Swaati is responsible for heading up our Wealth Planning Department at LGT Wealth Management US. She has worked in the financial services industry for over 15 years and is a Chartered Financial Planner, a Chartered Member of CISI, and is also a Fellow of the Personal Finance Society. Swaati graduated from Southampton University with a MSc in International Financial Markets and a BSc in Economics and Finance.
Swaati has experience advising high and ultra-high net worth individuals and families providing specialist advice across all areas of wealth planning, including pension advice, wealth structuring, retirement income funding, and intergenerational wealth planning.
Swaati and the wealth planning team specialise in assisting our US connected clients with the additional cross-border planning complexities they face.
