LGT Wealth Management has announced the appointment of Andrew Bell as a Wealth Planner in its Leeds office and confirmed Elliott O’Brien as Head of Leeds, underscoring the firm’s continued investment in strengthening its regional presence. Elliott will continue to sit as Head of Strategy Development for the firm.
Andrew joins LGT Wealth Management with more than 20 years’ experience advising high-net-worth private clients on the management of their financial affairs. His expertise spans pensions and retirement planning, tax-efficient investing, inheritance tax planning, personal protection and wealth structuring, particularly in relation to business exits.
Before joining LGT Wealth Management in 2025, Andrew was a Senior Wealth Planner at UBP. Prior to this, he spent five years at Investec as a Senior Financial Planner and ran his own directly authorised advice firm, specialising in joint ventures with accountants and solicitors. Andrew is a Chartered Financial Planner, a member of the Chartered Institute for Securities & Investment (CISI) and a Fellow of the Personal Finance Society (PFS).
Elliott O’Brien’s expanded role as Team Head will see him take responsibility for driving strategic development across the business, alongside leading the firm’s Leeds office as it continues to grow its client base and adviser team in the region.
Commenting on Andrew’s appointment, Elliott O’Brien said: “As LGT Wealth Management continues to grow its presence across the UK, investing in experienced advisers and strong local leadership is key to providing specialist wealth planning for families and business owners. Andrew’s depth of experience and client-focused approach will be a real asset to our team, allowing us to support the next phase of growth for the Leeds office and the wider business.”
Learn more about the Leeds team here.
LGT Wealth Management UK LLP ("LGT Wealth Management") is a UK-based wealth management partnership which provides a comprehensive range of investment management, wealth planning and private investment office services. LGT Wealth Management employs over 650 staff and has offices in London, Jersey, Bristol, Edinburgh, Leeds, Birmingham and Manchester. www.lgtwm.com
LGT Wealth Management is part of LGT Group, a leading international private banking and asset management group that has been fully controlled by the Liechtenstein Princely Family for over 90 years. As at 30 June 2024, LGT Group managed assets of CHF 356 billion for private individuals and institutional clients. LGT employs over 5000 people who work out of more than 30 locations in Europe, Asia, the Americas, Australia and the Middle East. www.lgt.com