Position

Partner

Index

UHNW Wealth Managers

Wealth & Investing

Location

City of Bristol

Advice type

Entrepreneurial investing

Family businesses

Family offices

Investing for growth

Private equity advisory

Private equity investment

Private office

Succession planning

Wealth planning

Wealth preservation

Client Types

Business owners

Entrepreneurs

Finance professionals

HNW

UHNW

UHNW families

Sector Focus

Financial Services

Wealth Management & Private Banking

Geographical Focus

United Kingdom

Customer Type

Wealth adviser

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 proposition to entrepreneurial UHNWs.

Rank: Top Recommended

Top Recommended 2024, UHNW Wealth Managers

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