Principled and considered in his thinking, John d’Apice takes a highly structured approach to managing the wealth of his clients. With his strong focus on strategy, John sees the development (or review) of an investment policy as central to his relationship with clients, and critical to successful investment outcomes. With a keen eye for detail, John brings discipline and rigour to the portfolios he manages-always keeping client objectives in mind, and aiming for the right balance of risk and return.
Before entering the world of finance, John completed a Civil Engineering degree, which gave him a solid grounding in a structured approach to problem solving. Looking for more variety and a broader focus, he joined IBM as a graduate while also attaining a Graduate Diploma of Applied Finance. John worked extensively in Australia and Asia as a consultant advising the financial services sector on various process re-engineering projects. This background in finance led John to join UBS where he soon became an established investment adviser and director. As an integral part of the LGT Wealth Management team, John continues to combine his process-driven style with a flexible framework to adjust to changing market conditions. Whether he’s working with an entrepreneur, self-funded retiree or not-for-profit organisation, John sees real value in educating his clients throughout the course of their investment journey, ensuring they understand what they are doing and why. This helps his clients to build confidence in the path they’re on, and to keep sight of where they’re headed.
