Phoebe Stone

Head Of Intermediary Investment Services at LGT Wealth Management

Phoebe Stone has a diverse work experience in the financial industry. Phoebe began their career as a Research Analyst at Vermilion Partners in 2010. Phoebe then joined Coutts in 2011, where they worked in Investment Management until 2014. In the same year, they joined LGT Wealth Management as a Portfolio Manager and later took on roles such as Partner, Head of Sustainable Investing, and currently serves as the Head of Intermediary Investment Services. Additionally, Phoebe has also contributed to the community as a Board Trustee at The Lord Mayor's Appeal since 2021.

Phoebe Stone attended the University of Nottingham from 2007 to 2011, where they earned a Bachelor's degree in Economics with Chinese. In 2009-2010, they also completed a Year Intensive Language Course at Beijing Language and Culture University, focusing on Mandarin.

Links

Timeline

  • Head Of Intermediary Investment Services

    July, 2022 - present

  • Partner

    January, 2020

  • Head Of Sustainable Investing

    November, 2018

  • Portfolio Manager

    October, 2014

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