Welcome to LGT Wealth Management US

Our fresh approach focuses on building lasting partnerships and developing trust through transparency. We understand the unique requirements that US connected clients have and offer a fully personalised service to match.

Expertly managed

A specialist subsidiary of wealth management firm LGT Wealth Management UK LLP, our firm was set up to help clients with a transatlantic footprint.

Close-up of a butterfly wing shows LGT Wealth Management's fresh perspective on managing client wealth

Wealth management

We are here to support you and your family by offering bespoke advice based on your specific needs. Be it portfolio management or financial planning, our dedicated US specialists are here to help you achieve your goals. 

Intertwining architecture representing skill, precision and entrepreneurial spirit

Financial advisers

We believe great results come from working in partnership with our advisers. Through our intermediary investment service, we can provide you with the resources you need to help grow your business and achieve the best outcomes for your clients.

Aerial view of maze demonstrating the impartiality of an outsider perspective

Wealth planning

We can help you get your financial affairs in order with our comprehensive wealth planning service. Whether you are an individual, a company, a partner or a trustee with a US connection, let us create a bespoke financial plan that suits your needs. 

Our focus is on ensuring we meet and exceed our clients’ expectations, wherever home is – the UK or the US.

Paul Nixon CEO LGT Wealth Management US
Paul Nixon


Market View

An early Santa rally

Investor activity tends to fall off as we approach the holiday season at the end of the year. As such, liquidity tends to be more challenging, with investors looking to position themselves for the new year. This combination tends to push markets up and as such, has been dubbed the Santa rally.

Amazon van, parked in the snow

Repeat what works (and repeat again)

The term Black Friday is currently synonymous with an enormous global shopping event, imported by large US conglomerates.
Skyscraper, buildings, city
Market View

Are investment trusts also on sale this Black Friday?

There is an opportunity set building in the investment trust sector, one that medium-to-long term investors should pay close attention to.

Read more

Our Insights share our thoughts on the markets and our approach to investing. Find our latest articles here.

Our news

Head to our company news page to stay informed about our activities and key business updates. You can search the archive by keyword and refine your search by date.

All company news

Contact us