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About LGT

Putting clients first

LGT Wealth Management US is a specialist subsidiary of LGT Wealth Management and focuses on helping clients with connections to both the US and the UK. LGT is part of the global private bank and asset manager LGT Group, which is owned by the Princely Family of Liechtenstein. LGT Group has been managed by the Princely Family of Liechtenstein for over 90 years and has a great deal of experience in managing family assets. In both our corporate and our investment strategies, we take a very long-term view. This is because we know that it takes time and discipline to achieve success.

For clients with US connections

Our business was set up specifically to help clients with personal and financial connections to the US. We believe that a global perspective is the best way to achieve our clients' goals. An approach we adopt wherever our clients reside. We know that disjointed investment strategies and hard-to-move assets can make life difficult for US connected clients. With our network of partners, we are able to actively manage your investments wherever you reside. Authorised and regulated by the Financial Conduct Authority in the UK and a Registered Investment Adviser with the Securities & Exchange Commission in the US, we truly understand the issues at hand.

Our focus is on ensuring we meet and exceed our clients' expectations wherever they are, which in turn defines our firm's culture and strategy. Private ownership, coupled with our entrepreneurial approach, enables us to make decisions that we believe will provide long-term benefits to our clients.

What makes us different

Investment decisions are driven by hopes, fears and dreams as much as much as by facts and analysis. We realise that wealth has social and human dimensions and understanding the full picture, looking at both the rational and the emotional, is what we do at LGT. We share your wish to reach a greater understanding of your wealth planning needs. Empowering you to realise your unique aspirations is the objective of our relationship.

Putting clients first

  • We value each of our clients and put their interests at the heart of our business.
  • We continue to search for ways to improve our service.

Stability

  • We are one of the few global wealth management firms in private ownership which ensures a long-term outlook and financial stability.
  • We focus on building lasting partnerships with our clients.

Trust

  • We never lose sight of the fact that it is your money in our care.
  • If we do not manage your portfolio to the best of our ability and in line with your expectations, then we do not deserve to manage it at all.

Expertise

  • The ethos of our business has allowed us to attract some of the best talent in our industry.
  • We pride ourselves on our team’s technical capability, knowledge and skills, along with their strong sense of teamwork.

Transparency

  • We are transparent with our fees and in our investment recommendations.
  • We are impartial.

Commitment

  • We know there is no typical client. Every single one is unique and we are committed to delivering a personalised service to match.
  • We fit the portfolio to you, never the other way around.

Our people

Our people have extensive wealth management experience gained at some of the world’s leading financial institutions. By working closely together, we are able to draw on our varied skills and knowledge, allowing us to treat each portfolio individually and meet the unique needs of every client.

Meet our people