Our company Championing your interests

With our client-first approach to wealth management, our aim has always been to positively challenge the status quo in our industry. We offer a truly bespoke, transparent, whole-of-market service and always strive to exceed client expectations. 

LGT Corporate Movie

We are LGT

Forward-looking for generations

Company profile Values you can trust

Our business was founded on integrity: the belief that championing our clients’ interests, over and above a relentless drive for profit at all costs, was the right thing to do. We are not afraid to make decisions that positively set us apart from the crowd. This ethos has allowed us to attract some of the best talent in the industry. 

As part of LGT Group, one of the last family-run private banks, we are able to leverage the support of our forward-thinking owners, the Princely Family of Liechtenstein, as we seek out new ways to improve our client experience. 

We understand that it is a privilege to look after our clients’ wealth and believe we must continuously earn the right to do so.

Client-centric

  • We strive for clients to love being clients.
  • We understand the social and human dimensions of wealth.
  • We never lose sight of the fact it is our clients’ money we manage.
  • Our private ownership and entrepreneurial ethos mean we align our interests through a long-term approach.

Impartial

  • We make unbiased decisions based on what is right for each client.
  • We have a whole-of-market approach to our investment decisions.
  • We fit the portfolio to the client, never the other way around.
  • Our fees are always transparent, and we do not charge exit fees. 

Expertise

  • We have a strong investment process.
  • Our people have industry-leading technical capability, knowledge and skills.
  • Our asset class specialists work closely with our Investment Managers.
  • We have a highly personalised and bespoke approach, tailored accordingly to each client.

Integrity

  • We are conviction-led. We stand by our principles and will only invest where we believe it is right.
  • We take our responsibilities as an investor seriously, to add long-term value to our clients, employees, owner and society.
  • Our people are empowered and supported to make decisions, whilst remaining accountable.

Company culture

Our culture is what sets us apart. We are a people business with a focus on ensuring our staff feel a genuine sense of belonging. We are delighted to have achieved the Great Place to Work™ 2023 certification, the global benchmark for identifying outstanding employee experiences. 

  • 86%

    Trust Index score

  • 92%

    Agree LGT is a "Great Place to Work"

  • 87%

    Proud to work at LGT

Bus outside office on Cornhill, next to the Bank of England

Financial stability

LGT has a healthy balance sheet, high liquidity and solid capitalisation. Our equity capital is well above legal requirements and we consistently receive high scores when our creditworthiness is assessed by Moody’s and Standard & Poor’s. 

LGT Wealth Management key figures (as of 1st September 2023)

  • 29 billion

    Assets under management in GBP

  • 6

    Office locations (London, Edinburgh, Jersey, Bristol, Leeds and Birmingham)

  • 650+

    staff of which 73 are working partners

LGT Group’s key figures (as of 30th June 2023)

  • 305.8 bn

    Client assets under management in CHF

  • 223.6 mn

    Net profit in CHF

  • 25+

    Office locations

  • 5 000+

    Headcount

Our awards

Since our business was founded in 2008, we have received numerous awards and widespread recognition across the industry, for our fresh approach to wealth management and our forward-looking approach to doing business.

Citywire Power Women Awards 2021 –‘Women of the Year – Leadership’ award (Silver) – Lucy Ritchie

Citywealth Magic Circle Awards 2021 - 'Private Banker of the Year' (Bronze) – Serena Doshi

Citywealth Magic Circle Awards - 'Impact/ESG Manager of the Year' (Silver)

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