Spear’s Review

Charles Sanford, a partner and wealth manager at LGT Wealth Management, describes himself as a ‘financial physician’.

‘You need to understand the symptoms before you make the diagnosis,’ he tells Spear’s, explaining that combining technical ability with a true understanding of a client is essential in his role.

Many of Sanford’s clients have between £5 million and £7 million with the firm, and have made their wealth through entrepreneurial endeavours. Now, they are thinking about retirement or are seeking guidance on growing and maintaining their assets to live comfortably and pass on wealth to the next generation.

Having come from a family of doctors, Sanford says he has been brought up with ‘patient care’ in mind, and he reports happy clients who note that he always puts their interests first.

Adviser Profile

Charles Sanford is a partner and wealth manager at LGT Wealth Management, where he has established himself as a strong relationship builder since joining in 2018. He has over 25 years’ industry experience.

Part of the fast-growing UK business, which oversees more than £33 billion in assets under management as of February 2026, Sanford has built a client book of around £600 million – a figure that continues to rise through word-of-mouth referrals among entrepreneurs, executives and wealthy families seeking a client-focused approach, combined with technical excellence and sound judgement.

For many clients, the appeal is not simply expertise but feeling understood. Sanford works closely with individuals and families who may be selling a company, approaching retirement or planning for the future after years of building wealth. Clients value his ability to listen closely, ask the right questions and bring clarity and conviction to decisions that can often feel complex, emotional or time sensitive.

An INSEAD MBA, Sanford began his career at Barclays before spending more than a decade at Credit Suisse, where he held senior roles in wealth management.

What distinguishes Sanford is his style. He is approachable and responsive but disciplined and exacting in his work. Sanford’s approach is built around the balance of combining professionalism with humanity, helping clients feel supported, informed and comfortable enough to have open conversations about ambitions, responsibilities and family priorities.

Outside work, Sanford brings much the same energy and stamina to his personal life. A keen cyclist and runner, he spends much of his free time outdoors, whether riding in Surrey or training for his next challenge. That blend of discipline and endurance mirrors much of what clients value in him professionally: commitment, consistency and an ability to keep the long view in sight.