A firm believer that ‘one size doesn’t always fit all’, Travis O’Brien takes a highly-personalised approach to wealth management. Making the most of LGT Wealth Management’s vast global resources, Travis tailors customised solutions for each of his clients, always taking into account the potential lasting impacts of his recommendations. For many of Travis’ clients, wealth preservation is a primary concern-and by working in a fiduciary capacity, he helps to ensure they can leave a sustainable legacy.
Travis completed a Bachelor of Business and a Graduate Diploma in Applied Finance, before entering the industry as an associate adviser. Choosing to pursue his interest in investment, he moved into an investment adviser role at traditional stockbroking firm EL&C Baillieu, and subsequently to Commonwealth Private. During this time, Travis decided that true wealth management should be about more than just making transactions. It was this belief that drew Travis to UBS Wealth Management in 2004, and subsequently to join his peers in establishing LGT Wealth Management in 2016. At LGT Wealth Management, Travis works in a team with Mathew Cleeve, John d’Apice and Peter Maxwell to provide clients with a structured, seamless experience. Travis’ main area of focus is on portfolio construction and management, through which he leverages opportunities across all asset classes. High net worth families comprise a significant portion of Travis’ client base, however he also works with a number of major not-for-profit organisations-and enjoys nothing more than applying his skills to these philanthropic endeavours.
