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.

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.

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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.

Serving charity and endowment clients with thoughtful global investment solutions, our expertise is an asset for you to draw on. We deliver practical added value with unique investment and sector insights, alongside guidance on best practice.

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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

Central banks’ communication strategies shifting from forward guidance to data dependency has increased market volatility and made forward planning more challenging, as central banks now rely on the latest economic data.

13 September 2024

Superstitions like Friday the 13th can affect financial markets, whereby investors allow psychological factors to influence their decision making on these supposedly unlucky days. It’s important to stay aware of how emotions and biases can affect your choices

September has got off to a volatile start, as concerns mount over the state of the US economy and equities and bonds are now negatively correlated—bonds have outperformed while equities have fallen, as concerns are no longer driven by inflation but a weakening labour market and its potential to...

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

Welcome to LGT Wealth Management

Expertly managed

Wealth management

Financial advisers

Charities

Institutional services

US connected clients

Insights

Market View

Central banks' data dependency and market volatility

The Friday the 13th effect: superstitions in behavioural finance

Inflation concerns fade and shift toward growth

Read more

Our news