Our company Championing your interests

Our aim has always been to positively challenge the status quo in the wealth management industry. While other companies retreated, due to increasingly complex tax and regulation, our business was founded to help transatlantic investors.

LGT Corporate Movie

We are LGT

Forward-looking for generations

Company profile Values you can trust

LGT was founded on integrity: the belief that championing our clients’ interests, over and above a relentless drive for profit at all costs, was the right thing to do. Our business was set up specifically to help clients with personal and financial connections to the US, at a time when other UK-based wealth managers were retreating from this space. We believe that a global perspective is the best way to achieve our clients' goals, so our highly specialised wealth management service takes into account the tax and investment constraints US connected investors face. 

Wealth management is about building lasting partnerships and we strive to exceed our clients’ expectations, whether they reside in the US, UK or overseas. As part of LGT Group, one of the last family-run private banks, we are able to leverage the support of our forward-thinking owners, the Princely Family of Liechtenstein, as we seek out new ways to improve our client experience. 

Client-centric

  • We value each of our clients and put their interests at the heart of our business. 
  • We understand that investment decisions are driven by hopes, fears and dreams as much as by facts and analysis.
  • With a whole-of-market approach to our investment decisions, we make unbiased decisions based on what is right for each client. 
     

Expertise

  • We have a strong investment process.
  • Our people have industry-leading technical capability, knowledge and skills.
  • Authorised and regulated by the Financial Conduct Authority in the UK and a Registered Adviser with the Securities & Exchange Commission in the US, we truly understand the issues at hand. 
  • Given the tax and reporting complexities which face US connected individuals abroad, we always look to work closely with our clients’ accountants and legal advisers to ensure the best outcomes. 

Stability

  • We are privately owned, which ensures a long-term outlook and financial stability, no matter the macroeconomic and geopolitical landscape. 
  • In both our corporate and investment strategies, we take a very long-term view. This is because we know that it takes time and discipline to achieve success. 

Integrity

  • We are conviction-led. We stand by our principles and will only invest where we believe it is right.
  • We take our responsibilities as an investor seriously and look ahead to add value for the coming generations. 
  • Our people are empowered and supported to make decisions, whilst remaining accountable.
  • Our fees are always transparent, and we do not charge exit fees.

Company culture

Our culture is what sets us apart. We are a people business with a focus on ensuring our staff feel a genuine sense of belonging. We are delighted to have achieved the Great Place to Work™ 2023 certification, the global benchmark for identifying outstanding employee experiences. 

  • 86%

    Trust Index score

  • 92%

    Agree LGT is a "Great Place to Work"

  • 87%

    Proud to work at LGT

LGT Group’s key figures (as of 30th June 2023)

  • 305.8 bn

    Client assets under management in CHF

  • 223.6 mn

    Net profit in CHF

  • 25+

    Office locations

  • 5 000+

    Headcount

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