London, Edinburgh, 26th September 2022. LGT Wealth Management, one of the leading wealth managers in the UK and part of LGT Group, announces the appointments of three senior wealth management professionals to its Scotland office. Henry Peterkin joins as Wealth Manager, James McFarlane as Investment Manager and Jennifer Watson as Business Development Director.
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 the industry." Henry Peterkin joins as a Wealth Manager from Barclays Wealth and Investment Management where he specialised in providing a broad range of advice to high net worth clients for 25 years. Speaking of his appointment, Henry said: "Joining LGT Wealth Management is a unique opportunity to be part of a high-growth, client-centric wealth management firm, and I look forward to developing LGT Wealth Management’s presence in Scotland."
James McFarlane joins as an Investment Manager responsible for managing bespoke investment portfolios for private clients. James was previously an Associate Director at 7IM and prior to this, worked in fixed income performance at Abrdn. James is a CFA Charterholder, holds the IMC and is an associate member of the Chartered Institute of Securities and Investment. James said: "LGT Wealth Management’s financial strength and stability, independent investment research and breadth of wealth management proposition stand out in the Scottish market."
Jennifer Watson joins as a Business Development Director, where she will focus on building strong partnerships with financial advisers in Scotland. Previously, Jennifer was a Business Development Manager for a Scottish pension specialist where she focused on SIPPs and SSAS’s. Jennifer’s appointment reflects the growing demand from financial advisers looking to partner with Discretionary Fund Managers to enhance their investment proposition for clients. She joins Lynsey Carson, who has been a Business Development Director in Scotland since 2017. Jennifer said: "I am delighted to join a growing and dynamic firm with a strong commitment to the financial advisory community. I look forward to working with the team and providing an excellent service to more financial advisers across Scotland."
LGTWealth Management has also appointed Claire Caldwell as Investment Assistant and Office Manager to the Scotland office. Claire joins from Barclays Wealth and Investment Management. John Godfrey added: "Henry, James, Jennifer and Claire’s appointments reflect LGT Wealth Management’s commitment to the Scottish market. They have earned the trust and respect of their clients and were attracted to LGT Wealth Management by our focus on putting the client first, our long-term approach and our financial strength and stability."
LGT Wealth Management plans to grow headcount in Scotland over the next twelve months and is set to announce its new office address later in the year.
LGT Wealth Management in brief
LGT Wealth Management UK LLP ("LGT Wealth Management") is a UK-based wealth management partnership which provides a comprehensive range of investment management, wealth planning and private investment office services. LGT Wealth Management employs 432 staff and has offices in London, Bristol, Edinburgh, and Jersey. It is part of LGT, a leading international private banking and asset management group that has been fully controlled by the Liechtenstein Princely Family for over 80 years. As of 31 December 2021, LGT Group managed assets of CHF 285.8 billion (USD 313.7 billion) for private individuals and institutional clients. LGT employs over 4100 people who work out of more than 20 locations in Europe, Asia, the Americas, and the Middle East. www.lgtwm.com
LGT in brief
LGT is a leading international private banking and asset management group that has been fully controlled by the Liechtenstein Princely Family for over 90 years. As at 31 December 2021, LGT managed assets of CHF 285.8 billion (USD 313.7 billion) for wealthy private individuals and institutional clients. LGT employs over 4100 people who work out of more than 20 locations in Europe, Asia, the Americas and the Middle East. www.lgt.com
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