Company

LGT Wealth Management

Location

Jersey

Bristol

London

Edinburgh

Customer types

Company

HQ

Jersey

LGT Wealth Management

Company Profile

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.

Being part of LGT Group, the global private banking and asset manager owned by the Princely House of Liechtenstein, affords them the flexibility of a long-term 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 provides 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.

Through a specialist subsidiary based in Jersey, LGT provides investment management services for offshore residents and international clients and, through its US subsidiary, provides investment advice for US-connected clients. 

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 own investments, they have committed to reach net zero by 2030.

As of 1 September 2023, LGT managed assets amounting to over £28 billion, with over 650 staff and offices in London, Jersey, Bristol, Edinburgh, Leeds and Birmingham. As of 30 June 2023, the LGT Group managed assets of £270 billion and employed over 5,000 people in locations across Europe, Asia, the Americas, Australia 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.

FACTS & FIGURES

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

OFFICES: London, Jersey, Bristol, Edinburgh, Leeds and Birmingham

SIZE: Over 650 staff

Phone

02032078000

Address

14 Cornhill, London, EC3V 3NR

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