About LGT Crestone
LGT Crestone is a company founded in 1935. It operates as a B2B, and Advisory Services. LGT Crestone offers products and services including Wealth Management Services, Sustainable Investing, Intergenerational Wealth, and Philanthropy Support. LGT Crestone operates in a competitive market with competitors including Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Raymond James, among others.
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Sectors
Financial Services
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Website
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Social
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- Legal Name Lgt Crestone Wealth Management Limited
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Annual Revenue
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Products & Services of LGT Crestone
LGT Crestone offers a comprehensive portfolio of products and services, including Wealth Management Services, Sustainable Investing, Intergenerational Wealth, and Philanthropy Support. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Provides investment advice and portfolio management for high net worth clients.
Offers strategies for ethical and sustainable investment opportunities.
Assists in wealth transfer and legacy planning for families.
Guides on structures for charitable giving and social impact.
Funding Insights of LGT Crestone
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by LGT Crestone
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - LGT Crestone
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Lgt Crestone Comparisons
Competitors of LGT Crestone
LGT Crestone operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Raymond James, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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Business consulting services are provided to banks and lending institutions.
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HR, insurance, and liability services are provided by Alera Group.
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| domain | founded_year | HQ Location |
Bank offering diversified financial services
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| domain | founded_year | HQ Location |
Provider of wealth management services
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| domain | founded_year | HQ Location |
M&A advisory, capital markets, and wealth management services are offered.
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| domain | founded_year | HQ Location |
A full-service stockbroker offering diverse investment options in India.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about LGT Crestone
When was LGT Crestone founded?
LGT Crestone was founded in 1935.
What does LGT Crestone do?
LGT Crestone is a wealth management firm owned by LGT, offering bespoke advisory services to high net worth families, family offices, and organizations. It focuses on investment strategies, sustainable investing, intergenerational wealth transfer, and philanthropy support. Based primarily in Australia with a global network, it emphasizes long-term results and diversified portfolios through expert guidance.
Who are the top competitors of LGT Crestone?
LGT Crestone's top competitors include Focus Financial Partners, Alera Group and Raymond James.
What products or services does LGT Crestone offer?
LGT Crestone offers Wealth Management Services, Sustainable Investing, Intergenerational Wealth, and Philanthropy Support.