07/03/2023

Observations from 40 years in wealth

In addition to his current role as Head of Strategy and Development, Clark is known by our LGT Crestone staff and clients as our Vice Chairman and as the head of our Melbourne office.

07/03/2023

Lumin Wealth acquires Essex adviser

The Big Picture Wealth Management acquisition is part of Lumin’s strategy of “partnering with like-minded advisers who share the same high standards and commitment to client-centric solutions”.