Abe joined LGT Wealth Management in 2019 after a 15-year career in funds management. He brings extensive experience across all facets of the industry with the majority of his time spent as an investment analyst and portfolio manager. He is now a trusted adviser to family offices, ultra high net worth individuals and not for profit institutions.
His ability to perform detailed due diligence across all investment opportunities is a key strength and ensures client portfolios are of the highest quality. His knowledge of the funds management industry and the key investment professionals within it, allow him to have an informed opinion on who to entrust to deliver excellent, long-term outcomes for clients.
He is firmly of the view that the most sensible, risk adjusted way to generate meaningful long-term returns is through top quartile investment managers. With capital preservation paramount in his construction of investment portfolios, he seeks to implement highly diversified strategies to minimise the chance of a permanent loss of capital.
Abe sees the management of client portfolios as both a privilege and a great responsibility. His commitment to clients is a high integrity, values-based, calm and diligent oversight across full market cycles. He holds a Masters in Applied Finance with deep knowledge and experience across the full suite of asset classes available for investment.
As an investor, Abe is highly motivated by the commercial opportunities within sustainability. As a parent, he is deeply concerned about the issues and wants to use his financial expertise to address them.
