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Company

LGT Wealth Management

Location

Birmingham

Bristol

Edinburgh

Jersey

Leeds

London

Manchester

LGT Wealth Management

Spear’s Review

LGT Wealth Management UK provides a range of investment management, wealth planning and private investment office services from offices in London, Jersey, Bristol, Edinburgh, Leeds, Birmingham and Manchester.

The firm is part of LGT Group, the international private banking and asset management group that is controlled by the Princely Family of Liechtenstein, and which reported assets under management of CHF 356.2 billion as of end-2024.

LGT Wealth Management, which itself managed £30.9 billion in client assets as of end-January 2025, can also provide investment advice for clients with connections to the US via its US subsidiary, and offers offshore residents and international clients investment management services from a subsidiary in Jersey.

Company Profile

LGT Wealth Management is a UK-based firm founded in 2008 to provide an exceptional and transparent service to private clients, companies, charities, trusts and financial intermediaries.

Being part of LGT Group, the global private banking and asset manager owned by the Princely House of Liechtenstein, affords us the flexibility of a long-term outlook whilst staying true to our entrepreneurial approach. Our business was founded on integrity: the belief that championing our clients’ interests, over and above a relentless drive for profit at all costs, was the right thing to do. We are not afraid to make decisions that positively set us apart from the crowd. This ethos has allowed us to attract some of the best talent in the industry.

We understand that it is a privilege to look after our clients’ wealth and believe we must continuously earn the right to do so.

LGT focuses on long-term thinking and places emphasis on understanding our clients and their investment requirements to build a bespoke portfolio for each individual. LGT provides a comprehensive range of investment management and wealth planning services to HNW individuals and corporates, and family governance and succession services to entrepreneurial families, while our Private Office offers an outsourced private investment service to UHNW clients.

Through a specialist subsidiary based in Jersey, LGT provides investment management services for offshore residents and international clients and, through our US subsidiary, provides investment advice for US-connected clients.

LGT strives to create long-term value for our four stakeholders: clients, shareholders, employees and society. Sustainability is key to our ethos; both operationally and through our own investments, we have committed to reach net zero by 2030.

As of 31 January 2025, LGT managed assets amounting to over £30 billion, with over 670 staff and offices in London, Jersey, Bristol, Edinburgh, Leeds, Manchester and Birmingham. As of 31 December 2024, the LGT Group managed assets of CHF356.2270 billion and employed over 6,000 people in locations across Europe, Asia, the Americas, Australia and the Middle East. 

What makes LGT different?

  • LGT values each of its clients and puts their interests at the heart of its business.
  • LGT provides a flexible, bespoke service adapted to each of its clients’ needs.
  • The firm is transparent with its fees and investment recommendations.
  • It is privately owned, which ensures a long-term outlook and financial stability.
  • LGT has investment expertise with a rigorous investment process.
  • The firm continues to adapt its services to suit its clients’ needs.

Facts and figures

FOCUS: Entrepreneurs, families, onshore and offshore multi-asset portfolios, charities and corporates

OFFICES: London, Jersey, Bristol, Edinburgh, Leeds, Manchester and Birmingham

SIZE: Over 670 staff

Phone

0203 207 8000

Address

14 Cornhill, London, EC3V 3NR, United Kingdom

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