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.

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


Market View

US earnings: expectations vs reality

A rather antiquated phrase, with more resonance on this side of the Atlantic, “after the Lord Mayor’s show comes a dustcart”, could well apply to expectations for the first quarter earnings season in the US.

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Creating a legacy through philanthropy

With so many worthwhile charities in need of funds, it can be challenging for the would-be philanthropist to know where to start. How do you decide where to target your support? Can you be sure that your gift will make a real difference? And does it matter that you don’t have huge amounts of...
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Market View

Looking past the click bait

There is an obvious evolutionary logic for humans to be drawn to risk assessment. From Neanderthals to Millennials, our health and safety, and that of our loved ones, remains our biggest asset.

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

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

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