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

Charities

Business meets philanthropy: insights and impact

On a recent sunny day in Leeds, Julie Hutchison, Technical Director for Philanthropy and Charities, hosted a panel discussion on business and philanthropy, organised by Connect Yorkshire.

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Charities

How philanthropy might reduce your capital gains tax bill

When it comes to the history of certain taxes, my memory stretches back to the 1990s when I first studied tax law at university. In the UK, the top rate of capital gains tax was consistent for many years at 40%, even with changes of government over that decade.
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Charities

The UK Budget through a philanthropy lens

For individuals considering donations to charity, there were no notable mainstream tax changes in the UK Autumn Budget 2024. There are some limited technical changes from 6 April 2026 in specific scenarios to prevent donors from obtaining a significant financial benefit from donations. Find out...
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Charities

What happens when festive philanthropy goes digital?

With the festive season upon us, and Giving Tuesday taking place on 3rd December, it’s a time of year when generosity of spirit is highlighted. It’s an important date in the charity fundraising calendar and illustrates both how fundraising has evolved and how technical innovation is enabling...
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Our news

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

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LGT Wealth Management

LGT Wealth Management appoints first Chief Sustainability Officer
LGT Wealth Management has named Phoebe Stone as its Chief Sustainability Officer (UK), another signifier of the firm’s long-standing effort in contributing to a sustainable future for clients, society and the environment.
LGT Wealth Management

LGT deepens long-term investment in regional offices with new appointments
LGT Wealth Management, one of the leading wealth managers in the UK, today announced three new appointments to its Manchester office as part of its strategic regional growth.
LGT Wealth Management

Annual Charity Dodgeball Tournament raises over £69k for Demelza
LGT Wealth Management, one of the leading wealth managers in the UK, has moved its Scotland office to a new headquarters in Edinburgh at Capital Square, one of the city’s largest office developments. Following last year’s £140 million acquisition of abrdn’s discretionary fund management business, LGT Wealth Management now has over 50 people working out of its Edinburgh base, advising clients across Scotland.
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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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