Portfolio Management

Our people have extensive experience gained at some of the world’s leading financial institutions. By working closely together, we are able to draw on our varied skills and knowledge, allowing us to meet the unique needs of every client.

Jonathan Allison

Jonathan Allison

Senior Portfolio Manager
Tom Claridge

Tom Claridge

Head of Portfolio Strategy

Tom is Head of Portfolio Strategy at LGT. He has over 15 years’ experience managing multi-asset class private client and institutional portfolios, having previously been an Executive Director and Senior Portfolio Manager at Julius Baer.

John Ewen

John Ewen

Senior Portfolio Manager
Jordan Kelly

Jordan Kelly

Senior Sustainable Research Analyst

Jordan has been with LGT Wealth Management for over five years. He initially joined the Sustainable MPS team shortly after its launch and subsequently launched and managed the firm’s centrally constructed sustainable portfolio service for private clients. Jordan is now responsible for...

Daniel Mitchell

Daniel Mitchell

Portfolio Manager
Geraldine Napier-Payne

Geraldine Napier-Payne

Partner, Head of Central Investment Team
Andrew Patrick

Andrew Patrick

Head of Funds
Ben Ward

Ben Ward

Senior Portfolio Manager

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