In 2016, Joanna became a founding shareholder of LGT Wealth Management, having worked at UBS Wealth Management since 2002. Prior to this, Joanna worked at Bell Potter in Sydney and Baker Young Stockbrokers in Adelaide, a career in Financial markets which has spanned over 20 years.
Joanna works with high-net worth clients, family offices and not-for-profit organisations to understand individual client goals and deliver suitable investments across all asset classes. Her insights and portfolio construction abilities are valued by clients, many of whom have large and complex financial positions. With access to LGT Wealth Management’s global research and world-class partnerships, she is able to tap into unique investment opportunities and deliver sophisticated solutions for clients. Joanna is a strong believer in long-term strategy with a personal focus. This helps clients weather all market conditions with a sense of confidence and peace of mind. At the heart of this approach is a constant awareness of the capital at risk. For many independently wealthy clients, wealth preservation is critical, so Joanna is careful to construct an asset allocation that will work for each client.
Joanna enjoys the combination of skills that wealth management brings, the intellectual challenge of staying up-to-date and informed on global markets and new investment opportunities, as well as the personal connection her long-standing relationships with clients bring. Joanna has also been developing an interest in ethical and sustainable investments as a consequence of her personal interests, as well as demand from an increasing number of clients.
Outside of work Joanna is a passionate reader and shares and receives many book recommendations from her clients. Joanna holds a Graduate Diploma in Applied Finance and Investment and is ASA derivative qualified.
