As a Partner and Wealth Manager, I look after private clients with specialist knowledge in the wealth management of entrepreneurs and clients with cross-jurisdictional requirements.LGT Vestra offers all our clients a fresh approach to wealth management. We provide well researched, well executed flexible and truly bespoke service adapted to each of our client’s needs.LGT Vestra’s areas of expertise cover:• Portfolio management services• Services for intermediaries and… Show more As a Partner and Wealth Manager, I look after private clients with specialist knowledge in the wealth management of entrepreneurs and clients with cross-jurisdictional requirements.LGT Vestra offers all our clients a fresh approach to wealth management. We provide well researched, well executed flexible and truly bespoke service adapted to each of our client’s needs.LGT Vestra’s areas of expertise cover:• Portfolio management services• Services for intermediaries and their clients• Private office services• Wealth planning• Private equity and commercial property investment opportunities• Foreign exchange• Discretionary portfolio services for US connected clients, via LGT Vestra US Limited. Show less

Key Responsibilities:RM in the London City Resident Non Domicile (RND) Team responsible for building and managing a portfolio of clients.

PRIVATE BANKER, NBNZKey Responsibilities:Private Banker for central and north Canterbury client base responsible for the management of investment and cash management portfolios. Built and mantained strong client and professional intermediary relationships to grow my existing client base and seek extra growth and revenue opportunities.

Key Responsibilities:Managed a portfolio of investment portfolios for central and north Canterbury client base. Sought opportunities within existing client portfolios for additional capital growth or business.Established and built my personal and business profile across a range of internal and external referrers and networks.

Key Responsibilities:Managed a dedicated portfolio of clients: Trusts, Estates and individuals and supported the Client Relationship Manager.Trust and Agency management included day-to-day administration, initiating and running meetings and ensuring that accurate Trustees Resolutions were made; Estate Management primarily included facilitating meetings of Trustees and Beneficiaries for the formalization of both Continuing and Distributable Estates. Focused on providing timely and… Show more Key Responsibilities:Managed a dedicated portfolio of clients: Trusts, Estates and individuals and supported the Client Relationship Manager.Trust and Agency management included day-to-day administration, initiating and running meetings and ensuring that accurate Trustees Resolutions were made; Estate Management primarily included facilitating meetings of Trustees and Beneficiaries for the formalization of both Continuing and Distributable Estates. Focused on providing timely and accurate asset and liability records and distribution statements. I developed skills in mediation, negotiation and relationship building. Show less