While the world shrinks, our ambitions expand
LGT Wealth Management US is a specialist subsidiary of LGT Wealth Management UK LLP, set up specifically to help 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 believe that having a global perspective is the only way to achieve our clients’ goals. That is why we offer two ways of investing that have an international approach at their core. We offer a bespoke solution where we tailor the portfolio to your individual requirements and risk profile, taking into account currency exposure, tax constraints and your lifestyle requirements. Where appropriate, we also offer a model portfolio service that provides a cost-effective investment solution via a range of risk-rated models that take into account global investment constraints.
Our international expertise means that we can help construct and implement investment strategies that are tax efficient under both US and UK tax systems. To assist you with your tax obligations we provide separate tax packs for the different tax years.
We are authorised and regulated by the Financial Conduct Authority in the UK and we are a Registered Investment Adviser with the Securities & Exchange Commission in the US.