Sean advises entrepreneurs, senior executives, families seeking to preserve and grow wealth across generations, and philanthropic organisations with complex financial needs.
As an Investment Adviser at LGT Wealth Management, Sean works with clients to bring clarity to complex financial decisions and build investment strategies around what matters most to them - whether that involves growing and protecting wealth, managing business interests, planning for retirement, or supporting philanthropic goals.
A Chartered Accountant with more than 20 years’ experience in private banking and wealth management, Sean combines strong analytical capability with a practical, personal approach. He takes time to understand each client’s full financial position, priorities and long-term ambitions, helping develop tailored solutions across their balance sheet.
Sean began his career at KPMG after completing a Bachelor of Commerce at University College Dublin. He went on to spend a decade with Credit Suisse and UBS Wealth Management, advising clients with sophisticated and evolving financial needs.
Clients value Sean’s calm, considered style and his ability to make complex issues easier to understand. He believes the strongest advice is built via trust and a focus on enduring relationships, clear communication and a disciplined focus for each client’s objectives.
