Welcome to LGT Wealth Management

Our fresh approach focuses on lasting partnerships, built on trust and transparency. From private clients to institutions to financial advisers, every client is unique. Our personalised service matches this – today and for the future.

Expertly managed

Our approach is simple: our clients always come first. We take time to get to know and understand your objectives, aspirations, and risk parameters. We stay in regular contact with you to ensure your goals remain on track.

We are here to support you and your family by offering bespoke financial planning and investment advice based on your specific needs and attitude to risk. Whatever your stage of life, we will help you reach your goals.

We believe great results come from working in partnership with our advisers. Through our intermediary investment service, we can provide you with the resources you need to help grow your business and achieve the best outcomes for your clients.

Serving charity and endowment clients with thoughtful global investment solutions, our expertise is an asset for you to draw on. We deliver practical added value with unique investment and sector insights, alongside guidance on best practice.

We take the time to understand your company and its challenges, providing bespoke solutions tailored to your business requirements and regulatory needs. Our institutional clients include Charities, Financial Mutuals and Defined Benefit Pension Schemes.

Serving clients with personal and financial connections to the US, we help our clients to overcome the jurisdictional constraints of managing their wealth wherever they reside.

We recognise that no two individuals or families are the same, so we take the time to understand your unique circumstances and what matters to you.

Heinrich Henckel CEO LGT Wealth Management

Insights

Read our latest articles written by our financial experts and guest writers.

All Insights

Sanae Takaichi, Japan’s first female prime minister, entered office with ambitious plans to revitalise the Japanese economy. With a snap election now under way, we look at what investors are watching across bond markets, the yen and Japan’s shifting fiscal policy.

30 January 2026

Boardroom with chairs and intercom system

Modern slavery remains a systemic risk in complex, labour intensive supply chains. For investors, engaging with this issue is key to understanding risk and supporting long term value creation, while also helping to better protect individuals within the workforce.

Discover nine essential best practices for charity trustees to monitor and review investments. Ensure strong governance, compliance, and impact for your charity’s financial future.

Bridge and groom signing marriage contract

Guest contributor Oliver Guest, Senior Associate at Withers LLP, shares a legal perspective on how well-crafted ‘pre-nups’ can help protect family wealth, bring clarity to difficult conversations and reduce the emotional and financial strain of divorce.

Our news

Head to our company news page to stay informed about our activities and key business updates.

All company news

Andrew Bell will be joining as a Wealth Planner in the Leeds office and Elliott O’Brien has been confirmed as Head of Leeds, underscoring the firm’s continued investment in strengthening its regional presence.

LGT today publishes its Global Outlook 2026: Equilibrium Shift, reiterating that disciplined diversification will be the strongest defence for long-term investors as the post-global financial crisis regime gives way to a period of global reordering.

After 13 years as CEO of LGT Wealth Management, Ben Snee has decided to step down. He will hand over leadership in early 2026, after which he will remain closely connected to the firm in a non-executive capacity. Heinrich Henckel, former long-standing CEO of LGT Bank Switzerland and member of the Senior Management Board of LGT Private Banking, will take on the role of CEO – subject to regulatory approval

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Welcome to LGT Wealth Management

Expertly managed

Wealth management

Financial advisers

Charities

Institutional services

US connected clients

Insights

Market View

As Japan heads to the polls, what are investors focused on?

The people behind the supply chain: why modern slavery remains an investor issue

9 best practices for charity trustees: how to monitor and review investments effectively

Why are more families turning to pre-nuptial agreements? A legal perspective.

Our news

LGT Wealth Management strengthens regional presence with senior appointments

LGT Global Outlook 2026: A “world in mid-sentence,” as investors navigate recalibrating markets

Leadership change at LGT Wealth Management UK