Company
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 Barclays’ private 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.
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