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.

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

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

The Brief: A fly in the ointment for rate cuts

For Jerome Powell and other members of the Federal Reserve (Fed), the Consumer Price Index (CPI) print this week was well and truly a fly in their ointment.

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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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Market View

Looking back at Q1 2024

In the first quarter, bond and equity markets decoupled as investors pared back the number of expected interest rate cuts this year, driving a fall in bond prices.
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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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Forward-looking for generations

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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