A firm believer that ‘one size doesn’t always fit all’, Mathew takes a highly personalised approach to wealth management. With his strong focus on strategy, Mathew sees the development (or review) of an investment policy as central to his relationship with clients, and critical to successful investment outcomes. Solutions are then customised for each of his clients, always taking into account the potential lasting impacts of his recommendations.
Mathew works with private clients, family groups, not-for-profit clients and charities. Mathew ensures that his clients are actively involved in the investment process and has experience in working with investment committees, drafting corporate governance policies and investments strategies. He values honesty and transparency and prides himself on being someone people can trust.
Mathew joined LGT Wealth Management as a founding partner, having previously spent 14 years with UBS. He has a Bachelor of Economics and a Graduate Diploma in Applied Finance & Investment.
