Benjamin is a Partner and Investment Adviser specialising in Entrepreneurs, Family Offices, the C-Suite and Philanthropic foundations. He advises clients across Australia from Perth to Cairns.
Having worked as a Financial Adviser since 1998, Benjamin has a unique perspective on financial markets and client needs and is one of the most experienced Investment Advisers in the Australian market for high net worth investors and for purpose organisations.
Benjamin is a founding Partner of LGT Wealth Management Wealth Management. He previously worked as a Director at UBS Wealth Management and as a Division Director at Macquarie Private Bank during his 13 years there.
His devotion to the community and worthwhile causes led to 8 years as a Non-Executive Director at the Summer Foundation. Here Benjamin was part of an organisation that helped develop the strategies that resulted in Summer Housing being born and contributed to an organisation that is devoted to ensuring young people with acquired brain injury can achieve independent living. He is also currently a Non-Executive Director of the LGT Wealth Management Foundation.
Benjamin has a deep specialisation and in depth experience in sustainable investing and is one of the leading allocators of capital to the space in Australia for those clients with a sustainability focus.
He holds a Masters of Business Administration (Melbourne Business School), a Bachelor of Commerce (University of Adelaide), a Diploma of Financial Planning (Deakin University) and has been a Certified Financial Planner since 2000.
Benjamin’s educational background, particularly having completed the MBA, equips him with a different perspective on investments and advising his clients. Being a Certified Financial Planner enables Benjamin to look at a client’s situation from a broader perspective and allows him to create enormous value in addition to portfolio management.
