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Steven Prowse

Steven Prowse

Schroders

Followers of Steven Prowse474 followers
location of Steven ProwseGreater Sydney Area

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  • Timeline

  • About me

    Partner, Investment Adviser | LGT Crestone

  • Education

    • Macquarie University

      2005 - 2007
      Master of Applied Finance (MAppFin)

  • Experience

    • Schroders

      Mar 2000 - Dec 2003
      Schroders

    • UBS

      Feb 2004 - Jun 2016
      Director, Investment Adviser

    • LGT Crestone Wealth Management Limited

      Jul 2015 - now
      Partner, Investment Adviser

      LGT Crestone provides wealth advice and portfolio management services to high net worth clients and family offices, not for profit organisations and financial institutions. It was created via a management buyout of UBS Wealth Management Australia in 2016. Today Crestone advises on over $30bn of client assets.

  • Licenses & Certifications

    • Mental Health First Aider

      Mental Health First Aid Australia
      Jul 2019

    • Practitioner Member of the Stockbrokers and Financial Advisers Association (MeSAFAA)

      Stockbrokers And Financial Advisers Association Limited

    • Individual Tax (Financial) Adviser

      Tax Practitioners Board
      Jul 2019

  • Volunteer Experience

    • Volunteer

      Issued by Our Big Kitchen on Jun 2024
      Our Big KitchenAssociated with Steven Prowse

    • Volunteer

      Issued by The Mirabel Foundation on Oct 2014
      The Mirabel FoundationAssociated with Steven Prowse

    • Volunteer

      Issued by On My Feet on Jul 2019
      On My FeetAssociated with Steven Prowse