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

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

An early Santa rally

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.

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Lifestyle

Repeat what works (and repeat again)

The term Black Friday is currently synonymous with an enormous global shopping event, imported by large US conglomerates.
Skyscraper, buildings, city
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.

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

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