With over 20 years of experience across financial markets, Jerome Carlin brings a deep and diverse perspective to his role as Investment Adviser at LGT Wealth Management. His career spans credit, markets, operations, and research functions - an integrated background that enables him to design tailored investment strategies aligned with each client’s unique financial goals.
Jerome’s approach is grounded in collaboration. He believes that a strong, adaptive adviser-client relationship is essential to navigating evolving market conditions and life circumstances. His focus on wealth preservation and creation is supported by a disciplined framework that reflects both his technical expertise and his commitment to client outcomes.
Prior to joining LGT Wealth Management, Jerome held senior roles across the financial services industry, where he developed a reputation for thoughtful, client-centric advice. At LGT Wealth Management, he leverages the firm’s enhanced research and investment capabilities to deliver comprehensive, forward-looking solutions in today’s complex market environment.
Jerome holds a Bachelor of Economics from Monash University and a Graduate Diploma in Applied Finance & Investment from the Securities Institute of Australia. He has also completed the RG146 accreditation for wholesale clients, a Graduate Diploma of Financial Planning from Kaplan Professional, and successfully passed the FASEA exam in 2022.
