Jenny Tozer
Jenny is a Partner at LGT Vestra, where she specialises in managing investments for families and entrepreneurs. She provides advice on global asset allocation and structuring portfolios which are suitable for a client’s objectives. She is a member of the firm’s investment teams for multi asset portfolios, and until recently was Chair of the Investment Committee at LGT Vestra. Her financial planning, corporate and structuring background is particularly useful in developing portfolios for legacy and retirement planning. She has a special interest in developing family-friendly governance policies.
Prior to joining LGT Vestra in 2008, Jenny spent ten years with management consultants Booz Allen & Hamilton specialising in global asset management within the financial services practice. She began her career at stockbroker Hoare Govett in1986. Jenny has an MBA from IMD, Switzerland, Bachelor of Economics from the University of Melbourne and is a member of The Society of Investment Analysts, UK and holds the PCIAM and FPC qualification. She is married with three children and two dogs.