A staunch advocate for the power of lasting relationships, Anthony specialises in forging partnerships with clients that are both enduring and rooted in trust. These connections are not transactional; they are personal. Anthony's structured and systematic approach to managing his clients' wealth has earned the trust and commitment of a diverse clientele including not-for-profit organizations, high-net-worth families, and enterprising business owners. He doesn't just manage their wealth; he provides tailored, best-in-class solutions that resonate with their unique needs and aspirations.
Years of collaborating with sophisticated and varied investors have provided Anthony with invaluable experience and insight across a spectrum of investment strategies and client approaches. Many of his clients have already navigated significant risks in developing their businesses and assets, so capital preservation and longevity are often at the forefront of their concerns. Through a blend of multi-asset class allocation and long-term strategies, Anthony strives to ensure that his clients' wealth and financial well-being are not just preserved but nurtured - now and for generations to follow.
In 2016, Anthony became a founding partner of LGT Wealth Management, joining forces with a talented group of colleagues from UBS Wealth Management. This venture was a significant milestone in a career that began at UBS Wealth Management in 2007, right after completing his Bachelor of Commerce (Finance) at the University of Melbourne. Anthony's professional qualifications extend to portfolio management, superannuation, foreign exchange markets, margin lending, and derivatives.
Anthony is now thrilled to be a part of the global LGT Group, which echoes the LGT Wealth Management essence in being privately owned and passionately focused on long-term client outcomes. This alignment not only resonates with his professional ethos but enhances his ability to deliver value to his clients.
Outside the office, Anthony enjoys quality time with his family, delving into good books, and engaging in sports. The balance of professional dedication and personal fulfillment continues to drive him as he forges new paths in the world of wealth management.
