A winning strategy wherever you move

We are part of one of the largest family-owned wealth management firms in the world. With a family legacy spanning 900 years, stability, financial strength, innovation and a long-term outlook are the cornerstones of our business. We work alongside you to deliver tailored investment solutions for your clients, managing their portfolios so you can focus on your client service and their wealth plan.

If you’d like to find out more about working with us, please get in touch.

What makes us different?

We work in partnership with you to provide services and support based on what is best for you and your client.

Our dedicated team specialises in working with clients with personal and financial connections to the US, so we understand the diverse challenges these individuals face when it comes to their financial affairs. To assist with your clients’ tax reporting obligations, we provide separate tax packs for the different tax years.

Your clients benefit from the management of their investments from a leading global financial centre, no matter where they reside. Our international expertise means that we can help construct and implement investment strategies that are tax efficient under both US and UK tax systems.

Wealth management and regulation go hand-in-hand. LGT Wealth Management US Limited is authorised and regulated by the Financial Conduct Authority in the UK and is a Registered Investment Adviser with the Securities & Exchange Commission in the US. By working in partnership with us, we ensure that any investment strategy is fully compliant and unburdened by US tax limitations, whether they are US expats, residents, Greencard holders or otherwise connected to the US.

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

Committed to a strategy of long-term success

Our mission is to equip you with the tools necessary to expertly cater to your clients’ individual needs. You can rest assured that we will provide you with industry-leading portfolio management services, regular performance reporting and insights into market dynamics.

You choose the right portfolio for your clients, based on their objectives and risk profiles. Learn more about our discretionary investment service for US connected individuals.

The LGT Wealth Management US team has extensive 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 meet the unique needs of every client.

Learn more about services in our monthly factsheets for financial advisers.

Learn more about our approach

Using our breadth of in-depth knowledge and experience, we produce regular and topical content to provide you with our insights on the current markets and wider events.

As a privately owned firm, we take an entrepreneurial approach to running our business. This means we can make long-term decisions in the best interests of our clients quickly and independently. Learn more about what makes LGT different.