Nick joined LGT Wealth Management in 2019 as an investment adviser where he provides clients with strategic investment advice. He also offers portfolio implementation and investment management services where he considers the impact on his clients’ total balance sheet.
Nick is responsible for managing a portfolio of high-net-worth clients, which includes family offices and not-for-profit organisations. In working with these clients, he seeks to understand their individual goals and aspirations so he can deliver suitable investments across all asset classes. His insights and portfolio construction abilities are valued by all his clients, many who have large, complex financial positions.
Over the course of his career, Nick has worked in New York with Stone Tower Capital before his almost six-year stint at one of Australia’s oldest stockbroking firms, Ord Minnett.
Nick provides significant pro bono support to the not-for-profit sector. This includes founding and supporting Koala Kids Foundation, a Melbourne-based charity that he founded in 2005, and which provides small things that make a difference to the lives of adolescents and young adults with cancer and their families.
Nick graduated from Monash University with a Bachelor of Commerce majoring in Accounting and Finance and holds a Professional Diploma in Stockbroking.
