Carl has over 20 years’ experience providing financial and investment advice to the world’s largest financial institutions and wealthy Australians. Throughout his career he has gained a deep understanding of global finance, economies, companies and investing. This knowledge has led to a deep understanding of the key drivers that impact portfolio performance, and his experience enables him to customise investment solutions that are appropriate for his clients' unique circumstances.
Working closely with LGT Wealth Management’s Chief Investment Office, Carl advocates a wealth planning-based approach for his clients' portfolios, which means they have the most tax and legally-effective structures before making an investment. The process involves working closely with a team of specialists in wealth planning, asset allocation, international equities, fixed income, and managed funds to construct portfolios and identify investment opportunities to improve portfolio performance. His clients' family members are also included in this process, which ensures that appropriate inter-generational wealth planning is taken into consideration.
In order to position clients for success, Carl believes that conversations need to be open, honest, rational and sometimes difficult when dealing with issues. It is when his clients are fully informed that he feels they are most empowered to take the action needed to collectively achieve their financial goals.
