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.

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.

Portfolio management for charities


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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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


Market View

Buy back one bond, get one free

Companies are taking advantage of discounted bond prices to buy back debt at a reduced cost, effectively allowing them to pay less while reducing their debt by the full par value. With central banks maintaining high interest rates, more companies are expected to pursue similar debt reduction opportunities over the next 12 to 18 months, enhancing their credit metrics and financial stability.


"Nothing … nothing … a different world”

Experts believe we could be on the verge of entering a new era of computing – the quantum era. The industry is poised for exponential growth over the current decade, with estimates ranging from a 15% to 50% compound annual growth rate.
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Market View

A tale of two inflation releases

Markets had a strong start to the year as it appeared likely a soft landing would be achieved. Although investors pared back the number of expected rate cuts this year, this came as a result of a more resilient global economy. Furthermore, it seemed as though central banks had successfully...

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