Liechtenstein-based LGT’s wealth unit in Australia has named a 20-year veteran and former UBS executive as an investment adviser.
LGT Wealth Management has appointed Sean Carroll as partner, investment adviser, according to an announcement, based in Sydney.
Carroll has more than 20 years of experience in private banking and wealth management, advising entrepreneurs, senior executives, families, and philanthropic organisations. He was most recently a director at UBS and previously worked at Credit Suisse and KPMG.
LGT Wealth Management is the Liechtenstein-based private bank’s Australia unit which was rebranded from LGT Crestone following the 2024 acquisition of Commonwealth Bank of Australia’s advisory business that saw the transfer of more than CHF2.8 billion in assets from ultra-high net worth and high net worth clients.
