Simon O'Brien is a Senior Partner and Adviser at LGT Wealth Management, where he runs investment programs for a small number of wealthy clients.
Simon has worked extensively in the wealth management industry for over 25 years, having held advisory roles at Macquarie, UBS and LGT Wealth Management Wealth Management. At Macquarie, Simon was responsible for helping to run the Bank's Full Service Stockbroking business in Queensland, where he developed relationships with a range of clients including corporate executives, family offices and business owners. While at UBS, Simon was focussed on establishing Global investment portfolios with strong risk management frameworks for his clients before working through the management buyout of UBS wealth Management Australia and the formation of LGT Wealth Management Weath Management.
Simon and the team are now focused on helping clients build out portfolios that focus on harnessing the global alternatives platform LGT Wealth Management has built.
