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

Wealth Management

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LGT Wealth Management Jersey

Wealth may be offshore but it should never be all at sea

More information

Our investment managers in Jersey have extensive offshore wealth management experience. From Jersey we offer wealth management services primarily to the international market. We work with international and UK private clients, fiduciaries, pensions, institutions and charities.

Our global investment services are available in all major currencies, providing clients with a focused discretionary portfolio management service. In addition to providing our discretionary and advisory portfolio services, we also offer a private client broking service.

Our offshore model portfolio service for advised clients or professional advisers, can be accessed through our own custodian arrangements or via one of the leading offshore platform providers.

In addition to this, we also provide an option for clients to have their assets placed in the custody of LGT in Switzerland or Singapore.

Authorised and regulated by Jersey Financial Services Commission.

Discretionary portfolio

Our investment process defines the structure of these portfolios, but the day-to-day management is given to your personal investment manager. This is the choice for clients who wish to delegate all investment decisions to someone else.

Advisory portfolio

Maybe you prefer to be more involved with both the investment strategy and the daily decisions.

Your investment manager will have an understanding of your objectives and sensitivity to risk and will match investment ideas accordingly. No transaction will be executed without your prior agreement.

Private client broking

We understand that each person has their own unique financial goals and circumstances. With that in mind, our highly experienced team of private client stockbrokers provide a professional and bespoke advisory and execution investment service, advising on a diverse range of securities listed on most of the world’s main stock and bond markets.

Literature

LGT Wealth Management Portrait

Investment Approach brochure

Jersey - A fresh approach

Jersey - For your protection

Our Offshore Factsheets are available for Financial Advisers on our literature for advisers page