JC
Jade Campbell
National Associate Manager at Lgt Crestone Wealth Management
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Work Experience
National Associate Manager
Sep 2022 - Present · 2 years and 4 months
Governance Distribution Manager
Oct 2021 - Nov 2022 · 1 years and 1 months
Practice Manager, Financial Planning
Aug 2017 - Jan 2021 · 3 years and 5 months
Company Details
LGT Crestone is one of the largest family-owned wealth management firms in the world - bringing together the deep trusted relationship of a local firm with the strength and security of a multinational. 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. LGT Crestone now has over 300 employees, including over 100 investment advisers who have worked together for an average of 10 years. It has offices in Adelaide, Brisbane, Melbourne and Sydney. Find out more at lgtcrestone.com.au .
Year Founded
2015
Social Media
Linkedin
Industry
Financial Services
HQ Location
2 Chifley Square Level 32, Chifley Tower Sydney, NSW 2000, AU
Keywords
Wealth ManagementPortfolio ConstructioNot For ProfitsEntrepreneursEstablished FamiliesSustainable InvestingPhilanthropyIntergenerational Wealth TransferAlternative InvestmentsPortfolio Construction
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