Mark Stokes’ passion for finance is evident not only in the way he speaks about his work, but in the unique type of service he provides to his clients. Since starting his career at UBS Wealth Management 20 years ago, Mark has built remarkable relationships with clients, and has consistently met their expectations-a success he attributes to dedication, initiative and hard work. Now as one of LGT Wealth Management’s most experienced and well-respected investment advisers, Mark’s commitment is unwavering, and he continues to embrace his role with fresh enthusiasm every day.
Born and raised in Melbourne, Mark completed a Bachelor of Business at RMIT University, majoring in Economics and Finance, before joining UBS Wealth Management as a graduate. With his natural ability to build rapport with people, Mark proceeded to build a solid base of discerning clients, including some of the wealthiest and most successful in Australia. Along with some high-profile charities, Mark works with a number of affluent families, providing everything from long-term investment advice to superannuation strategies and estate plans. In Mark’s view, educating future generations about wealth is the key to protecting a family legacy, so he also takes great care to include all family members in these discussions. Mark has played an active role in helping to establish LGT Wealth Management as a firm that clients can trust.
Constantly on the front foot, he prides himself on client relationships built on mutual trust and respect-and always being there for his clients, responding with honesty, care and support. In addition to providing advice to some of the largest private and public charities in Australia, Mark is a trustee of the Shine On Foundation, a Private Foundation that he is very passionate about and has worked with since it began in 2005.
