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.

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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.

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Wealth management

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.

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Financial advisers

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.

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Institutional services

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.

US connected clients

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 know that wealth is personal, which is why we work in partnership with you to achieve your financial ambitions. Being entrusted with your money is a privilege we never take for granted.

Ben Snee CEO LGT Wealth Management
Ben Snee

Insights

Market View

Are investment trusts also on sale this Black Friday?

There is an opportunity set building in the investment trust sector, one that medium-to-long term investors should pay close attention to.

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Market View

Rock and a hard place

Olawale Adeosun, Head of Regional Wealth Planning, summarises the key headlines from the Chancellor’s Autumn Statement.
marble ascending staircase
Market View

Up the stairs, down the lift

It appears from every incremental data point we receive, markets are more convinced the interest rate hiking cycle has reached its peak, despite some hawkish rhetoric from Federal Reserve (Fed) Chairman Jerome Powell last week.

Read more

Our Insights share our thoughts on the markets and our approach to investing. Find our latest articles here.

Our news

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

All company news

Contact us