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 explained. His team facilitates ongoing wealth planning advice for around 80 clients with combined assets of more than £250 million.