Rob joined LGT Wealth Management in 2016, working in the Investment, Products and Services team, where he helped develop the asset allocation framework which guides our client portfolios. Prior to that Rob spent 10 years working in a number of investment management roles in both Melbourne and London.
In 2022 Rob began working in LGT Wealth Management’s Advisory team, helping high-net-worth individuals and not-for-profit organisations achieve their financial goals by building diverse, high-quality portfolios tailored to their needs. Rob’s analytical nature and attention to detail have made him a trusted adviser for clients looking to grow their wealth in a structured and risk controlled manner.
Rob holds a Bachelor of Science from the University of Exeter (UK), a Master’s of Finance from the University of Reading (UK) and is a Chartered Financial Analyst (CFA).
