Ola is a Partner and Head of Regional Wealth Planning and Family Governance at LGT Wealth Management UK. He has 18 years experience as a wealth planner and joined LGT in January 2017.
Ola heads up the firm's Family business governance and succession service. Working alongside the investment managers, Ola provides specialist advice to clients in all areas of wealth planning, helping entrepreneurial families to navigate their business, ownership, and family structures. He is a Chartered Financial Planner and Fellow of the Personal Finance Society. He is also a full member of the Society of Trust and Estate Practitioners with additional qualifications on advising UK connected international clients and family-owned businesses.
Ola has been recognized as a leading wealth planner for high net worth and ultra-high net worth individuals in the 2023 Spears 500. His clients include business owners, senior executives and UK resident non-domiciled individuals.
He has also written a number of published articles focusing on the challenges of wealth succession in family businesses and on wealth structuring steps that should be taken prior to a business exit.