Michael’s career in wealth management and financial markets extends over 25 years. His depth of knowledge and expertise have been gained from his experience working as an investment adviser to wholesale and sophisticated investors, providing technical expertise and insights across traditional and alternative asset classes. He also draws on his experience of leading senior investment teams focussed on global investment opportunities.
Drawing on LGT Wealth Management’s access to global research and strategic partnerships, Michael currently works with high-net-worth and ultra-high-net-worth individuals, family offices, institutions (private and public) and not-for-profit organisations. He is committed to building portfolios for his clients that aim to deliver superior risk-adjusted returns, and firmly believes in the principles of strategic asset allocation, building portfolios that are well diversified by asset class to manage portfolio risk efficiently. In selecting investments for inclusion in his clients’ portfolios, he will only select those investments that meet LGT Wealth Management’s high standards of quality.
Michael’s clients welcome his extensive expertise and market knowledge, his diligence in providing thorough explanations behind a portfolio’s recommendations, and his transparency and honesty in his dealings with them.
In addition to Michael’s work as an investment adviser, he enjoys providing not-for-profit financial literacy and education seminars. He also has a passion for volunteering and helping to alleviate global poverty, and serves on the board of Transform Aid International and Baptist World Aid.
Michael holds a Masters of Financial Planning, a Graduate Diploma of Financial Planning and Diploma of Financial Planning.
