Joanna Lauren Yates

Gestionnaire de Portefeuille-Actions chez

LGT Wealth Management UK LLP

Finance

Profil

Joanna Lauren Yates has worked as a Suitability Monitoring Officer at LGT Wealth Management UK LLP since 2008.

Sociétés	Poste	Début
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.	Gestionnaire de Portefeuille-Actions	01/08/2008

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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

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