Simon Allister

Spear’s Review

Currently head of wealth planning at LGT Wealth Management, Simon Allister joined the firm in February 2014 having previously held a similar position at HSBC Private Bank advising the bank’s largest clients on all areas of wealth planning and international wealth structuring. 

He works alongside investment advisers and other specialists to facilitate and coordinate all aspects of a client’s financial affairs, from advising the family business to complex succession and governance requirements. 

Allister works with a diverse set of clients ranging from individuals to companies, partnerships and trusts. ‘As a business, we aim to provide a fully integrated all-encompassing investment management and wealth planning service,’ he explains. His team facilitates ongoing wealth planning advice for around 80 clients with combined assets of more than £250 million.