Lucy is an Investment Manager specialising in bespoke discretionary portfolios for HNW and UHNW entrepreneurs, professionals and families. Lucy works closely with Andrew Palmer, a Partner at the firm, and together they look after around eighty families and manage £500m of assets. All of Lucy and Andrew’s clients have access to LGT’s Wealth Planning team to ensure that clients are appropriately structured for their needs and to achieve their financial objectives. Lucy has twelve years' experience in wealth management and is a Member of the Chartered Institute for Securities and Investments. She holds the Private Client Investment Advice and Management certificate and is a Chartered Wealth Manager.
Prior to joining LGT in 2018, Lucy was an Investment Manager at Cazenove Capital where she managed portfolios for complex and UHNW families. Lucy completed her qualifications at C. Hoare & Co. where she worked in the Wealth Management department looking after private clients and charities.