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.
The Sustainable Investment Team provides the sustainable portfolio management service for the Firm providing both bespoke and model portfolios to clients. The team works in conjunction with the Wealth/Relationship Managers providing sustainable investment management for IFAs, Private Clients, Charities and Trusts. The team contributes to the Investment Committee as well as sitting on various specialist sub-committees. The team is also responsible for LGT WM’s proprietary in-house sustainable tool, SMax, and for stewardship strategy and activities.
Brief Role Objective:
The position is in the Sustainable Investment Team management LGT WM’s Sustainable Model Portfolio Service for the UK and international IFA market. The Trainee Portfolio Manager will help to construct and maintain the LGT WM Sustainable Model Portfolios reflecting the Firm’s investment views and sustainable investing philosophy. The Trainee Portfolio Manager will help deliver IFA client pitches and regular update presentations as well as writing commentary on sustainable topics.
Sustainable investment management
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