Top Recommended UHNW Wealth Managers
The Australian-born Jenny Tozer started out in the industry in 2000 by setting up a company offering investment advice to women. ‘There was a genuine gap in the market and I went in to make a difference,’ she says.
It’s certainly worked: the investment manager with a focus on strategic asset allocation and portfolio construction now looks after a broad range of clients from entrepreneurs to large first, second and third-generation families. Tozer’s clients face issues from inheritance planning to the growth of a business. ‘My role is one of orchestration,’she explains, and that means ‘bringing all the advisers together around the kitchen table’.
One life-affirming moment came when a client who had been widowed and inherited a vast estate went from not knowing the difference between bonds and equities to calling her up 12 years later and saying: ‘Jenny, do you think we should look at some emerging market bonds?’
‘It was a really good feeling,’ she says. ‘You think, “Job done, they’ve got it.”’
She praises the strong collegiate atmosphere at LGT Vestra. ‘The starting point and end point for everything we do is the client,’ she says, with obvious enthusiasm. ‘What sets
a good wealth manager apart is their ability to listen and be empathetic. Without clients we wouldn’t have a business.’