Episode 9

We are delighted to invite you to join us for the ninth online NextGen Hangout which aims to provide connectivity between young professionals in the Private Wealth sector.

In these sessions, we hear from different members in the NextGen community to educate, network and make links with their peers around the key topics and services that they provide to HNW clients.

Through the session we will use breakout rooms to allow the audience to interact and discuss the topics presented by our speakers.

In this edition, we are delighted to welcome Gary Donald and Tammy Hall at LGT Vestra US:

Gary Donald - Assistant Wealth Manager, LGT Vestra US, London. Gary is an Assistant Wealth Manager at LGT Vestra US supporting US connected clients. As a member of the institutional team, Gary works with private clients and their advisers. Gary previously spent over seven years with Barclays Wealth Management where he was responsible for supporting high net worth private clients.

Gary completed the certificate in Private Client Investment Advice & Management (PCIAM) and is a member of the Chartered Institute for Securities & Investments.

Tammy Hall - Head of Portfolio Management, LGT Vestra US, London. Tammy is the Head of Portfolio Management for LGT Vestra US where she manages discretionary mandates on behalf of private clients, institutions and trustees. She has previous experience managing multi-asset mandates and global equity funds. Tammy sits on the equity committees for LGT Vestra LLP, including the Sustainable Equities Committee. She is also responsible for the development of the US compliant Sustainable Model Portfolio offering at LGT Vestra US.

Previously, Tammy worked as a senior portfolio manager for Aberdeen Standard Capital and as a portfolio manager for Newton Investment Management. Prior to this, she worked in the financial services industry in Australia. Tammy is a CFA Charterholder.

If you have any questions or have any trouble with bookings please contact tickets@pcd.club

(last minute registrations will need to be managed at tickets@pcd.club - bookings on the day of the webinar will be closed via website).