With 17 years in the finance industry, I bring extensive expertise in wealth management and financial advisory services. My journey began at Ord Minnett and I have since honed my skills at globally renowned institutions such as UBS and Goldman Sachs in London, which has been instrumental in my current role at LGT Wealth Management.
I believe that successful wealth management goes beyond numbers; it's about understanding the aspirations and unique circumstances of each client. My philosophy revolves around creating enduring relationships built on trust recognising that investments are the basis of people’s financial security, retirement and succession plans or even just ensuring that the next European adventure is possible. I focus on transparency, responsiveness and a relentless pursuit of financial excellence.
What sets me apart is my commitment to providing truly bespoke advice. I believe in going beyond conventional financial strategies to deliver personalised solutions that align with the individual and unique needs of my clients. My approach to wealth management is distinguished by a laser-focused commitment to downside protection and a conscious focus on risk adjusted returns. A disciplined asset allocation approach is the founding principle of all portfolios which has served my clients well. This involves working closely with LGT Wealth Management’s Chief Investment Office (CIO) to build multi-asset, multi-disciplined portfolios investing across Equities, Fixed Income and Alternatives to achieve strong risk adjusted returns. This is all complemented with tailored reporting and a dedication to delivering an unparalleled level of service.
