LGT Wealth Management
Maksym Marushchak has extensive work experience in the finance industry. Maksym is currently working as the Managing Director at LGT Wealth Management since September 2023. Prior to this, they held the position of Vice President at Credit Suisse from July 2019 to September 2023. From October 2016 to July 2019, they served as the Head of Direct Sales Department at State Export Import bank of Ukraine. Maksym also worked at Ukreximbank as the Deputy Head of the corporate client division from October 2007 to October 2016, and at Ukrgasbank as a leading specialist of Corporate Client management from August 2006 to October 2007. Maksym began their career at Prominvestbank as a leading economist of the Active and Passive Operations department from May 2004 to August 2006.
Maksym Marushchak has a Master's degree in Banking & Finance from Kyiv National Economics University, which they obtained from 1999 to 2004. Maksym also has a Master's degree in financial monitoring (FATF) from Banking University of Ukraine, which they obtained from 2015 to 2017. In addition, they have a Doctor of Philosophy (Ph.D.) in Economics from the Academy of Fiscal Administration (Ministry of Finance of Ukraine), which they received from 2005 to 2010. In 2011 to 2015, they had various jobs in Kyiv, but the field of study is not specified for that period.
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LGT Wealth Management
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Since 2008, we have been committed to offering clients a fresh approach to wealth management, with a service that is as individual as they are. By drawing together in-depth knowledge and experience from across the industry, we provide a flexible, bespoke service adapted to each of our clients’ needs. Our rigorous investment process means that we do not invest in anything we do not believe in. We do not manufacture and sell in-house products and we do not have product sales targets. Our advice is aligned to nobody’s interests but those of our clients. Our areas of expertise cover portfolio management services, financial planning, services for intermediaries and their clients and discretionary portfolio services for US connected clients via our subsidiary LGT Wealth Management US Limited. The partnership ethos of our business has allowed us to attract some of the best talent in our industry and draw together in-depth experience from multiple disciplines. We offer an experienced, personalised, flexible and direct approach to investment planning and management across multiple asset classes. Running through this approach is our core value of always putting clients’ interests first. Please visit our website at: www.lgtwm.com All content must be respectful and we reserve the right to remove and moderate comments. LGT Wealth Management UK LLP is authorised and regulated by the Financial Conduct Authority (FCA). Registered in England and Wales: OC329392. Registered office: Fourteen Cornhill, London, EC3V 3NR. Investors should be aware that past performance is not an indication of future performance, the value of investments and the income derived from them may fluctuate and you may not receive back the amount you originally invested.