LGT Wealth Management
Elliott O'Brien has a diverse work experience in the finance industry. Elliott started their career at Standard Chartered Bank in 2012, where they worked as a Transaction Banking Salesperson in North Asia. In 2013, they joined HSBC Private Banking as a Client Service Executive and later progressed to become an Investment Executive in Discretionary Wealth Management. From 2016 to 2017, Elliott served as a Relationship Manager at HSBC. Currently, they are working at LGT Wealth Management, where they initially held the position of Investment Manager from 2017 to 2022. Subsequently, they became a Partner in 2022 and later assumed the role of Head of Business Transformation in 2023.
Elliott O'Brien completed their education with an MBA from Imperial College Business School in 2023. Prior to that, they obtained a Bachelor of Arts degree in French from Newcastle University in 2012. Elliott'searlier education includes attending the Royal Grammar School in High Wycombe from 2000 to 2007. Additionally, Elliott has obtained certifications including a Level 7 Chartered Wealth Manager from The Chartered Institute for Securities & Investment in 2016 and a Level 4 Investment Advice Diploma (Securities) in 2013.
LGT Wealth Management
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Since 2008, we have been committed to offering clients a fresh approach to wealth management, with a service that is as individual as they are. By drawing together in-depth knowledge and experience from across the industry, we provide a flexible, bespoke service adapted to each of our clients’ needs. Our rigorous investment process means that we do not invest in anything we do not believe in. We do not manufacture and sell in-house products and we do not have product sales targets. Our advice is aligned to nobody’s interests but those of our clients. Our areas of expertise cover portfolio management services, financial planning, services for intermediaries and their clients and discretionary portfolio services for US connected clients via our subsidiary LGT Wealth Management US Limited. The partnership ethos of our business has allowed us to attract some of the best talent in our industry and draw together in-depth experience from multiple disciplines. We offer an experienced, personalised, flexible and direct approach to investment planning and management across multiple asset classes. Running through this approach is our core value of always putting clients’ interests first. Please visit our website at: www.lgtwm.com All content must be respectful and we reserve the right to remove and moderate comments. LGT Wealth Management UK LLP is authorised and regulated by the Financial Conduct Authority (FCA). Registered in England and Wales: OC329392. Registered office: Fourteen Cornhill, London, EC3V 3NR. Investors should be aware that past performance is not an indication of future performance, the value of investments and the income derived from them may fluctuate and you may not receive back the amount you originally invested.