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.

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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.

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Wealth management

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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Financial advisers

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.

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Portfolio management for charities

Charities

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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Institutional services

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.

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US connected clients

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.

LGT Wealth Management US

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
Ben Snee

Insights

Market View

A historic budget

The historic 30th October budget by the first female Labour Chancellor brought the biggest tax increases since 1993. Find out more about the implications on individuals, businesses and the broader economy.

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Business activities

The power of partnership: LGT Wealth Management US and the Jacksonville Jaguars

Over the last eight years LGT Wealth Management US has embarked on a remarkable journey alongside the NFL’s Jacksonville Jaguars, driven by our shared vision to make a tangible difference in the community. This partnership has led to the creation of two significant initiatives: the Reward Rows...
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Market View

Looking beyond election volatility – key market drivers

As we enter the final weeks of the upcoming US presidential election, we expect there to be further volatility in both equity and bond markets in the fourth quarter of this year.
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 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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The LGT newsletters provide you with regular information on insights and news relating to market views, sustainability, charities and much more.

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Investors should be aware that past performance is not an indication of future performance, the value of investments and the income derived from them may fluctuate and you may not receive back the amount you originally invested.

LGT Wealth Management UK LLP is authorised and regulated by the Financial Conduct Authority (FCA). Registered in England and Wales: OC329392. Registered office: Fourteen Cornhill, London, EC3V 3NR.

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