{"id":608146,"date":"2026-07-28T12:02:53","date_gmt":"2026-07-28T12:02:53","guid":{"rendered":"https:\/\/www.europesays.com\/ie\/608146\/"},"modified":"2026-07-28T12:02:53","modified_gmt":"2026-07-28T12:02:53","slug":"ubs-director-joins-lgt-wealth-management","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ie\/608146\/","title":{"rendered":"UBS director joins LGT Wealth Management"},"content":{"rendered":"

LGT Wealth Management has hired a partner and investment adviser who joins from a decade with UBS and Credit Suisse. <\/strong><\/p>\n

Sean Carroll has joined the wealth management firm this month, based in Sydney.<\/p>\n

He previously spent 11 years with Credit Suisse and UBS, nine years at Credit Suisse in a variety of relationship management roles and then another two at UBS as a director after it acquired the firm until his exit in July.<\/p>\n

LGT Wealth said: \u201cA Chartered Accountant with more than 20 years\u2019 experience in private banking and wealth management, Sean has advised entrepreneurs, senior executives, families and philanthropic organisations with complex financial needs.<\/p>\n

\u201cHe brings a calm, considered approach to helping clients navigate complex decisions and build tailored strategies for their long-term goals.\u201d<\/p>\n

Commenting on his new position, Carroll said: \u201cI\u2019m delighted to share that I\u2019ve recently joined LGT Wealth Management Australia.<\/p>\n

\u201cIt\u2019s an amazing opportunity to be part of an organization with such a strong focus on long-term thinking, trusted relationships, and delivering meaningful outcomes for clients.\u201d<\/p>\n

In May, the wealth manager hired four individuals<\/a> to support demand from its high-net-worth clients.<\/p>\n

Arthur Bengasino and Tessa Volkmer join as head of investment solutions and head of sustainable investment while Alina Jeanes and Nicki Sallabank have joined as specialist and senior specialist, respectively.<\/p>\n

Michael Chisholm, chief executive of LGT Wealth Management, said the appointments reflect the growing interconnectedness of servicing HNW and ultra-HNW clients.<\/p>\n

\u201cWhat we\u2019re seeing at the ultra-high-net-worth end of the market is a convergence of needs that have traditionally been treated separately. Investment management, family governance and succession planning are no longer distinct conversations, but increasingly interconnected.<\/p>\n

\u201cPortfolios are becoming more sophisticated, with greater exposure to private markets, while families simultaneously navigate more demanding governance structures and intergenerational transitions. Bringing the right expertise together across both disciplines is what clients now expect, and what these appointments are designed to deliver. For LGT, this kind of integrated, long-term approach is central to who we are.\u201d<\/p>\n

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