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

Trump inherits a strong economy with high inflation and a budget deficit. Markets expect his policies—deregulation, tax cuts, and tariffs—to benefit small businesses and financials but could harm renewable energy and tech sectors. Active money management is crucial amid geopolitical volatility and waning globalisation, affecting various sectors differently.

22 November 2024

It's National Tree Week, so let's hear it for trees: for giving excitable children through the ages a place to hide, climb, or swing; for offering us merciful shade through the summer and rustling leaves to kick through in autumn; for providing a natural home to a menagerie of arboreal animals,...

Man holding large megaphone covers his face

Speak to almost any business manager and they will tell you that attempting to predict their business accurately on a 12-month basis is very hard, and over a quarter is nearly impossible.

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.

All company news

Welcome to LGT Wealth Management

Expertly managed

Wealth management

Financial advisers

Charities

Institutional services

US connected clients

Insights

Market View

Markets, policies and Trump

See the wood for the trees

Quarterly earnings – noise or news?

Read more

Our news