Board for the UQ Queensland Brain Institute.

I assist my clients to identify and articulate their hopes and fears, their non-negotiable objectives and constraints. I then consider the prevailing investment risks and opportunities before formulating a individually managed investment strategy with resilience, agility and flexibility in mind.

Once set, ongoing review is essential. A well-managed investment strategy, like a well-tended garden, requires constant attention, planting, pruning and weeding.

Think about what is really important to you and your family and seek expert advice to achieve it. 

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.