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.

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

Does seasonality matter?

Many investors will no doubt be pleased to see the end of September. Historically the worst month for stock markets, this September was no exception. In this article we’ll look at this historical seasonality in the stock market and whether important investment implications can be derived from it.

Warren Buffett in a suit and a red tie
Lifestyle

Warren Buffett's 1949 financial bible: outdated or timeless?

Legendary investor Warren Buffett attributes much of his success to The Intelligent Investor, a book by Benjamin Graham that was first published in 1949. In today’s multimedia world, getting through its over 600 pages can seem like quite a challenge – but it can pay off.
Bank of England and the Royal Exchange in London
Market View

Reflection time for central banks

The news this week focused on central bank activity, with the Federal Reverse (Fed) and the Bank of England (BoE) deciding to keep rates on hold. Looking back at the whole hiking cycle, both central banks have now delivered rate increases in a relatively short timeframe to bring their...

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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.

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