Highly focused, dedicated, and drawn to the constant challenge of finance, Steven joined LGT Wealth Management as a founding partner in 2016 after 13 years with UBS Wealth Management. Through his career, Steven has established a strong client base of high-net-worth individuals and entrepreneurs. Known for his ability to gauge markets and generate investment ideas, Steven has a degree of insight that has seen him become an integral member of his clients’ financial teams-not to mention the LGT Wealth Management group where he was a member of the inaugural Executive Committee.
At the heart of Steven’s investment philosophy is a constant awareness of the capital at risk. For many independently wealthy clients, wealth preservation is critical, so Steven is careful to construct asset allocation strategies that will work for each client. Along the way, he can shed light on both the practical and theoretical sides of finance, thanks to his Masters in Applied Finance and broad experience across all asset classes.
Perceptive and analytical, Steven never rushes a decision. When he makes a recommendation, it is always thoroughly considered from every angle. Whether he’s working with a fellow investment adviser or independently, Steven’s sharp observations and responsible decisions are appreciated by both clients and colleagues.
