Escala partner joins LGT Crestone

Ben Potter
LGT Crestone Wealth Management Limited - Partner - Investment Adviser
Date: 6 February 2024
Position: Partner - Investment Adviser
By Elizabeth Fry

LGT Crestone Wealth Management has confirmed the arrival of another investment analyst from Escala Partners.

Ben Potter has started a new position as partner and investment adviser at the wealth manager owned by the Liechtenstein royal family.

His departure takes the number of advisers who have left the Focus Financial Partners-owned Escala since last October to eleven.

Potter has had over 20 years of experience in financial markets working with ultra high-net-worth families and not-for-profit organisations in Victoria and South Australia.

Before his ten years at Escala, he worked at ABN AMRO Morgans and E.L. & C. Baillieu.

Commenting on the appointment, LGT Crestone called Potter a dedicated investment adviser.

"Ben's ability to connect with investors on a personal level ensures he thoroughly understands their requirements and can therefore tailor effective investment solutions accordingly," the wealth firm said.

"Ben decided to join LGT Crestone, attracted by its sophisticated investment offerings in each of the asset classes."

"A very welcome to the team Ben Potter. We're thrilled to have you on board to continue growing our team in Adelaide," added LTG Crestone chief executive Michael Chisholm.