Joanna Yates Investment Manager

Joanna is an Investment Manager specialising in bespoke multi-asset class discretionary and advisory managed portfolios for individuals, trusts and charities. She has been with LGT Wealth Management UK since its inception in 2008, having previously worked for UBS Wealth Management, and Bloomberg as a graduate. Joanna holds a BA Honours degree in French, German and Spanish from the University of Nottingham. She has completed the Investment Management Certificate as well as the CISI Diploma examinations in Regulations and Compliance and Private Client Investment Advice and Management.

Joanna Yates

Joanna Yates

Investment Manager

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