Originally from South Africa, Jonathon Rogoff’s wealth management career has spanned 31 years and several different continents. At LGT Wealth Management, he applies his knowledge of global markets and investment psychology to deliver consistent, considered and practical advice to a selection of ultra-high-net-worth and high-net-worth individuals, family offices and institutional clients.
Jonathon’s career in financial markets began in 1989 on the trading floor of the South African Stock Exchange working for broking firm Frankel Pollack & Vinderine. Completing his Bachelor of Commerce degree while working full time, Jonathon went on to work for a series of respected firms, including Investec Bank (where he was appointed as the youngest director of the Securities division), Barnard Jacobs Mellet and Peregrine Incubator Management-initially in South Africa, and subsequently in the UK and US. During this time, he developed a passion for distilling order and clarity in volatile market conditions and gained the trust of a loyal client base.
After moving to Australia in 2005 and accumulating almost 11 years’ experience with UBS Wealth Management, Jonathon joined a group of peers as a partner to help establish LGT Wealth Management Wealth Management. Here, he continues to pursue a multi-asset class allocation approach to wealth management, with a strong emphasis on structured products.
His expertise also encompasses fixed income, hybrids, domestic and international equities, initial public offerings and placements, cash management, exchange-traded-funds, term deposits and warrants. With his highly rational approach, Jonathon perceives the world of finance as a constantly shifting puzzle-and by bringing its various pieces together in just the right way, he’s able achieve the outcomes his clients have come to expect.
