LGT Crestone

After an extensive search for the right buyer, CBA’s private wealth business has been sold to wholesale advice provider LGT Crestone, with the backing of its blueblood Liechtensteiner ownership group.

Knowing how much personality to inject into a professional advice veneer is a skill that needs to be learnt by all advisers, but practices also have a role to play in setting up the right systems, processes and cultural settings so that advisers are comfortable being their true self.