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.

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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. 

Wealth management
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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.

Financial advisers
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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. 

Wealth planning

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

Insights

Market View

Monthly market update - July 2024

Tammy Hall, Head of Portfolio Management gives an update on markets and portfolio positioning for the month of June.

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Market View

The importance of compounding

Albert Einstein allegedly once described compounding as the eighth wonder of the world and one of the most powerful forces in the universe. Compounding – when your returns from the previous period are added onto the next period (and again, and again) – is indeed a powerful force and a crucial...
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Market View

Independent school fees and VAT

The Labour government's proposal to introduce VAT on private school fees marks a significant shift in the UK's educational and fiscal landscape. Currently, private school fees are exempt from VAT, which provides financial relief to many families opting for private education. The new proposal...
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 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. 

All company news

Contact us
Forward-looking for generations

Advice is subject to any legal, regulatory or jurisdictional constraints. Investors should be aware that past performance is not an indication of future performance, the value of investments and the income derived from them may fluctuate and you may not receive back the amount you originally invested.

LGT Wealth Management US Limited is Authorised and Regulated by the Financial Conduct Authority ("FCA") in the United Kingdom, and is a Registered Investment Adviser with the Securities & Exchange Commission ("SEC") in the United States. Registered office: Fourteen Cornhill, London, EC3V 3NR.

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