Company

LGT Wealth Management

Location

Jersey

Bristol

London

Customer types

Company

HQ

Jersey

LGT Wealth Management

LGT Wealth Management is a UK-based firm founded in 2008 to provide an exceptional and transparent service to private clients, companies, charities, trusts and financial intermediaries.

LGT is part of the global private banking and asset manager, LGT Group, owned by the Princely House of Liechtenstein, which provides them the flexibility of a longterm outlook whilst staying true to their entrepreneurial approach. The partnership ethos of the business has allowed LGT to attract some of the best talent in the industry and draw together in-depth experience from multiple disciplines. A rigorous investment process means that LGT does not invest in anything that it does not believe in.

The firm operates a complete whole-of-market service with no product sales targets, meaning that it is able to make unbiased decisions, with advice aligned solely to the interests of its clients. LGT focuses on long-term thinking and places emphasis on understanding its clients and their investment requirements to build a bespoke portfolio for each individual. LGT provide a comprehensive range of investment management and wealth planning services to HNW individuals and corporates, family governance and succession services to entrepreneurial families, while their Private Office offers an outsourced private investment service to UHNW clients.

LGT Wealth Management Jersey Limited provides similar services for offshore residents and International clients, and LGT Wealth Management US Limited specialises in providing investment advice for US-connected clients (both entities are wholly owned subsidiaries of LGT Wealth Management UK LLP). LGT strives to create long-term value for their four stakeholders: clients, shareholders, employees, and society. Sustainability is key to the firm's ethos; both operationally and through their investments, and they have committed to reach net-zero by 2030.

As of 31 December 2021, LGT managed assets amounting to £22.3 billion, with over 400 staff and offices in London, Bristol and Jersey. As of 31 December 2021, the LGT Group managed assets of £231.5 billion and employed over 3,900 people in 24 locations across Europe, Asia, America and the Middle East.

WHAT MAKES LGT DIFFERENT? 

• LGT values each of its clients and puts their interests at the heart of its business.

• LGT provides a flexible, bespoke service adapted to each of its clients’ needs.

• The firm is transparent with fees and investment recommendations.

• It is privately owned, which ensures a long-term outlook and financial stability.

• LGT has investment expertise with a rigorous investment process.

• The firm continues to adapt its services to suit its clients’ needs.

FOCUS: Entrepreneurs, families, onshore and offshore multi-asset portfolios, corporates

OFFICES: London, Bristol and Jersey

SIZE: Over 400 staff  of which 66 are working partners (as of 31st December 2021)

Phone

02032078000

Address

United Kingdom

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