Simon Taylor Email & Phone Number
Partner - Investment Advisor @ LGT Crestone Wealth Management Limited
Simon Taylor Location
Melbourne, VIC, AU
Simon Taylor Work
- 2016 - now Partner - Investment Advisor @ LGT Crestone Wealth Management Limited
- 2010 - 2016 Director - HNW Client Advisor @ UBS Group AG
- 2004 - 2010 Head of Private Clients @ Austock Securities Ltd
- 1996 - 2004 Director – Emerging Company Division @ UBS Warburg
- 1994 - 1996 Director @ McIntosh Securities
- 1986 - 1994 Sale Trader @ DBSM Securities / SBC Dominguez Barry
- 1984 - 1986 Floor Operator @ Bache Cortis & Carr
- 1976 - 1984 Analyst Assistant @ Johnson Taylor & Co.
Simon Taylor Education
- Scotch College
Simon Taylor Skills
- Emerging Companies
- Equities
- Investment Strategies
- Fixed Income
- Chartered Financial Analyst
- Caia
- Hedge Funds
- Alternative Investments
- Financial Markets
- Asset Management
Simon Taylor Summary
Simon Taylor, based in Melbourne, VIC, AU, is currently a Partner - Investment Advisor at Crestone Wealth Management. Simon Taylor brings experience from previous roles at UBS Wealth Management, Austock Securities Ltd, UBS Warburg and McIntosh Securities. Simon Taylor holds a Scotch College. With a robust skill set that includes Emerging Companies, Equities, Investment Strategies, Fixed Income, Chartered Financial Analyst and more. Simon Taylor has 2 emails on RocketReach.
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Top LGT Crestone Wealth Management Limited Employees
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Andrew Sexton
Partner at LGT Crestone Wealth Management Limited
Brisbane City, QLD, AU22 -
Richard Endersbee
Partner at LGT Crestone Wealth Management Limited
Melbourne, VIC, AU33 -
Benjamin Marks
Founding Partner at LGT Crestone Wealth Management Limited
Melbourne, VIC, AU14 -
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11
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David Full
Partner at LGT Crestone Wealth Management Limited
Sydney, NSW, AU23 -
Amanda Maicd
Partner at LGT Crestone Wealth Management Limited
Sydney, NSW, AU2 -
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Mahen Wijeyewickrema
Shareholder at LGT Crestone Wealth Management Limited
Melbourne, VIC, AU23
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