As a partner and investment adviser at LGT Wealth Management, James Jagodnik, works to design customised portfolio solutions for wealthy families and institutions. James delivers a comprehensive and tailored client service that leverages LGT Wealth Management’s sophisticated global investment capability.
Having developed a passion for markets and investment early in his life, James graduated with a double degree in Law and Commerce from Flinders University in his home town of Adelaide. Previously working in various roles across PricewaterhouseCoopers, AMP and two boutique wealth management firms, James brings a high-touch and thorough advice framework to each client situation. James is ASX-accredited and qualified to advise on equities, fixed income, foreign exchange, complex derivatives, hedge funds and private equity. Additionally, James holds the SMSF Specialist Advisor (SSA), Certified Financial Planner (CFP) and Graduate of the Australian Institute of Company Directors (GAICD) professional designations.
