Company news

Olivia joins from Quilter Cheviot where she spent five years as an Investment Manager within the Managed Portfolio Services Investment team. Olivia is a CFA Charterholder and also holds the CFA Certificate in ESG Investing, having worked as a Responsible Investment Champion during her time at Quilter Cheviot. She has been recognised in Citywire’s 30 Under 30 list and is shortlisted for ‘Rising Star of the Year’ in Investment Week’s Women in Investment Awards. Joining the Intermediary...

LGT Wealth Management announced the opening of its Edinburgh office in June, with the appointment of John Godfrey, former Senior Investment Director at Barclays Wealth and Investment Management, as the Head of Scotland. John said: "LGT Wealth Management is committed to building and growing an experienced, highly skilled and personable team in Scotland. Our bespoke and client-led approach, coupled with the stability that our private ownership brings, has attracted a high-level of talent from...

FUCHS | RICHTER, a German company that reviews private banks, has introduced a new sustainability ranking for private banks. The main criteria assessed for the rating are the quality of advice, how sustainability is incorporated into the investment process and investment proposal, as well as the overall investment process. Around 25 private banks in German-speaking countries have been reviewed to date, with new providers being added on an ongoing basis. The reviewers were impressed by LGT’s...

The first half of 2022 was exceptionally challenging due to the geopolitical and economic uncertainties in international financial markets, which was also reflected in the generally subdued level of client activity. LGT thus focused on its service to clients, sustainable investment solutions, and prudent risk management. Since 12 May 2022, the costs and revenues of the recently acquired Australian wealth manager Crestone have been reflected in LGT’s results. LGT generated CHF 784.6...

H.S.H. Princess Adelheid Coudenhove-Kalergi and Susan Ward join the Governing Board as Non-Executive Directors. Princess Adelheid is a member of the Princely Family of Liechtenstein and is Honorary Consul of the Principality of Liechtenstein to England, having been appointed in 2019. Princess Adelheid has previously held positions within the financial services sector, the most recent of which was Middle Eastern and Frontier Market Economist at Credit Suisse. Susan brings over 30 years of...