Welcome to LGT Wealth Management

Our fresh approach focuses on lasting partnerships, built on trust and transparency. From private clients to institutions to financial advisers, every client is unique. Our personalised service matches this – today and for the future.

Expertly managed

Our approach is simple: our clients always come first. We take time to get to know and understand your objectives, aspirations, and risk parameters. We stay in regular contact with you to ensure your goals remain on track.

Close-up of a butterfly wing shows LGT Wealth Management's fresh perspective on managing client wealth

We are here to support you and your family by offering bespoke financial planning and investment advice based on your specific needs and attitude to risk. Whatever your stage of life, we will help you reach your goals.

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We believe great results come from working in partnership with our advisers. Through our intermediary investment service, we can provide you with the resources you need to help grow your business and achieve the best outcomes for your clients.

Serving charity and endowment clients with thoughtful global investment solutions, our expertise is an asset for you to draw on. We deliver practical added value with unique investment and sector insights, alongside guidance on best practice.

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We take the time to understand your company and its challenges, providing bespoke solutions tailored to your business requirements and regulatory needs. Our institutional clients include Charities, Financial Mutuals and Defined Benefit Pension Schemes.

Serving clients with personal and financial connections to the US, we help our clients to overcome the jurisdictional constraints of managing their wealth wherever they reside.

We know that wealth is personal, which is why we work in partnership with you to achieve your financial ambitions. Being entrusted with your money is a privilege we never take for granted.

Ben Snee CEO LGT Wealth Management

Insights

The devastation and destruction left by Hurricanes Helene and Milton in the United States this autumn will extend beyond the loss of lives and property for years to come. Severe weather can cause severe disruption to the labour market by prompting job losses and downturns across industries. These storms have the power to reshape the US jobs market and economists expect they will complicate employment data collection, which ultimately affects policy makers’ decisions.

17 October 2024

As America approaches the 2024 election, the political climate is awash with speculation and strategic manoeuvring. In recent calls with LGT Wealth Management, former Ambassador Ed McMullen and Congressman Don Beyer, provided comprehensive insights regarding different facets of the election

Central banks’ rate cutting cycles are underway with every data point analysed to determine the speed and scale of future adjustments. Consumer behaviour is a critical factor in shaping central bank decisions.

Our Insights share our thoughts on the markets and our approach to investing. Find our latest articles here.

Our news

Head to our company news page to stay informed about our activities and key business updates.

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Welcome to LGT Wealth Management

Expertly managed

Wealth management

Financial advisers

Charities

Institutional services

US connected clients

Insights

Market View

How do hurricanes impact economies and rate cutting cycles?

US election: on the ground insights

Is the malaise in the auto sector a sign of broader consumer weakness?

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Our news