LGT Group is an independent international private banking and asset management firm based in Vaduz, Liechtenstein. Established in 1921, it has evolved from a small regional bank into a prominent multi-family office with over 3,400 employees across more than 20 locations worldwide. The firm remains fully controlled by the Liechtenstein Princely Family and focuses on managing clients' assets with diligence and rigor. In addition to private banking, LGT offers a range of services, including portfolio management, investment advisory, and philanthropy services, all overseen by its executive management team.
Crestone Wealth Management is an employee-owned investment manager headquartered in Brisbane, Queensland, with additional offices in Melbourne and Sydney. Previously known as UBS Wealth Management Australia Limited, the firm specializes in offering tailored advisory solutions to address the intricate financial requirements of clients across diverse market sectors.
LIQID Investments
Series D in 2021
LIQID Investments GmbH, founded in 2015 and based in Berlin, Germany, operates a digital wealth management platform that offers tailored investment portfolios and strategies. The company specializes in providing access to various asset classes, including private equity, real estate, and venture capital funds. By integrating investment expertise with technology, LIQID Investments delivers customized solutions that cater to the specific cost and investment needs of its clients, thus facilitating a more accessible and personalized wealth management experience.
Validus Wealth
Acquisition in 2019
Validus Wealth is a private wealth management platform established in September 2018, dedicated to catering to high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients in India. The firm provides a comprehensive range of services, including investment management, lending solutions, succession planning, and wealth protection. With a presence in nine major cities—Mumbai, Delhi, Bangalore, Chennai, Pune, Goa, Hyderabad, Ahmedabad, and Chandigarh—Validus Wealth is supported by a team of nearly 150 experts in wealth management, drawing from both local and international firms. The company focuses on helping clients effectively manage their financial lives, offering tailored offshore solutions and services that consolidate wealth, navigate tax implications, and ensure long-term financial security.
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