Charles is a Wealth Planner at LGT Wealth Management, having joined the firm in 2017. He works alongside the investment teams and other specialists to coordinate all aspects of the firm’s high and ultra-high net worth clients’ financial affairs. Charles’ role includes the provision of holistic solutions in all areas of wealth planning, including overall wealth structuring, estate and legacy planning, pensions advice and retirement planning.
He is a Chartered Financial Planner and holds a degree in International Relations. Charles also helped to establish LGT Wealth Management’s Family Governance offering which provides a platform for likeminded entrepreneurs and business owners to share ideas and learn from one another.