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LGT Crestone, a part of LGT Group, is one of the world’s largest independently owned wealth management groups. The business provides expertise in investment management and asset allocation, and is backed by the Princely Family of Liechtenstein.
Nash Advisory was engaged by LGT Crestone in July 2024 to advise on the acquisition of CBA’s personal advice business, Commonwealth Private Advice, which provides banking and wealth services to CBA’s ultra-high net worth and high net worth clients. Nash Advisory led the due diligence process in conjunction with PwC and Allens, and advised on structuring and executing the transaction, with transaction documents consummated in November 2024 and completion occurring in May 2025.
Financial Services
Nash Advisory was engaged by LGT Crestone to advise on the acquisition of CBA’s personal advice business, Commonwealth Private Advice, which provides banking and wealth services to CBA’s ultra-high net worth and high net worth clients.
Nash Advisory assisted LGT Crestone in preparing an indicative offer for Commonwealth Private Advice by developing a standalone financial model and preparing a detailed valuation report.
Once due diligence materials became available, Nash Advisory project managed domestic and European workstreams to ensure alignment across all LGT Crestone stakeholders.
Nash Advisory critically assessed key legal, commercial and valuation due diligence materials to prepare a detailed Business Case which informed the final offer for CPA.
Nash Advisory assisted LGT Crestone with commercial transaction structuring and negotiating of final transaction documentation.
Nash Advisory engaged by LGT Crestone
Submission of Indicative Offer
Submission of Final Offer
Transaction Signing & Public Announcement
Transaction Completion
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