Scott Haslem

LGT Crestone Wealth Management Ltd. (LGT Crestone) is a wealth management firm headquartered in Sydney, Australia. The firm was founded in 1999 when Mike Chisholm led an MBO of UBS Wealth Management Australia. In 2022, they became a wholly-owned subsidiary of LGT Group Foundation, a family-owned private banking and asset management group owned by the Princely Family of Liechtenstein. LGT Crestone provides private wealth advice services to high net worth and ultra-high net worth families, family offices and for purpose organizations.

UBS Securities Australia Ltd. is a brokerage firm headquartered in Melbourne, Australia. The firm is a wholly-owned subsidiary of UBG AG, which is owned by UBS Group AG (SWX: UBSG) in Switzerland. UBS Securities Australia offers execution and settles trade in ASX quoted financial products for private investors.