Profil
Ms. Effimia Geraki is a Partner & Investment Manager at LGT Wealth Management UK LLP.
She has over 25 years of experience in managing assets and offer bespoke investment solutions and wealth management advice to UK and international high-net-worth and ultra-high-net-worth families.
Prior to joining LGT in 2014, she held senior positions at both client facing and managerial roles, at EFG Private Bank, Citigroup and Barclays Wealth.
She holds a Master’s degree in International Economics, Banking and Finance from University of Wales, Cardiff Business School and is fluent in English and Greek.
She is also a Chartered Fellow member of the Chartered Institute of Securities and Investments.
Aktive Positionen von Effimia Geraki
| Unternehmen | Position | Beginn |
|---|---|---|
LGT Wealth Management UK LLP
 LGT Wealth Management UK LLP Investment ManagersFinance LGT Wealth Management UK LLP (LGT WM UK) is the wealth management subsidiary of LGT UK Holdings Ltd., which is owned by LGT Group Foundation (LGT) in Liechtenstein. Previously known as Vestra Wealth LLP and as LGT Vestra LLP, the firm was founded in 2007 by Matthew Evans, Andrew Sims, David Scott and Ben Snee. In June 2016, LGT owned by the Princely Family of Liechtenstein took a majority stake in the firm, primarily from external investors in the firm. In October 2020, LGT completed the acquisition by buying the remaining equity previously held by the executive partners of LGT WM UK. Headquartered in London, LGT WM UK provides wealth management services to private clients, companies, trusts, charities and financial intermediaries based predominately in the UK and the European Economic Area (EEA). | Portfolio Manager-Aktien | 01.06.2014 |
Erfahrungen
Besetzte Positionen
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Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
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Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
LGT Wealth Management UK LLP
LGT Wealth Management UK LLP Investment ManagersFinance LGT Wealth Management UK LLP (LGT WM UK) is the wealth management subsidiary of LGT UK Holdings Ltd., which is owned by LGT Group Foundation (LGT) in Liechtenstein. Previously known as Vestra Wealth LLP and as LGT Vestra LLP, the firm was founded in 2007 by Matthew Evans, Andrew Sims, David Scott and Ben Snee. In June 2016, LGT owned by the Princely Family of Liechtenstein took a majority stake in the firm, primarily from external investors in the firm. In October 2020, LGT completed the acquisition by buying the remaining equity previously held by the executive partners of LGT WM UK. Headquartered in London, LGT WM UK provides wealth management services to private clients, companies, trusts, charities and financial intermediaries based predominately in the UK and the European Economic Area (EEA). | Finance |
