Wealth Management
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Investment decisions are driven by hopes, fears and dreams as much as by facts and analysis. We realise that wealth has social and human dimensions and understanding the full picture, looking at both the rational and the emotional, is what we do at LGT.

Investment philosophy and process

One of a kind. We create a bespoke portfolio to meet your requirements.

Portfolios
Fiduciary
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- Pension Schemes
- Fiduciary Management investment philosophy and process
We offer bespoke delegated investment services to defined benefit schemes, releasing trustees to focus their governance budget on strategic issues including the scheme's funding position, recovery plan and employer covenant.

We work with trustees, actuaries and consultants to determine the investment strategy that is appropriate to the circumstances of the scheme.

Pension schemes
Financial Advisers
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We believe great results come from working in close partnership with you, the adviser. We give you a tailored service and the resources you need to help grow your business and achieve the best outcome for your clients. We provide support in the way that best suits you and your clients.

Working in partnership

Visit our literature page for publications for advisers as well as links to our blog.

Literature
Commitment
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We see wealth not as an end in itself but also as a means of creating social and cultural added value. We support a range of initiatives across the environment and society, art, culture and sport.

Sponsorship

Our aim is to create long-term value for all of our stakeholders: clients, shareholders, our people and society.

Read more about our charitable commitment
About us
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LGT Wealth Management is part of the international private bank and asset manager LGT Group, owned by the Princely Family of Liechtenstein. When we set up our business in 2008, our aim was to offer a fresh approach to wealth management. The plan was simple: put our clients first by providing a transparent service, designed around what is right for each of them.

LGT Wealth Management

Here you can find our latest press releases, news articles and our most recent social media posts.

Media
Publications
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You can find all our publications here including our brochures, market commentary and reports.

Our literature

A way with words. Our insights on the current markets and wider events.

Read our blog

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UK's Vestra Wealth Treats US Tax Compliance Rules As An Opportunity - wealthbriefing

21 May 2013

Some wealth management firms outside the US may be turning down American expat clients due to their being seen as a compliance nightmare but as far as UK-headquartered Vestra Wealth goes, this is a customer segment worth catering to.

Last week, the firm - set up almost five years ago by former UBS senior manager David Scott and other colleagues - announced it was creating Vestra US Wealth Management, designed specifically for US clients facing the kind of complex tax and financial issues raised by the recently-enacted FATCA Act.