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Position

Partner

Head of department

Index

HNW Wealth Managers

Location

London

Advice type

Business succession planning

Financial planning

Succession planning

Wealth planning

Wealth preservation

Client type

Business owners

HNW

Trusts

Sector Focus

Financial Services

Wealth Management & Private Banking

Simon Allister

Spear’s Review

Head of wealth planning at LGT Wealth Management, Simon Allister joined the firm in February 2014, having previously held a similar position at HSBC Global Private Banking

He works alongside investment advisers and other specialists to facilitate and coordinate all aspects of a client’s financial affairs, from advising the family business to addressing complex succession and governance requirements. 

Allister works with a diverse set of clients, including individuals, companies, partnerships and trusts. ‘As a business, we aim to provide a fully integrated, all-encompassing investment management and wealth planning service,’ he explains. His team facilitates ongoing wealth planning advice for around 80 clients with combined assets of more than £250 million. 

Rank: Top Recommended

Top Recommended 2025, HNW Wealth Managers

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