Company news

The award-winning SMPS, comprising five portfolios, has seen significant growth of over £1 billion since its launch in 2018. The team is supported by dedicated sustainable portfolio managers, researchers and analysts, along with LGT Private Banking’s global sustainable investing platform. LGT’s long-standing and holistic dedication to sustainability is core to its business strategy and further strengthens the proposition financial advisers can offer to their clients. Ben joins from Brooks...

The high-quality UK and Jersey-based discretionary fund management business that LGT has agreed to acquire from abrdn, encompasses a profitable and long standing portfolio of high-net-worth clients and charities. Upon closing of the transaction, LGT Wealth Management, the UK-based wealth manager and part of LGT, will assume the client relationships of the acquired business and all of its employees. LGT Wealth Management will thus increase its assets under management from around GBP 22...

As Head of Business Transformation, Elliott will work in conjunction with Simon Boyley, Head of Technology and the firm’s client facing and adviser facing teams to shape and deliver the firm’s digital strategy, centered on enhancing the client and adviser experience. The firm is committed to offering a digital experience that is complemented by an unparalleled personal service. Elliott brings 10 years of client-facing experience as an Investment Manager, having joined the company in 2017...

Sanjay is a founding Partner and currently Head of Portfolio Management at LGT Wealth Management, specialising in managing global investment mandates with multi-asset class solutions. He has played a key role in the Company’s development, joining the Management Board in 2016, as well as sitting on the Investment Committee and the Investment Risk Committee since inception. Sanjay joined the Company at the outset in 2008 from UBS Wealth Management. Prior to this, he was an Investment Director...

At the 14th Global Private Banking Awards in early November, the Financial Times publications Professional Wealth Management (PWM) and The Banker recognized the world’s best private banks from among 120 participating banks. This year marks the first time that LGT has been acknowledged for its services in the area of philanthropy. LGT’s outstanding network, comprehensive support and proven experience in philanthropy advisory set it apart from the other contestants, and earned it the...