Spear’s Review

Simon Allister, head of wealth planning at LGT Wealth Management, joined the firm in 2014, having previously held a similar position at HSBC.

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 advice as part of the wider LGT Group ecosystem, which holds CHF 386 billion in assets under management worldwide.

Adviser Profile

Simon joined LGT Wealth Management in 2014 within the firm’s private office and was appointed head of wealth planning just two years later. Since then, he has played a leading role in shaping the firm’s wealth planning proposition, building a sizeable client base of UHNW families.

Based in London, Simon specialises in estate planning, trusts and intergenerational planning; helping UHNW families to structure and protect their wealth. With over 25 years in the industry, he is known for combining deep technical expertise with clear, practical advice – supporting clients to make confident decisions about their future.

He has developed a particular specialism in advising entrepreneurs. This often involves helping them think strategically, connecting their business interests, personal wealth and long-term ambitions into a clear plan. Simon often supports internationally mobile families with cross-border planning. He works in partnership with a trusted network of legal and tax advisers to provide a coordinated approach.

As head of wealth planning, Simon leads a team that recognises that every family situation is unique. They take time to understand each family’s objectives, combining detailed analysis to provide clients with the knowledge and confidence to make informed decisions around family wealth. Through collaborating with LGT’s investment managers, together they offer a comprehensive wealth advisory and investment management service.

Simon is a chartered financial planner and a chartered fellow of the Securities Institute. He is also a fellow of the Personal Finance Society and a full member of the Society of Trust and Estate Practitioners with additional specialist qualifications on advising UK connected international clients, navigating conflicts of law and advising family-owned businesses.