Sam is the trusted adviser to a select group of ultra-high net worth individuals, family offices and not for profit organisations across Australia. Working alongside his partner, Daniel Kogler, Sam has extensive experience developing investment strategies and managing portfolios including working alongside formal investment committees.
Sam and Daniel’s select client base allows them to provide a completely tailored approach to every client’s strategy and portfolio which results in long term relationships that often span multiple generations.
Sam has over 26 years experience advising across all asset classes. After completing a Bachelor of Commerce, Sam started his career in stockbroking where he qualified as a Certified Financial Planner. He subsequently transitioned into institutional roles with Goldman Sachs in London before moving to Melbourne and into wealth management. Prior to becoming a founding partner of LGT Wealth Management in 2016, Sam spent a decade working at UBS Wealth Management. Sam also holds a Graduate Diploma in Applied Finance and is an ASX Derivatives accredited adviser.
