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 affiliated entity of LGT Wealth Management, our firm was set up to help clients with a transatlantic footprint.

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. 

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.

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

Insights

Read our latest articles written by our financial experts and guest writers.

All Insights

Market View

Behind the rise in long-dated gilts – and what could break the trend

UK long-dated gilt yields have experienced a surge in recent weeks, with 30-year yields reaching 5.6% on 19 August, the highest among G7 countries and the highest since 1998. This week, we take a closer look at the drivers behind the move in UK government bond markets and what could help reverse it.
Parent helps child riding a bike
Lifestyle

Gifting: a simple and effective strategy for passing on wealth

Gifting remains one of the most straightforward and effective ways for families to transfer wealth to the next generation. It can be remarkably efficient from a tax perspective and offer families real flexibility in how they shape their succession plans.
Russell Harrop and team
Market View

Beyond the numbers: the human side of investment research at LGT

The goal of research is to provide suitable recommendations to those managing client portfolios. Although priority is given to investments on our approved lists and in our clients’ portfolios, the wider landscape is constantly scoured for potentially compelling investment ideas.
Father and son in field
Market View

Pensions and Inheritance Tax: what do the reforms mean for your estate?

Where pensions were once IHT-efficient vehicles for wealth transfer, HMRC’s stated aim is to curb their use as a tax planning tool and restore their primary function as retirement savings. With these changes, pensions will largely be treated like other estate assets for IHT.

Our news

Head to our company news page to stay informed about our activities and key business updates. 

All company news

LGT continued to successfully implement its international strategy and achieved profitable growth in the first half of 2025.
LGT, the international Private Banking and Asset Management group owned by the Princely Family of Liechtenstein, achieved further strong growth in 2023. Total operating income increased 11% compared with the previous year and amounted to CHF 2.57 billion.
LGT, the international Private Banking and Asset Management group owned by the Princely Family of Liechtenstein, achieved further strong growth in 2023. Total operating income increased 11% compared with the previous year and amounted to CHF 2.57 billion.