Swaati Osborne

Spear’s Review

Swaati Osborne, head of wealth planning at LGT Wealth Management US, aims to ‘provide a holistic service to help grow [her clients’] wealth’. With over 15 years of experience, she has advised HNW and UHNW clients including partners at high-profile law firms, entrepreneurs, private equity partners, charities, family estates and trusts. 

She joined LGT in 2019 as a wealth planner before being promoted to senior wealth planner and then head of wealth planning in January 2023. Her quick ascent reflects the firm’s focus on expanding its US operations while supporting ‘families who have complex planning requirements and objectives in both the US and UK’.

Osborne is a chartered financial planner, fellow of the Personal Finance Society and a member of the Chartered Institute for Securities & Investment. 

Adviser Profile

Having worked closely with the US team in her role as a Senior Wealth Planner at LGT Wealth Management for a number of years, Swaati formally joined LGT Wealth Management US in 2023 to head up and develop their wealth planning proposition. 

Bringing the wealth planning offering in-house to LGT Wealth Management US means clients benefit from a more integrated and in-depth holistic wealth solution, broadening relationships from portfolio management. 

The wealth planning offering incorporates discussions around a client’s financial affairs, both onshore and offshore. This encompasses not only the assets that LGT may currently manage, but also brings together the bigger picture for the client and their family, enabling them to better understand and achieve their objectives. Swaati and her team provide a complete offering at all stages of the planning lifecycle, including accumulation and decumulation phases, estate and succession planning. 

Swaati helps clients to understand the jurisdictional constraints they may face as US-nexus individuals, especially when operating under multiple tax regimes and in an ever-changing regulatory landscape. She works in partnership with a network of private client advisers (legal and tax) to provide a coordinated approach that works in clients’ best interests. 

Swaati has recently become an affiliate member of the Society of Trust and Estate Practitioners (STEP), and is currently working towards her STEP Diploma focusing on the certificates that would best suit her new role (such as cross-border estates and UK tax for international clients). 

Authorised and regulated by the Financial Conduct Authority in the UK and a Registered Investment Adviser with the Securities and Exchange Commission in the US, Swaati and her team truly understand the issues at hand for US-connected individuals.