LGT Wealth Management UK LLP is a UK-based partnership, wholly owned by the private banking group LGT, which is in turn owned by the Princely Family of Liechtenstein. When we set up LGT Wealth Management in 2008, our aim was to offer a fresh approach to wealth management. Alongside the LLP we also have two other entities which focus on US and Jersey based clients. Our head office is based in London however we have a presence in Edinburgh, Jersey, Leeds, Birmingham and Bristol. The plan was simple: put our clients first by providing a transparent service, designed around what is right for each of them. By drawing together in-depth knowledge and experience from across the industry, we provide a flexible, bespoke service adapted to each of our clients’ needs.
Our mission is to create long-term value for all stakeholders. Our culture encourages individuals to generate, develop and implement ideas which will strengthen our business. Belonging, respect, integrity, conviction and entrepreneurship are our core values. As our brand recognition grows, we are fast becoming an employer of choice in our sector. We have over £29 billion in funds under management and circa 700 staff.
Business Unit
The Custody Services Team comprises of 33 staff and provides a wide range of essential support services for the Firm’s Investment/Wealth Asset Managers, their teams, and their Clients. It is made up of several teams – Trade Support (made up of Settlements, Transfers and Treasury teams), Data Management, Corporate Actions and Tax and Operations Control.
Within the Custody Services Unit the Transfers Team manages all aspects of the client transfer in/out process for all product types. They also manage the ISA/JISA on boarding and subscription process with plan managers.
Brief Role Objective:
The main responsibilities of this role involve:
Key Responsibilities:
Key Skills and Competency Requirements:
IT: