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.

Bauer brothers, Hortus Botanicus, detail from “Rosa flavo, yellow rose” 1776/1804

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.

Close-up of a butterfly wing shows LGT Wealth Management's fresh perspective on managing client wealth

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.

Intertwining architecture representing skill, precision and entrepreneurial spirit

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.

Aerial view of maze demonstrating the impartiality of an outsider perspective

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.

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

Insights

Investor activity tends to fall off as we approach the holiday season at the end of the year. As such, liquidity tends to be more challenging, with investors looking to position themselves for the new year. This combination tends to push markets up and as such, has been dubbed the Santa rally.