Discreet and low-key in his approach, Daniel Kogler is the trusted investment adviser of a small and discerning group of clients, including high net worth individuals, family offices and not-for-profit organisations. Over the course of his career, Daniel has invested time and attention to gradually build relationships of depth and substance, achieving results that speak for themselves.
Daniel initially studied Arts and Marketing before pursuing a career in finance whilst living in the UK and Europe. Upon returning to Melbourne in 1999, he joined Potter Warburg as part of the private client investment products and services team. His role as a money market and fixed income dealer soon developed into a broader position, managing discretionary investment portfolios across all asset classes. As Potter Warburg evolved into UBS Wealth Management, Daniel moved into an investment adviser role providing complete asset allocation and portfolio management advice. At LGT Wealth Management, Daniel continues to deliver a consistently high level of service- seeking a clear understanding of the personal issues that underpin each client’s financial position in order to add value and support throughout the investment life cycle.
