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
Senior Portfolio Manager
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
Senior Portfolio Manager
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...