Family Office · Melbourne, VIC, Australia

LGT Crestone Wealth Management Limited

Active

What they invest in

LGT Crestone Wealth Management Limited is a leading wealth management firm based in Australia, formed through the acquisition of Crestone Wealth Management by LGT Group, a global private banking and asset management group. The company provides tailored investment advice, portfolio management, and financial planning services to high-net-worth individuals, family offices, and institutional clients. Headquartered in Sydney, LGT Crestone leverages LGT’s international expertise and resources while maintaining a strong local presence. The firm is recognized for its client-centric approach and has expanded its offerings since the acquisition, positioning itself as a prominent player in the Australian wealth management industry.

Who they back

SeedSeries A

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Why this firm matters for fundraising founders

LGT Crestone Wealth Management Limited deploys privately-held capital. Cycles are short, decisions concentrated, and structures flexible (equity, convertible, revenue-share). Less brand premium, more underwriting on substance. Claude Fundraiser tracks LGT Crestone Wealth Management Limited alongside 45,000+ other active investors, ranked weekly by recent-deal momentum, sector concentration, and partner activity.

At a glance

Based in
Australia
Website
www.lgtcrestone.com.au
LinkedIn
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