Starting UBS Wealth Management in 1999, and with now 20+ years of experience advising clients in financial markets, Amy delivers a personalised service to a discreet group of high net worth families and charitable organisations. With a firm belief in integrity & long-term thinking, Amy takes a careful considered approach to offering advice, focussing on capital preservation and responsible growth.
Amy begins by gaining a deep understanding her clients’ needs, and works to deliver solutions that provide “security, with sleep well at night factor”. Amy focuses on long term results, not short-term gains, to build solid, stable, diversified portfolios to last generations. Amy specialises in delivering multi-asset global solutions to help guide her clients through market cycles. Her aim is to construct portfolios tailored to her clients’ needs while taking advantage of market opportunities in a risk-conscious manner.
As Amy likes to say, “managing wealth is like cultivating a tree – with strategic ongoing care and patience, it can grow, thrive and bear fruit for generations to come”.
Amy holds a Graduate Diploma of Financial Services (Financial Planning), Graduate Diploma in Applied Finance & Investment, Accredited Derivatives Adviser (ADA1) and is FASEA accredited. Given Amy’s focus on the NFP Sector, she has also completed the Swinburne University Graduate Certificate in Philanthropy and Social Investment, QUT Ethics and Professional Relationships & AICD Foundations of Directorship (AICD Member).
