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Philip Andrew Beard
Portefeuillebeheerder-Aandelen bij
LGT Wealth Management UK LLP
Finance
Profiel
Mr. Philip A. Beard is a Partner & Investment Manager at LGT Wealth Management UK LLP.
He joined LGT in 2008 having previously held the position of Associate Director at UBS.
Mr. Beard works predominantly with entrepreneurs, senior executives, and their families helping them with the management of their investments.
He works closely with the Wealth Planning team to help clients structure assets in the most tax efficient way, in accordance with long-term objectives.
He started his career at Laing & Cruickshank 24 years ago.
Mr. Beard is a Chartered Fellow of the Chartered Institute for Securities & Investment.
Actieve functies van Philip Andrew Beard
| Bedrijven | Functie | Begin |
|---|---|---|
LGT Wealth Management UK LLP
 LGT Wealth Management UK LLP Investment ManagersFinance LGT WM UK is an active manager which offers a personalized, flexible, direct approach to investment planning and management across multiple asset classes. The firm prioritizes long-term value creation over short-term profit maximization. They have access to the resources and expertise of leading global investment firms, while retaining the flexibility to source niche opportunities to suit individual client needs. LGT WM UK allocates assets based on clients’ specific risk and return profitability and modern portfolio theory and advise on strategies which will enhance net returns through appropriate tax planning. | Portefeuillebeheerder-Aandelen | 01-08-2008 |
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| Bedrijven in privébezit | 1 |
|---|---|
LGT Wealth Management UK LLP
LGT Wealth Management UK LLP Investment ManagersFinance LGT WM UK is an active manager which offers a personalized, flexible, direct approach to investment planning and management across multiple asset classes. The firm prioritizes long-term value creation over short-term profit maximization. They have access to the resources and expertise of leading global investment firms, while retaining the flexibility to source niche opportunities to suit individual client needs. LGT WM UK allocates assets based on clients’ specific risk and return profitability and modern portfolio theory and advise on strategies which will enhance net returns through appropriate tax planning. | Finance |
