A winning strategy with proven investment expertise

We are part of one of the largest family-owned wealth management firms in the world. With a family legacy spanning 900 years, stability, financial strength, innovation and a long-term outlook are the cornerstones of our business.

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Speak to us today

As your dedicated partner, we will help you deliver tailored investment solutions for your clients, across the globe. We nurture the investments so you can focus on your client service and their wealth plan.

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What makes us different?

We work in partnership with you to provide services and support based on what is best for you and your client.

Personalised service

You will always have a local touchpoint with a dedicated Business Development Director, visiting you on a regular basis and staying in contact so you have everything you need for your client interactions.

Expertly managed portfolios

Your clients benefit from the management of their investments from a leading global financial centre, no matter where they reside. We have a whole of market approach to investing, meaning our decisions are independent and on a best-in-class basis.

Partnering with you

We integrate with your business, offering access to comprehensive services beyond investment management for your clients. Benefit from our full range of capabilities, and partner with us to streamline regulatory compliance and reduce administrative burdens.

Committed to a strategy of long-term success

Our mission is to equip you with the tools necessary to expertly cater to your clients’ individual needs. You can rest assured that we will provide you with industry-leading portfolio management services, regular performance reporting and insights into market dynamics.

We are dedicated to building long-standing partnerships with financial advisers.

Tony Allan Partner, Head of Business Development
Tony Allan

Discover our insights

Using our breadth of in-depth knowledge and experience, we produce regular and topical content to provide you with our insights on the current markets and wider events.

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Working in partnership with financial advisers, we provide a transparent, holistic and bespoke discretionary wealth management service. Find out more about how our unique approach to running portfolios could benefit your clients.
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Lifestyle

Demographic Shifts: Unlocking Investment Potential

As the global population ages, retirees will need better health and social care options, more assisted-living housing, and flexible retirement solutions. That's good news for investors.
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Lifestyle

The wit and wisdom of Warren Buffett and Charlie Munger

They established what many consider to be the most successful investment partnership of all time: Berkshire Hathaway Inc. What can today's investors learn from them?
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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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