Our people have extensive wealth management experience gained at some of the world’s leading financial institutions. By working closely together, we are able to draw on our varied skills and knowledge, allowing us to treat each portfolio individually and meet the unique needs of every client.
While our backgrounds might be different, we share a few beliefs and values in common. In particular, a friendly, open attitude to client relationships, a willingness to embrace new ways of working, and a desire to work towards our clients’ best interests.
Ben is a founder of the firm and CEO, a role he has held since 2013. He joined from UBS where he was a client adviser and Executive Director. Ben has 25 years experience in the wealth and financial services sector, having started his career in the private client department of PricewaterhouseCoopers.
Will is a partner and COO at LGT Wealth Management. He has overall responsibility for operations, IT and business solutions, and facilities. As a qualified Accountant, Will joined LGT in September 2007 and held the position of finance director until September 2016. Prior to LGT, Will worked in various finance roles at UBS Wealth Management and RBS.
Tony is responsible for IFA business development, catering specifically for financial advisers looking to outsource discretionary management. Tony joined LGT from UBS Wealth Management UK Ltd, where he was a sales and development consultant within the IFA market.
John is a partner and Head of Front Office. He joined from UBS where he was an investment director and client adviser. Prior to UBS John was an investment manager at Thornhill Investment Management and HSBC (James Capel).
Barbara joined the firm in 2015 as a Compliance manager. In 2022, she became a partner and stepped into the role of Head of Compliance and Legal. Prior to joining LGT, Barbara worked at Goldman Sachs for 13 years in different locations in the US and the UK.
Tim is a Partner and joined LGT as Finance Director in 2017. His previous positions include management accountant and head of financial planning and analysis at Bank of America Merrill Lynch and CFO at Julius Baer International Ltd.
Sanjay is a partner at LGT, specialising in managing global investment mandates with multi- asset class solutions. Previously he was at UBS Wealth Management (UK) Ltd where he managed institutional funds along with private client money. Prior to this he was an investment director at Laing & Cruickshank.
Joanna joined the firm in 2014 as HR manager and stepped into the role of head of human resources in 2016. In 2018, she became a partner at LGT. Previously, Joanna has worked at Herbert Smith Freehills, Smith & Williamson and The Prince's Trust.
Helen is a Partner and the Head of Risk at LGT Wealth Management, having joined the firm in 2008, and established the firm's risk and investment oversight functions. She is a Member of the Management Board, holding the chief risk Senior Manager Function (SMF 4) for the firm. Helen is the Chair of the Investment Risk Committee and member of the Compliance and Risk Committee. Helen has broad industry experience with diverse experience not only across risk disciplines but also including client-facing and research roles. Helen graduated with first class honours in Mathematics from the University of Exeter in 2005 and is a CFA charter holder and Certified FRM holder.
Ola is a Partner and Senior Wealth Planner at LGT, leading the firm's Family business governance and succession service. Working alongside the investment managers, Ola provides specialist advice to clients in all areas of wealth planning, in particular helping entrepreneurial families navigate their business, ownership and family structures. Prior to LGT, Ola was a wealth planner at Killik & Co. He is a Chartered Financial Planner and Fellow of the Personal Finance Society. He is also a full member of the Society of Trust and Estate Practitioners with additional qualifications on advising UK connected international clients and family owned businesses.
Rohit Ahluwalia
Partner and Head of International Investment Solutions
Rohit is the Head of International Investment Solutions at LGT. Rohit has a Masters of Arts in Economics from the Carleton University and a BComm in Finance and Economics from the University of Toronto. Rohit has been a CFA Charterholder since 2010.
Simon is Head of Wealth Planning and a Partner at LGT. He joined the firm in 2014 having previously worked at HSBC Private Bank advising the banks’ largest clients on all areas of Wealth Planning and International Wealth Structuring. He is a Chartered Financial Planner and a Chartered Fellow of the Institute of Securities and Investments. He is also a Fellow of the Personal Finance Society and a full member of the society of Trust and Estate Practitioners with additional specialist qualifications on advising UK connected international clients and family-owned businesses.
Philip is a Partner and Investment Manager at LGT Wealth Management and started his career at Laing & Cruickshank 24 years ago. Philip joined LGT in 2008 having previously held the position of Associate Director at UBS. Philip works predominantly with entrepreneurs, senior executives, and their families helping them with the management of their investments. He works closely with our Wealth Planning team to help clients structure assets in the most tax efficient way, in accordance with long-term objectives. Philip is a Chartered Fellow of the Chartered Institute for Securities & Investment.
Nick joined LGT from Coutts & Co in February 2014 and has many years' experience of advising US connected clients.
He holds the Private Client Investment Advice and Management qualification, the Investment Management Certificate and the Advanced Financial Planning Certificate.
William is a Partner at LGT. With 20 years’ experience across financial institutions including UBS and Singer & Friedlander, incorporating fund management, charities investment, and High Net Worth (HNW) private client roles, the management of investments for HNW individuals and families remains his core focus at LGT. William is a Chartered Fellow of the CISI and holds a Masters Degree in European Business. He enjoys building long-term client relationships based on performance, service and integrity.
Simon is the Head of IT & Business Solutions for LGT. He joined the firm in 2016 and in 2021 became a partner. He previously held technology positions at NEST Pensions and Australian Unity.
David is a Business Development Director at LGT, where he is responsible for the intermediary distribution strategy across both South Wales and the South West. David has over 30 years' experience in financial services, specialising in developing business relationships with financial planning intermediaries and wealth management firms. David joined LGT in 2014 and holds the IMC qualification.
Edward is a Partner and Investment Manager at LGT. He has over 40 years' experience in the finance industry. Prior to joining LGT in 2010 he worked with UBS Wealth Management. Edward manages and advises UK resident domiciled and resident non-domiciled clients, charities, SIPPs and Trusts. Before joining the wealth management industry, he worked in the institutional world with Merrill Lynch, CSFB, Schroders and Jardine Fleming/JP Morgan.
Duncan is a Partner at LGT, managing portfolios for individuals, trusts and charities, including a number of clients with ethical restrictions. He also co-manages the Elite Balanced and Elite Income Unit Trusts and the SRI Eden Fund. Duncan joined LGT from UBS where he was joint-head of UBS UK Ltd. He began his career at JP Morgan, moving to Credit Suisse Asset Management for five years and then to Laing and Cruickshank as an investment manager.
Tom is a Partner at LGT, responsible for managing portfolios on behalf of high net worth individuals and oversees the firm's Court of Protection division. Prior to this, Tom was an associate director at UBS Wealth Management (UK) Ltd. He began his career at JM Finn & Co where he became a member of the Securities Institute, having graduated from Durham University.
Ben is Head of the Private Office and a Partner of the firm. He has 16 years of experience specialising in advising UK and international UHNW families and entrepreneurs. Prior to joining the firm in 2015, Ben spent ten years as an Investment Adviser focusing on sophisticated investors at Morgan Stanley and Credit Suisse. Ben sits on the Private Equity committee. Outside the firm, Ben is a Trustee of the Percy Bilton Charity, a former Trustee of One World Media, and acts as an Adviser to a global family Foundation. He is listed among the top Ultra-High-Net-Worth Wealth Advisers recommended by the Spears 500, and was previously named one of the "Top 40 under 40" by Private Asset Manager. Ben holds a BA in Economics from Durham University.
He has been recognised as a PAM Top 40 Under 40 Wealth Manager.
Neil is a Partner at LGT, managing client portfolios having joined from UBS Wealth Management (UK) Ltd where he was responsible for the management of an extensive private client customer base, primarily on a discretionary basis. He was an investment director at UBS after its takeover of Laing & Cruickshank.
Danielle joined LGT in 2014. She is responsible for developing the intermediary distribution strategy within the West Midlands and surrounding areas. Danielle has over 16 years' experience in business development.
Lloyd started his career with Lloyds Mayfair Private Banking where he spent 24 years and then moved to UBS Wealth Management. He specialises in high net worth individuals and their company, trust and charitable needs, helping them meet their financial and personal goals, drawing on his experience in wealth structuring and financial planning.
Lloyd is a member of the Chartered Institute of Securities and Investment and holds a diploma in Private Client Investment Advice and Management.
Jacqueline Crawley
Partner, Investment Manager and Head of Institutional Relationships
Jacqueline is a Partner at LGT, managing assets for some of our largest and most complex clients, as well as heading up our Institutional Service. Across her 30-year career, Jacqueline has successfully managed multi-asset portfolios for individuals, family groupings, trustees, charities, and pension schemes. Jacqueline leads a team of professionals providing an independent tailored service to around 60 main relationships, managing just under £1 billion in assets overall. Jacqueline joined the firm in 2012 from senior roles at BNP Paribas and HSBC looking after private clients and regulated institutions. She is a qualified IFA and Member of the CISI.
Jacqueline is head of the Institutional team managing £950m assets for financial mutuals, trustees, DB pension schemes, charities as well as HNW individuals and family groupings, including Tier 1 investor relationships. Jacqueline has had a 34-year career in financial services having previously held senior positions at HSBC and BNP Paribas. Jacqueline is also IFA qualified, and Member of the Securities Institute
Oliver is a Partner at LGT and is responsible for working closely with a number of professional advisers including IFAs, solicitors and accountants. He manages discretionary and advisory portfolios for private clients, charities, trusts and pensions.
Andrew heads up the Bristol office as well as looking after high net worth clients. Prior to LGT, Andrew headed up the global cash and banking business for Barclays Wealth. During his 20 year plus career, Andrew has experience of developing e-commerce businesses, mergers and acquisitions and commercial lending property management, providing clients with a wealth of experience.
Serena joined LGT from Barclays Wealth, where she provided wealth management and investment advice to High Net Worth clients. Serena has over 20 years of successful professional expertise working across a range of financial sectors including corporate finance with Schroders and at Deloitte, where she began her career qualifying as a Chartered Accountant. Serena has significant entrepreneurial experience, having created, managed, and raised financing for a top 100 e-Business. Serena is a Fellow of the Chartered Institute for Securities & Investments (CISI) and holds the Private Client Investment Advice and Management Certificate. She is a Fellow of the ICAEW, has an MBA from INSEAD and a first class degree in Accounting from Exeter University. Serena was awarded the Five Star Client Rating 2020 Award from Citywealth and is currently shortlisted as Private Banker of the Year for the Magic Circle Awards 2020. Serena was a finalist in the 2019 Wealth Manager of the Year Awards (Women in Finance).
Chris is a Partner at at LGT where he manages discretionary mandates on behalf of Private Clients, Charities and Trustees.
Chris received a distinction in his PCIAM, he also holds the CISI Investment Advice Diploma and BA Honours degree in Business Studies. Chris is a member of the LGT Investment Committee and LGT Fixed Income Committee.
Andrew is a Partner and an Investment Manager at LGT, responsible for servicing and managing private client portfolios. He joined LGT from UBS Wealth Management where he was an associate director. Andrew has obtained the Investment Management Certificate and is a Member of the Securities Institute.
Effie is a Partner and Investment Manager within LGT Wealth Management’s Private Office. 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.
Julian is a Partner at LGT and a senior member of the advisory business. He joined LGT from UBS Wealth Management where he was an executive director. Prior to UBS Wealth Management, Julian was a partner at Scott Goodman Harris, a partnership of independent financial advisers specialising in high net worth individuals, which was sold to UBS in 2004.
Matthew is a discretionary Investment Manager and Chartered Financial Planner at LGT. He advises private individuals, trusts and charities on the management of their wealth. With over 25 years experience, previous roles include director at Kleinwort Benson and a divisional director at Carr Sheppards Crosthwaite (now Investec Wealth).
Peter is a Partner at LGT. He joined LGT from UBS Wealth Management in 2008 and manages discretionary and advisory private client portfolios for both UK and international high net worth individuals, trusts and charities. Peter worked at Citigroup prior to UBS and graduated with an Honours degree in Economics from the University of Leeds.
Frances joined LGT in 2010 from Fairfax Investment Management where she was Chief Investment Officer. In addition to numerous professional qualifications, Frances has over 20 years investment experience. Training at Tilney, she was involved in manager research, performance measurement and investment process design and was Co-Head of Alternative Investments.
Julian is a Partner and Business Development Director at LGT, with responsibility for the North West. Julian has over 30 years' experience in financial services and specialises in developing business relationships with financial planning intermediaries and wealth management firms. His career started with Scottish Widows before moving into the investment world with New Star.
Rob is Head of Client Services for LGT. He joined the firm in 2013 and in 2022 became a partner. He has over 30 years industry experience spanning both Investment Banking and Wealth Management sectors.
David is a Partner and Business Development Technical Director at LGT, joining from AXA where he was a senior technical consultant based in Central London. David specialises in providing technical consultancy services to IFAs, lawyers and accountants focusing primarily on UK pensions, tax and trusts and general financial planning.
Graeme is a Partner who works with private clients specialising in providing investment management services to entrepreneurs, corporate executives and family offices. Graeme previously worked with private clients for eight years at Credit Suisse and Morgan Stanley. Prior to that, he spent ten years as a fixed income manager with Aberdeen Asset Management and Insight Investment. Graeme is a CFA Charterholder.
Dan is the CEO of LGT Wealth Management Jersey. As well as responsibility for the Jersey operation, Dan also manages portfolios for both institutions and private clients. He has more than 25 years' experience in the offshore investment industry. He is a CISI Chartered Fellow and a CAIA Charterholder.
Mark joined LGT in 2018 and was made a Partner in 2021. He works with private clients specialising in providing investment advice to entrepreneurs, corporate executives and family offices. Mark previously worked for 18 years as an investment advisor at Credit Suisse and Morgan Stanley. Mark obtained his Master's degree in Finance from Michael Smurfit Graduate Business School and has a BCom International from University College Dublin.
Michael is a Partner and Business Development Director at LGT where is responsible for intermediary distribution across Southern England and international markets with a focus in the Middle East. Prior to LGT, Michael was a Business Development Director at Quilter Cheviot and he has worked in financial services for over 20 years where he specialises in building relationships with wealth management firms. Michael has the Diploma in Financial Planning.
Geraldine is a Partner at LGT and Head of Central Investment, a team of Portfolio Managers responsible for managing discretionary portfolios for high-net-worth clients. She is a voting member of the Investment Committee and a member of the Authorised Collectives Committee. Prior to joining LGT in 2015, she was a Portfolio Manager at Julius Baer, formerly Merrill Lynch. She has over 12 years’ experience in the Wealth Management industry. Geraldine holds a BSc in Mathematics and Economics from the London School of Economics and is a CFA Charterholder since 2013 . Geraldine is one of the 2021 PAM Top 40 Under 40.
Andy is a Partner at LGT. Andy joined LGT as a business development director after 14 years as a professional rugby player. During a highly successful career he won the Heineken cup with Northampton Saints and Celtic league with the Ospreys before moving into the world of finance.
Paul is the CEO of LGT US and has been responsible for establishing and building the business since 2012. He is also on the Board of Directors for LGT US. Paul joined LGT in 2008 and following legislative changes in dealing with US clients he was one of the main proponents in establishing LGT US. Paul is also a Partner at LGT Wealth Management UK.
Elliott is a Partner and Investment Manager at LGT Wealth Management with over ten years’ experience in the industry. Elliott looks after the wealth management needs of private clients and their families. Prior to joining the company in 2017, he managed a portfolio of high-net-worth clients at HSBC Private Bank having previously worked for Standard Chartered Bank in Hong Kong. Elliott holds the CISI Chartered Wealth Manager Qualification, is a Chartered Member of the CISI and is currently undertaking an MBA at Imperial College Business School.
Andrew works as part of a team managing assets for UK and international high net worth and ultra-high net worth families. Andrew has had an 18 year career in financial services, having previously held senior positions at Old Mutual and Barclays Bank. Andrew also holds an MSc in Organisational Psychology and is a Fellow of the Securities Institute.
Paul is a Wealth Manager within the Private Office team, specialising in advising ultra high net worth individuals and families on their complex financial affairs. Prior to joining LGT, Paul spent a decade at Barclays Wealth, managing over £300m of client assets. Paul is a member of the Securities Institute.
Neil is a Partner at LGT and is a member of the Investment, Equity and Investment Trust Committees. Neil has over 35 years experience in managing mandates for private clients, trusts, SIPPs and charities. He joined LGT from UBS Wealth Management (UK) Ltd where he was an executive director and member of the Management Committee.
Paul is a Partner and the Front Office Business Manager at LGT Wealth Management. He has 35 years of experience in the wealth management sector and is a Chartered Fellow of the Chartered Institute for Securities and Investment. Paul joined LGT from UBS Wealth Management in 2008 and previously worked at Laing and Cruickshank Investment Management where he was part of a team managing discretionary portfolios for private clients, trusts and charities.
Lucy joined the firm in 2010 and manages the wealth of private clients including entrepreneurs and international clients. Lucy previously worked at Barclays Wealth and the National Bank of New Zealand (now ANZ) Private Bank and holds BCom (Economics), BSc (Psychology), Certified PostGrad Dip PFP, IAD, PCIAM and CFA's Certificate in ESG Investing.
Charles is a Partner and Wealth Manager specialising in advising private clients and their families on their global financial affairs. Prior to joining LGT, Charles was a director at Credit Suisse Private Bank for 11 years after spending six years at Barclays Private Clients. Charles is a Chartered Fellow of the Securities Institute and has an INSEAD MBA.
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Charles is a Partner and Wealth Manager specialising in advising private clients and their families on their global financial affairs. Prior to joining LGT Vestra, Charles was a Director at Credit Suisse Private Bank for 11 years after spending six years at Barclays Private Clients. Charles is a Chartered Fellow of the Securities Institute and has an INSEAD MBA.
Jonathan's role is to introduce LGT's services to third party intermediaries, such as IFAs, accountants and solicitors, in Oxfordshire and the surrounding counties. Jonathan joined LGT in 2013 and previously spent 13 years providing financial planning services to high-net-worth clients in the City of London.
Phoebe Stone is a Partner and Head of Sustainable Investing at LGT, having worked as a portfolio manager at LGT since 2014. Phoebe is responsible for running LGT’s sustainable investing proposition and dedicated sustainable investment team, ESG integration and stewardship for the firm. Phoebe is a member of a number of LGT committees including the Investment Committee and Authorised Collective Committee. Phoebe chairs the Sustainable Investment Committee, Sustainable Business Committee and Sustainable Governance Committee and the socio-economic diversity workstream of LGT’s Diversity and Inclusion’s Committee. Phoebe also sits on LGT’s Global Sustainable Committee Investments and Clients and LGT’s Think Tank which reports into the Sustainability Board which is chaired by Prince Max, LGT’s Chairman.
She holds PCIAM, is Chartered Fellow of the CISI, and holds the CFA's ESG Certificate. Phoebe is a Board Trustee of the Lord Mayor's Appeal and an ambassador of two breast cancer charities. Previous to her time at LGT, Phoebe worked at Coutts and Adam & Company and holds a BA in Economics and Chinese from Nottingham University.
Edward is a Partner and Investment Manager who looks after discretionary and advisory client portfolios. He is also co-manager of the Elite Balanced, Elite Income and Eden SRI Funds. Edward worked in recruitment before joining Duncan Carmichael-Jack's team in 2008, having previously graduated from the University of Bristol with a BA in Engineering Design.
Valentina is a Partner at LGT. She focuses on UK resident non-domiciled clients and international families moving to the UK. She spent five years at Kleinwort Benson as head of international and previously seven years at the London office of Clariden Leu where she was head of the UK resident non-domiciled team. Her private banking career started at Schroders Private Banking where she spent 11 years, becoming a director within the International team in 2003.
Matthew is a Partner and Investment Manager at LGT. He manages private investment portfolios on behalf of private clients, charities, trusts and companies. Matthew started his career at UBS Wealth Management in 2006 after graduating from Durham University with a degree in Economics. He moved to LGT in 2008.
Graham is a Partner, Wealth Manager and Team Head at LGT. He has worked within the financial services sector for over 32 years, during which he has specialised in Personal & Corporate Pensions, UK and Offshore-based Investments together with Inheritance Tax mitigation strategies. Graham is also an FCA registered Pension Transfer Specialist.
Roy is a Partner and Business Development Director at LGT. He joined LGT in 2011 and provides support to the adviser community. With over 30 years' experience in the financial services industry, Roy's previous roles include sales manager at Sun Life, as well as a focus on the sale of private placement structured products at Catley Lakeman Securities.
Andy joined LGT in 2017 and was made a Partner in 2021. Based in Bristol, he is responsible for business development in the South West. Andy has more than 30 years' experience in financial services. He has worked in business development for the last 20 years with AXA and MetLife, successfully building relationships with financial planning intermediaries.
Will joined LGT in 2008 having spent 15 years in the wealth management industry. He is a Partner and focuses on high net worth clients who require a broad range of wealth structuring and investment solutions.
David is a Partner at LGT, specialising in bespoke discretionary portfolio management. He sits on the Investment Committee which formulates the firm's investment policy. Previous positions include being an investment director at UBS Wealth Management UK Ltd and James Capel & Co. (now HSBC Investment Management). David is Chartered FCSI.
Chris is a Partner at LGT with over 30 years experience of managing discretionary portfolios for private clients, family trusts and charities, and is a Chartered Fellow of the Securities Institute.
Zoe is a Partner at LGT where she developed the Private Office offering and investment solutions for complex UK and international clients. Prior to LGT, Zoe spent ten years at Bank of Scotland and UBS, providing investment and wealth planning advice to entrepreneurs, RND individuals, offshore trusts and companies.
As an Investment Manager, Matthew advises private individuals, trusts, pension funds and charities on the management of their wealth. Matthew is a Chartered Fellow of the Chartered Institute for Securities and Investment with over 17 years' experience. His previous roles have been as director at Barclays Wealth & Investment Management and Rowan Dartington.
Andrew is an Investment Manager at LGT, with responsibilities including assisting in the management of private client portfolios, unit trusts and active options accounts. Andrew joined LGT from UBS Wealth Management where he was an Associate Director, and fund manager of the Way Elevation Cautious Managed fund.
James manages multi-asset portfolios for private clients, financial mutuals, charities & trusts. He is a member of the Institutional team. James joined LGT from Investec and is a graduate of the University of Nottingham. James is a Chartered Wealth Manager.
James manages multi-asset portfolios for private clients, financial mutuals, charities, trusts & Tier 1 investors. He is a member of the Institutional team. James joined LGT Vestra from Investec and is a graduate of the University of Nottingham. James is a Chartered Wealth Manager.
Ian is an Investment Manager at LGT and has been with the company since 2013. He has over 30 years industry experience in a variety of roles associated with managing discretionary and advisory portfolios for domestic and international private clients, as well as extensive experience managing institutional pension and corporate mandates.
Andrew is a Wealth Manager specialising in advising entrepreneurial clients and families on their financial affairs. Prior to joining LGT, Andrew was a director at Coutts Private Bank for 12 years and headed up the South West team for a number of years having also spent five years at the Bank of Scotland.
Andrew is a member of the Chartered Institute of Securities and Investment and holds a diploma in Private Client Investment Advice and Management.
Tom is a Portfolio Manager at LGT. He has 15 years’ experience managing multi-asset class private client and institutional portfolios, having previously been an Executive Director and Senior Portfolio Manager at Julius Baer. Tom spent eight years at Julius Baer where he chaired the UK Investment Committee and was the Head of Fixed Income in the UK discretionary team.
Prior to Julius Baer, Tom was the sole portfolio manager at multi-family office Nevastar Finance where he ran client portfolios and a global fixed income fund. Prior to Nevastar Finance, Tom was a portfolio manager at EFG Private Bank. Tom is a graduate of The University of Birmingham, holding a B.A. (Hons) in Political Science. Tom is a CFA charterholder and holds the Investment Management Certificate. In 2018 PAM Insight listed Tom in their Top 40 under 40.
George is an Investment Manager specialising in bespoke multi-asset class portfolios for private clients, charities and companies. Prior to working at LGT, George was at Risk Capital Partners where he worked in the investment team. He has completed the Investment Management Certificate, Investment Advice Diploma, Private Client Investment Advice & Management and is a Chartered Member of the CISI.
Sean joined LGT from Walker Crips Investment Management in 2015 and is responsible for managing discretionary and advisory portfolios for individuals, trusts and charities. Sean graduated from Loughborough University with a degree in Economics and is a Chartered Member of the CISI.
Nicholas has 20 years' experience as an Investment Manager in the wealth management industry. He advises his UK and international ultra high net worth clients on their wealth strategies and manages their investments. He is focused on ensuring the current and future financial well-being of his clients, their families and future generations, whilst taking a holistic approach to providing solutions to their circumstances, challenges and goals.
Daniel is an Investment Manager and a Chartered Wealth Manager. His expertise is in advising UK-resident non-domiciled individuals on the construction of bespoke investment portfolios. He previously worked in investment banking at BNP, Salomon Brothers and Citigroup and in private banking at Merrill Lynch and Julius Baer.
Lucy is an Investment Manager specialising in bespoke discretionary portfolios for HNW and UHNW entrepreneurs, professionals and families. Lucy has twelve years' experience in wealth management and is a Member of the Chartered Institute for Securities and Investments. She holds the Private Client Investment Advice and Management certificate and is a Chartered Wealth Manager.
Prior to joining LGT in 2018, Lucy was an Investment Manager at Cazenove Capital where she managed portfolios for complex and UHNW families. Lucy completed her qualifications at C. Hoare & Co. where she worked in the Wealth Management department looking after private clients and charities.
John is a Wealth Manager and specialises in advising and managing bespoke investment and financial planning strategies for HNW individuals, families, trusts and charities. John also heads up the Edinburgh office and has over 25 years of investment and wealth management experience. He joined LGT from Barclays Wealth having begun his career at Grieg Middleton.
George joined LGT as an Investment Manager in July 2017, after spending five years at Brewin Dolphin. George manages multi-asset portfolios for private clients, trusts and charities. After graduating from Durham University with a Master’s degree in Finance, George has since completed the CISI Chartered Wealth Manager qualification and the Investment Management Certificate (IMC). George is a CFA Level Two Candidate.
Ei May joined LGT in 2021. She is a Portfolio Manager, managing multi-asset class discretionary portfolios. She was previously an investment manager at Rathbones, and Smith & Williamson prior to that, where she managed discretionary portfolios for a wide range of private clients, charities and institutional clients.
Ei May holds a first class honours degree from Manchester University in International Business, Finance, and Economics. She is also a CFA Charterholder and a Chartered Wealth Manager through the CISI.
Steve manages discretionary and advisory portfolios for private clients, trustees, corporate clients, financial mutuals and pension schemes. He is a member of the firm's UK Equity Committee and key member of the Institutional team. Steve has had a 34 year career in financial services having worked for major financial institutions: UBS, Barclays, ABN Amro, Coutts. Member of the Securities Institute.
Thomas is an Investment Manager at LGT. Having joined in 2014, he manages private client portfolios as well as sitting on the Authorised Collectives Committee and the Non-Standard Investment Committee were he focuses on alternative investments research. Thomas graduated from Newcastle University with a Master's degree in Mechanical Engineering. Since joining, he has completed the Chartered Wealth Manager Qualification, Investment Advice Diploma and is a Chartered Member of the CISI.
Dan manages global investment mandates on behalf of private clients, charities and small institutions, including a number of clients with a sustainable focus. Dan studied PPE at Durham University. He holds the CISI Investment Advice Diploma and the Certificate in Private Client Investment Advice & Management
Peter is an investment manager at LGT, having joined in August 2017 from Brewin Dolphin. Peter has over 31 years' experience advising private clients and was formerly a member of the London office Executive Committee and head of the London office at Brewin Dolphin.
Lewis is an Investment Manager specialising in discretionary and advisory portfolio management for individuals, trust and charities. He graduated from the University of Leeds in 2012 with a first class degree in History and Politics, and has also spent time as a Parliamentary Assistant to a Government Minister. Lewis has completed the CISI Investment Advice Diploma and the Certificate in Private Client Investment Advice & Management.
Abika has looked after the assets of private clients and non-profits for a decade, with a specialism in sustainable investment. Abika has a BA (Hons) in History from the University of Bristol, the Diploma in Financial Planning, and is a Chartered Wealth Manager. Abika brings her broad experience - including as a fund analyst - to a number of our investment committees. In 2021, Abika won Investment Week’s Change Excellence Award at the Women in Investment Awards for her efforts to drive positive change within the industry.
Michael is a Senior Portfolio Manager at LGT, responsible for managing discretionary portfolios for high net worth clients. Prior to this, Michael worked for EFG Asset Management where he managed discretionary portfolios for a wide range of global clients. Michael holds a Masters of Engineering from Cambridge University and is a Chartered Financial Analyst.
James is an Investment Manager based in our Scotland office. He is a CFA Charter holder and manages bespoke investment portfolios for clients; he has five years of experience. Before working in wealth management, James was a helicopter pilot and worked in offshore oil and gas in the North Sea. James graduated from the University of St Andrews in 2008 before flight training and then completed his Master's in Finance and Investment Management at the University of Aberdeen in 2017 with distinction. He has worked in fixed income performance at Abrdn and latterly as an associate director at 7IM. James holds the IMC, CFA UK and is also an associate member of the Chartered Institute of Securities and Investment
Daniel is a Portfolio Manager at LGT, responsible for managing discretionary portfolios for high net worth clients. Prior to this he held similar roles at Partners Capital and Fidelity International. He holds a BA in Geography from the University of Nottingham and is a Chartered Financial Analyst.
Douglas is an Investment Manager at LGT and has been with the company since its inception in 2008. He is responsible for running portfolios for high net worth individuals and city professionals with his in-depth understanding of investments and structuring tax efficiently. Douglas graduated from Bristol University with a 1st class degree in Economics and holds the SII Diploma.
James joined LGT as a Partner in 2009 from Gerrard where he was head of pensions and charities and manager of the AES UK General Fund. From 1993-1995, he was head of asset management for Barclays Private Banking in Hong Kong.
James specialises in discretionary management for private clients.
Adam joined LGT in 2008 from UBS Wealth Management and is responsible for managing private client portfolios. Previously he worked at Jupiter Asset Management covering the mining sector and working in their private clients department, having started his career in 1997.
Henry is a Wealth Manager looking after High Net Worth clients and their families across Scotland. Henry holds the Fellowship of the CISI and has an LLB Hons in Scots Law with French Language. Previously Henry worked for Barclays where he had been a Wealth Manager/Private Banker since 2003. Prior to that he worked for Gerrard, having started his career with Greig Middleton in 1997. Henry has a strong track record of building long lasting client relationships, founded on integrity, service and trust.
David is a Wealth Manager who joined LGT from UBS where he had been a wealth manager since 2005, looking after Res Dom and RND clients. David works together with Kathryn Uhde where they co-manage their client book. Prior to joining UBS Wealth Management, David worked at UBS Investment Bank where he was involved with M&A activity initially in the telecoms and media space and then in the real estate, gaming and leisure area.
John is a Wealth Manager at LGT, specialising in providing investment solutions to private clients and institutional investors. He joined LGT in 2017 having graduated from the University of Bath with a degree in Chemistry with Management. John holds the CISI Investment Advice Diploma and the Private Client Investment Advice & Management qualifications and is a Chartered Member of the CISI.
John is a Wealth Manager specialising in advising entrepreneurs and their families, particularly following an exit from their business. Prior to joining LGT in 2018, John was a Vice-President at Credit Suisse Private Bank for 7 years. John currently sits on the LGT Charity Committee and is a Chartered Fellow of the Institute of Securities and Investments, who he also advises as an industry specialist. John studied at Cardiff University and holds the IAD, PCIAM qualifications.
David is an Investment Manager specialising in discretionary portfolios for families, entrepreneurs, Court of Protection and those in the worlds of media and sports. Previously a professional skier and now with 12 years’ experience in the investment world, David was recognised as one the PAM Top 40 Under 40 in 2022. He has worked for Fisher Investments as well as a boutique adviser in the West End of London before he moved to LGT in 2019. David holds the Diploma in Regulated Financial Planning, the Private Client Investment Advice & Management and is a Chartered Member of the CISI.
Joe is an Investment Manager at LGT, responsible for managing discretionary and advisory private client portfolios. Joe is a Chartered FCSI and joined LGT from Investec Wealth and Investment. Prior to his time at Investec, Joe spent three years at Ruffer LLP. Joe started his career in the City at Close Asset Management having completed a Law degree at the Nottingham Law School.
Kathryn joined LGT from UBS where she spent 14 years as a wealth manager. Prior to that, she performed the same function at Merrill Lynch in London. Before coming to the UK in 2000, she was a municipal bond trader in Chicago.
Andrew joined LGT in 2008 and is an Investment Manager, responsible for managing multi-asset portfolios for private clients, charities and trusts as well as sustainable investment mandates. Andrew graduated from University College London in 2004 and previously worked for UBS prior to joining LGT. Andrew is a Chartered Fellow of the Chartered Institute of Securities and Investment. Andrew holds the CISI Chartered Wealth Management qualification.
Marcus is a highly experienced Wealth Manager in our Private Office at LGT. He advises families and individuals utilising our in-house multi family office expertise. He spent 15 years at UBS primarily working in the ultra high net worth global sector. Prior to this, Marcus was a Partner at a pensions and investment advisory boutique which was acquired by UBS in 2004. Formerly a maths teacher, Marcus is a Chartered Member of The Institute for Securities & Investment. In addition he has attained Chartered Institute qualifications for pensions advice.
Toby is an Investment Manager at LGT, responsible for managing multi-asset portfolios for private clients and trusts. He joined the firm in 2013, having held a similar position at Bedlam Asset Management. Prior to that, he worked as an Economist for HM Treasury. He holds a BA in Economics from Durham University and is a CFA Charterholder.
Angus is an Investment Manager at LGT, specialising in advising private clients on their global financial affairs. He graduated from the University of Exeter with a First Class degree in Economics and Finance. Angus is a Chartered Member of the CISI and holds the Chartered Wealth Manager Qualification, the PCIAM and the IAD.
Joanna is an Investment Manager specialising in bespoke multi-asset class discretionary and advisory managed portfolios for individuals, trusts and charities. She has been with LGT Wealth Management UK since its inception in 2008, having previously worked for UBS Wealth Management, and Bloomberg as a graduate. Joanna holds a BA Honours degree in French, German and Spanish from the University of Nottingham. She has completed the Investment Management Certificate as well as the CISI Diploma examinations in Regulations and Compliance and Private Client Investment Advice and Management.
Jordan joined LGT in 2019 on the Sustainable MPS team and is a Portfolio Manager, responsible for running our centrally constructed sustainable portfolio service for direct private clients. He feeds into sustainable fund research and is a member of the Sustainable Investment Committee as a voting member, providing sustainable portfolio solution for the intermediary market. Jordan holds a first class Mechanical Engineering degree from the University of Liverpool and holds the CISI IAD, PCIAM and CFA certificate in ESG investing.
Ben is Partner and an Investment Manager in the Private Office, advising UHNW families. Ben previously worked for ten years as an investment adviser at Morgan Stanley and at Credit Suisse focusing on sophisticated investors. Ben is a trustee of One World Media and an adviser to a global family foundation. He has been recognised as a PAM Top 40 Under 40 Wealth Manager.
Nikolai is a Wealth Manager in LGT’s Private Office and has over ten years’ experience advising international ultra-high-net worth clients and their families, based in the UK and abroad. Prior to joining LGT in 2018, Nikolai worked as a private banker at HSBC, Societe Generale and Citigroup. He holds an MBA from Moscow International Higher Business School MIRBIS and is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI). Nikolai speaks Russian and English.
Maeve is a Senior Wealth Manager in LGT's Private Office team and has over 25 years’ experience advising ultra-high net worth private clients and family offices within the UK and internationally. Maeve's previous experience includes heading up the international private banking team at Credit Suisse along with senior executive positions at Coutts and Barclays Wealth.
Nicholas has 20 years' experience as an Investment Manager in the wealth management industry. He advises his UK and international ultra high net worth clients on their wealth strategies and manages their investments. He is focused on ensuring the current and future financial well-being of his clients, their families and future generations, whilst taking a holistic approach to providing solutions to their circumstances, challenges and goals.
Effie is a Partner and Investment Manager within LGT Wealth Management’s Private Office. 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.
Alex is an Investment Manager who joined LGT Wealth Management in 2019. He has over 8 years’ experience in the Wealth Management industry predominately focusing on High Net Worth and Ultra High Net Worth individuals, as well as a number of Charities. Alex was part of the first apprenticeship scheme run by UBS Wealth Management in 2014 before being promoted in 2016. Alex holds the Investment Advice Diploma and was awarded a distinction in his Private Client Investment Advice Management Diploma. Alex is a Chartered Fellow of the Chartered Institute of Securities and Investment.
James is a Wealth Manager specialising in advising high-net-worth private clients and their families on their global financial affairs. James has 12+ years’ experience working in financial services, where he has previously held roles with Deutsche Bank, Morgan Stanley and Credit Suisse. James is a Chartered Member of the CISI and holds the Investment Advice Diploma level 4 and Private Client Investment Advice Management Diploma level 6 qualifications. Outside of the firm James is on the Board of Governors for Leeds Art University.
Paul is a Partner and Wealth Manager within the Private Office team, and has over fifteen years’ experience advising UHNW individuals and families on their complex financial affairs. Prior to joining LGT in 2015, Paul was a Director at Barclays Private Bank. Paul is a member of the Chartered Institute of Securities and Investment.
Harry is an Assistant Investment Manager within our Private Office team, assisting with the management of Ultra High Net Worth client relationships and investment portfolios. Harry joined LGT in 2018 after graduating from the University of Kent with a BSc in Financial Economics and previously worked as a credit risk analyst for Lloyds Banking Group. He is a holder of the Investment Advice Diploma, the PCIAM certificate, and is now studying towards the Chartered Wealth Manager qualification.
Marc is a Wealth Manager in the LGT Private Office. He has 20 years’ experience in private client and institutional asset management and corporate finance having held leadership roles at Tier 1 banks, a Multi-Family Office and as a founding board member of a UK based Fintech. Marc holds an MA(Hons) in Economics from Heriot-Watt University and an MA in Economics from the University of Nottingham.
Zoe is a Partner at LGT where she developed the Private Office offering and investment solutions for complex UK and international clients. Prior to LGT, Zoe spent ten years at Bank of Scotland and UBS, providing investment and wealth planning advice to entrepreneurs, RND individuals, offshore trusts and companies.
Marcus is a highly experienced Wealth Manager in our Private Office at LGT. He advises families and individuals utilising our in-house multi family office expertise. He spent 15 years at UBS primarily working in the ultra high net worth global sector. Prior to this, Marcus was a Partner at a pensions and investment advisory boutique which was acquired by UBS in 2004. Formerly a maths teacher, Marcus is a Chartered Member of The Institute for Securities & Investment. In addition he has attained Chartered Institute qualifications for pensions advice.
Valentina is a Partner and Head of International at LGT. She focuses on UK resident non-domiciled clients and international families. Valentina spent five years at Kleinwort Benson as Head of International and previously seven years at the London office of Clariden Leu where she was Head of UK Resident Non-Domiciled. Her private banking career started at Schroders Private Banking where she spent eleven years, becoming a director within the International team in 2003. Valentina is a CISI Chartered Fellow and a Member of the CFA Institute and speaks Italian and French.
Ruzanna is a Wealth Manager at LGT. She started her career in wealth management in Beijing, China before relocating to the UK, and has over ten years’ experience in international private banking, looking after UHNW and HNW clients. Previously, Ruzanna worked in global financial institutions including Royal Bank of Canada, Barclays Private Bank and, more recently, the Swiss private banking group Mirabaud. She is a member of the Chartered Institute for Securities and Investments. Ruzanna is a Russian and Mandarin speaker.
Prashanth is a Wealth Manager at LGT. He focuses on UK domestic and international clients. Prior to joining LGT, Prashanth spent 12 years at Citi where he worked with private clients and lead a team of Relationship Managers, who were looking after UHNW and HNW clients. Prashanth is a member of the Chartered Institute for Securities and Investments. He holds the IAD and PCIAM qualifications and speaks Hindi and Tamil in addition to English.
Jack is a Wealth Manager at LGT, focusing on the Middle East and working with high and ultra-high net worth individuals. He started his career in wealth management at Santander Bank UK in 2002 where he was a Personal Financial consultant. After that, he joined CitiBank where he spent 5 and half years within the Private Bank with focus on the Middle East. Jack opted afterwards to work and be based in the GCC region for 8 years with International and regional institutions, helping them establish their local wealth management platforms and build a book of Business. In 2018 Jack returned to the UK where he continued the GCC coverage for Credit Suisse in London. Jack is currently a Level 4 certified in Investment Advice Securities and Derivatives and an associate of the CISI in the UK. Jack speaks Arabic and French in addition to English.
Jacqueline is Head of the Institutional team managing £950m assets for financial mutuals, trustees, DB pension schemes, charities as well as HNW individuals and family groupings, including Tier 1 investor relationships. Jacqueline has had a 34-year career in financial services having previously held senior positions at HSBC and BNP Paribas. Jacqueline is also IFA qualified, and Member of the Securities Institute.
James manages multi-asset portfolios for private clients, financial mutuals, charities, trusts & Tier 1 investors. He is a member of the Institutional team. James joined LGT from Investec and is a graduate of the University of Nottingham. James is a Chartered Wealth Manager.
Steve manages discretionary and advisory portfolios for private clients, trustees, corporate clients, financial mutuals and pension schemes. He is a member of the firm's UK Equity Committee and key member of the Institutional team. Steve has had a 34 year career in financial services having worked for major financial institutions: UBS, Barclays, ABN Amro, Coutts. Member of the Securities Institute.
Heinz joined LGT as a fixed income strategist from Investec Wealth and Investment and works closely with clients across all sectors. He is a key member of our Charities, Friendly Societies and Financial Mutuals team. Prior to this, Heinz was senior investment manager and head of BNP Paribas' UK Fixed Income where he was also a prominent member of their Investment Committee. Heinz has over 34 years' experience in managing client assets, and has specialised in fixed income for a large part of his career.
Hinesh joined LGT from Quilter Cheviot where he was an investment analyst focused on portfolio construction techniques, investment risk, strategy and performance. He is CFA Charterholder with over eight years’ experience in the industry, having previously worked in fund research and fund management.
Ola is a Partner and Senior Wealth Planner at LGT, leading the firm's Family business governance and succession service. Working alongside the investment managers, Ola provides specialist advice to clients in all areas of wealth planning, in particular helping entrepreneurial families navigate their business, ownership and family structures. Prior to LGT, Ola was a wealth planner at Killik & Co. He is a Chartered Financial Planner and Fellow of the Personal Finance Society. He is also a full member of the Society of Trust and Estate Practitioners with additional qualifications on advising UK connected international clients and family owned businesses.
Simon is Head of Wealth Planning and a Partner at LGT. Previously, Simon held a similar position at HSBC Private Bank advising the bank's largest clients on all areas of Wealth Planning and International Wealth Structuring. He is a Chartered Financial Planner and a Chartered Member of the Securities Institute. He is also a Fellow of the Personal Finance Society and a full member of the society of Trust and Estate Practitioners.
Andrew is a Wealth Planner at LGT and has worked within the financial services sector for over 29 years, during which he has specialised in Personal & Corporate Pensions, Investments together with Personal & Corporate protection. Andrew is a registered Long Term Care specialist.
Matthew is a discretionary Investment Manager and Chartered Financial Planner at LGT. He advises private individuals, trusts and charities on the management of their wealth. With over 25 years experience, previous roles include director at Kleinwort Benson and a divisional director at Carr Sheppards Crosthwaite (now Investec Wealth).
Robert is a Wealth Planner at LGT and deals with both individual, trustee & corporate clients helping in establishing and addressing their needs. He is also an FCA registered Pension Transfer Specialist. Robert has worked in financial services for over 42 years both in the institutional and retail sector.
Ashleigh is a Wealth Planner at LGT. She works alongside the investment managers to provide comprehensive financial planning to clients. This includes overall wealth structuring, pension and retirement planning, cash flow analysis and intergenerational wealth planning.
Ashleigh is a Chartered Financial Planner and holds the STEP Diploma in Tax & Estate Planning. She is a member of the Personal Finance Society, the Institute of Financial Planning and the Society of Trusts and Estate Practitioners.
Swaati is a Senior Wealth Planner at LGT and has worked in the financial services industry for over 15 years, during which she has qualified as a Chartered Financial Planner, a Chartered Member of the Chartered Institute for Securities & Investments, and is also a Fellow of the Personal Finance Society. Working alongside the investment managers, Swaati has experience advising high and ultra-high net worth individuals providing specialist advice in all areas of wealth planning, including pension advice, overall wealth structuring, retirement income funding, and intergenerational wealth planning. Prior to LGT, Swaati was a Senior Financial Planner at Saunderson House.
Graham is a Partner, Wealth Manager and Team Head at LGT. He has worked within the financial services sector for over 32 years, during which he has specialised in Personal & Corporate Pensions, UK and Offshore-based Investments together with Inheritance Tax mitigation strategies. Graham is also an FCA registered Pension Transfer Specialist.
Dan is the CEO of LGT Wealth Management Jersey. As well as responsibility for the Jersey operation, Dan also manages portfolios for both institutions and private clients. He has more than 25 years' experience in the offshore investment industry. He is a CISI Chartered Fellow and a CAIA Charterholder.
Rohit Ahluwalia
Partner, Head of International Investment Solutions
Neville is an Investment Consultant at LGT, based in our Jersey office. Having worked in the industry for over 35 years, Neville has a wealth of experience combined with extensive market knowledge. Neville is a Chartered Fellow of the Chartered Institute for Securities and Investment and holds the Investment Advice Diploma (Securities).
Simon joined LGT from Barclays where he was head of compliance overseeing investment, funds and banking. Prior to that, he worked at Coutts. With over 15 years experience, Simon holds a Post Grad in GRC and has passed the Private Client Investment Advice and Management.
Trevor manages discretionary and advisory portfolios for private clients along with both corporate and trust structures. Trevor was an investment manager at Standard Bank Jersey before joining LGT in 2011. Trevor is an Associate of the Chartered Institute for Securities and Investment and holds their Investment Advice Diploma.
Neville is an Investment Consultant for our Jersey office. Having worked in the industry for over 30 years Neville has a wealth of experience combined with extensive market knowledge. Neville is a Chartered Fellow of the Chartered Institute for Securities and Investment.
Nick joined LGT in 2016. Nick's role involves assisting the PM's evaluate, optimise and recommend solutions for client portfolios, on both a discretionary basis and for the offshore MPS Strategies. Nick graduated from the University of Exeter with a BSc (Hons) degree in Mathematics, Statistics and Operational Research.
Ian has worked in the finance industry for 20 years, with positions at Laing & Cruickshank, UBS and Ravenscroft in Jersey. He joined LGT as an advisory portfolio manager and more recently works with the discretionary offshore team. Ian is a Chartered Member of the Securities Institute.
Barry manages portfolios for private clients along with both corporate and trust structures. Barry was a director at UBS and Ravenscroft in Jersey before joining LGT in 2015. Barry is a Chartered Fellow of the Securities Institute, having passed the PICAM and Regulation and Compliance examinations.
Craig has over 20 years’ experience in financial services, providing investment, banking and structuring advice to private clients across multiple sectors and jurisdictions. The majority of his career has been spent at Royal Bank of Scotland, and more recently Coutts Private Bank. He joined LGT Vestra in September 2020. Craig is a Chartered Fellow of the Chartered Institute for Securities and Investments.
Scott joined LGT from Ravenscroft Stockbroking & Investment Management Limited where he was a senior investment manager, advising and managing offshore multi-asset portfolios. He has over 25 years of experience working in the offshore investment industry in both discretionary management and advisory stockbroking. Scott is a Chartered Fellow of the CISI.
William is a Partner at LGT. With 20 years’ experience across financial institutions including UBS and Singer & Friedlander, incorporating fund management, charities investment, and High Net Worth (HNW) private client roles, the management of investments for HNW individuals and families remains his core focus at LGT. William is a Chartered Fellow of the CISI and holds a Masters Degree in European Business. He enjoys building long-term client relationships based on performance, service and integrity.
Andrew is a Wealth Manager specialising in advising entrepreneurial clients and families on their financial affairs. Prior to joining LGT, Andrew was a director at Coutts Private Bank for 12 years and headed up the South West team for a number of years having also spent five years at the Bank of Scotland.
Andrew is a member of the Chartered Institute of Securities and Investment and holds a diploma in Private Client Investment Advice and Management.
+44 (0)117 422 4012
Andrew is a wealth manager specialising in advising entrepreneurial clients and families on their financial affairs. Prior to joining LGT Vestra, Andrew was a director at Coutts Private Bank for 12 years and headed up the South West team for a number of years having also spent 5 years at the Bank of Scotland.
Andrew is a member of the Chartered Institute of Securities and Investment and holds a diploma in Private Client Investment Advice and Management.
Lloyd started his career with Lloyds Mayfair Private Banking where he spent 24 years and then moved to UBS Wealth Management. He specialises in high net worth individuals and their company, trust and charitable needs, helping them meet their financial and personal goals, drawing on his experience in wealth structuring and financial planning.
Lloyd is a member of the Chartered Institute of Securities and Investment and holds a diploma in Private Client Investment Advice and Management.
+44 (0)117 422 4013
Lloyd started his career with Lloyds Mayfair Private Banking where he spent 24 years and then moved to UBS Wealth Management. He specialises in high net worth individuals and their company, trust and charitable needs, helping them meet their financial and personal goals, drawing on his experience in wealth structuring and financial planning.
Lloyd is a member of the Chartered Institute of Securities and Investment and holds a diploma in Private Client Investment Advice and Management.
+44 (0)117 422 4013
Lloyd started his career with Lloyds Mayfair Private Banking where he spent 24 years and then moved to UBS Wealth Management. He specialises in high net worth individuals and their company, trust and charitable needs, helping them meet their financial and personal goals, drawing on his experience in wealth structuring and financial planning.
Lloyd is a member of the Chartered Institute of Securities and Investment and holds a diploma in Private Client Investment Advice and Management.
Andrew heads up the Bristol office as well as looking after high net worth clients. Prior to LGT, Andrew headed up the global cash and banking business for Barclays Wealth. During his 20 plus year career, Andrew has experience of developing e-commerce businesses, mergers and acquisitions and commercial lending property management, providing clients with a wealth of experience.
Alex is an Investment Manager who joined LGT Vestra in August 2019. Alex was part of the first apprenticeship scheme run by UBS Wealth Management in 2014 before being promoted to a Client Advisor Assistant in 2016. Alex holds the Investment Advice Diploma and was awarded a distinction in his Private Client Investment Advice Management Diploma. Alex is a member of the Chartered Institute of Securities and Investment.
Abika has looked after the assets of private clients and non-profits for a decade, with a specialism in sustainable investment. Abika has a BA (Hons) in History from the University of Bristol, the Diploma in Financial Planning, and is a Chartered Wealth Manager. Abika brings her broad experience - including as a fund analyst - to a number of our investment committees. In 2021, Abika won Investment Week’s Change Excellence Award at the Women in Investment Awards for her efforts to drive positive change within the industry.
Elliott is a Partner and Investment Manager at LGT Wealth Management with over ten years’ experience in the industry. Elliott looks after the wealth management needs of private clients and their families. Prior to joining the company in 2017, he managed a portfolio of high-net-worth clients at HSBC Private Bank having previously worked for Standard Chartered Bank in Hong Kong. Elliott holds the CISI Chartered Wealth Manager Qualification, is a Chartered Member of the CISI and is currently undertaking an MBA at Imperial College Business School.
As an Investment Manager, Matthew advises private individuals, trusts, pension funds and charities on the management of their wealth. Matthew is a Chartered Fellow of the Chartered Institute for Securities and Investment with over 17 years' experience. His previous roles have been as director at Barclays Wealth & Investment Management and Rowan Dartington.
With over 40 years' investment experience, Jonathan is LGT's Chief Investment Officer. Prior to joining LGT, he worked for Deutsche Bank’s Private Wealth Management division, latterly as head of portfolio management for the UK. He has a degree in Natural Sciences from Cambridge University and is a Chartered Fellow of the CISI.
Russell is Head of Equities at LGT and has worked in the City for nearly a quarter century with equal time spent on the buy and sell sides. He has experience in Japanese and global markets more generally. Russell holds an Accountancy degree and the CFA.
Jeremy is our Deputy Chief Investment Officer. He sits on the Investment Committee and chairs the Fixed Income Committee. His coverage encompasses both rate and credit products and works closely with the funds team. Jeremy joined from Korea Investment Corporation where he was a fixed income portfolio manager and worked for Alliancebernstein prior to that. He has a degree in Banking and International Finance from Bayes Business School and is a CFA Charterholder.
James is LGT's Head of UK Equities and a member of the firm’s Investment Committee. He has been with the firm since May 2009, having previously worked as a stockbroker for Deutsche Bank, and an investment manager at Aviva and Equitable Life.
Tom is Head of Authorised Funds at LGT, chairing both the Authorised Collectives and Investment Trust Committees. Beforehand, Tom was at Brewin Dolphin for ten years before Blackrock, where he was a member of the Risk and Quantitative analysis team (RQA). Tom started his career at Combined Actuarial Performance Services (CAPS) and passed the IMC in 2009.
