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Position

Partner

Head of department

Index

HNW Wealth Managers

Location

City of Bristol

Advice type

Succession planning

Wealth planning

Wealth preservation

Client type

Business owners

Entrepreneurs

Finance professionals

HNW

Sector Focus

Financial Services

Wealth Management & Private Banking

Geographical focus

United Kingdom

Andrew Davies

Spear’s Review

LGT Wealth Management’s Andrew Davies’ path to private client wealth management took him from a role as a business evaluation analyst at N&P Building Society to head of one of the UK’s earliest e-marketing services at First Direct. 

But he realised that private client service was his calling when he was made a director within Barclaysprivate banking arm in 2008. 

After a decade working in the City, he moved to Bristol, where he helped LGT set up its first regional office in the south west in 2016. Today, he leads what he says is on target to become ‘a billion-dollar business’, thanks to the firm’s thoughtful and personalised wealth and succession planning proposition to entrepreneurial HNWs.

Rank: Top Recommended

Top Recommended 2025, HNW Wealth Managers

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