As a seasoned investment adviser with over 30 years’ industry experience, Ross Pooley understands the value of client relationships that are supportive and discreet. With a diverse range of clients including senior executives, charitable family trusts and successful artists, Ross is well aware that each client’s situation is unique. Fortunately, with his deep market knowledge and financial planning expertise, Ross is always there to help-whether it’s through astute investment strategy, asset allocation or estate planning.
Over the course of his career, Ross has worked for major institutions including National Australia Bank, Prudential Bache, and Salomon Smith Barney, initially in private banking, then as an investment adviser. As the industry evolved, Ross broadened his focus to encompass multiple asset classes—an approach that led him to UBS Wealth Management in 2006, and subsequently LGT Wealth Management. Working with fellow investment adviser Belinda Smith, Ross continues to be driven by a genuine desire to do what’s right for his clients. This integrity has seen him work with many clients for decades, and across multiple generations. In addition to being an investment adviser, Ross is also a chartered accountant, which enables him to offer a more holistic service and work closely with clients’ accountants. For him, the wealth management journey must be one clients feel confident with, so he takes the time to introduce concepts and explain ideas in clear terms. A responsible corporate citizen, Ross also enjoys sharing his expansive knowledge with his LGT Wealth Management peers—and continuing to absorb new ideas in return.
