About LGT Wealth Management
LGT Wealth Management is a Financial Services company based in London (United Kingdom) founded in 2008. It offers bespoke financial planning, investment management, and advisory for clients and institutions. It operates on a B2B and B2C model. LGT Wealth Management offers products and services including Portfolio Management, Wealth Planning, and Sustainable Investing. Its focus areas include Finance, Wealth Management, Investment Services and Private Banking. Its legal entity is LGT CAPITAL PARTNERS UK HOLDING LTD. Its competitors include Investec, Aviva and Schroders.
Company details
LGT Wealth Management is a UK-based firm focused on wealth management, providing personalized investment advice, portfolio management, and sustainable investing services. They cater to private clients, financial advisers, charities, and institutions, emphasizing long-term partnerships and transparency. Operating from London, they incorporate family ownership principles and global insights to help clients achieve financial goals while addressing sustainability and regulatory needs.
- Headquarters London, United Kingdom
- SectorsFinancial Services
- Website lgtwm.com/uk-en
- Social LinkedIn X
- Legal Name Lgt Capital Partners Uk Holding Ltd.
- Date of Incorporation 25 May, 2021
- Jurisdiction LONDON, UNITED KINGDOM
Products & Services of LGT Wealth Management
LGT Wealth Management offers a comprehensive portfolio of products and services, including Portfolio Management, Wealth Planning, and Sustainable Investing.
Manages client investment portfolios with a focus on growth.
Provides tailored advice for long-term financial strategies.
Offers investments aligned with environmental sustainability goals.
People of LGT Wealth Management
159 people are tracked at LGT Wealth Management (59 in leadership, 100 in team).
| Name | Role | Group |
|---|---|---|
Julian Holden | Business Development Director | Leadership |
Prachi Kodlikeri | Chief Technology Officer | Leadership |
Alice Gerry | Partner & Business Development Director | Leadership |
Sanjay Rijhsinghani | Chief Investment Officer | Leadership |
David Lane | Business Development Technical Director | Leadership |
Mark Ford Aca | Head Of Accounting | Leadership |
Andy Tooker | Business Development Director | Leadership |
William Habberfield | Chief Operating Officer | Leadership |
Elliott O'Brien | Head Of Business Transformation | Leadership |
David Brown | Business Development Director | Leadership |
Maksym Marushchak | Managing Director | Leadership |
Christopher McCann | US Chief Operating Officer | Leadership |
Jennifer Watson | Business Development Director, Scotland | Leadership |
Scott Prout | Partner & Team Head | Leadership |
Ben Snee | Chief Executive Officer | Leadership |
Jacqueline Crawley | Partner/investment Manager | Leadership |
Chloe Poole | Head Of Marketing | Leadership |
Phoebe Stone | Chief Sustainability Officer | Leadership |
Ian Clements | Head Of Risk | Leadership |
Milly Baker | Business Development Director | Leadership |
139 more people are available in the full profile.
Complete people profiles for LGT Wealth Management
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Competitors of LGT Wealth Management
LGT Wealth Management has 3 listed competitors in our database. They include Investec, Aviva and Schroders.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| investec.com | 1974 | London, United Kingdom | 9,444 | Global banking, investment, and wealth management services are offered worldwide. | ||
| aviva.com | 1696 | London, United Kingdom | 27,873 | Insurance and asset management services are offered in multiple regions. | ||
| schroders.com | 1804 | London, United Kingdom | 249 | Investment management and wealth management services are provided to clients. |
Detailed competitors of LGT Wealth Management
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Web traffic of LGT Wealth Management
Websites that share an audience with LGT Wealth Management (lgtwm.com).
Websites whose visitors overlap most with LGT Wealth Management. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| alti-global.com | 90% | 15.8K | #1,595,833 | View details | |
| findawealthmanager.com | 84% | 10.7K | #2,183,706 | View details | |
| lgt.com | 57% | 139.1K | #263,018 | View details |
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Frequently Asked Questions about LGT Wealth Management
LGT Wealth Management was founded in 2008.
LGT Wealth Management is headquartered in London, United Kingdom. It is registered at London, England, United Kingdom.
LGT Wealth Management is a UK-based firm focused on wealth management, providing personalized investment advice, portfolio management, and sustainable investing services. They cater to private clients, financial advisers, charities, and institutions, emphasizing long-term partnerships and transparency. Operating from London, they incorporate family ownership principles and global insights to help clients achieve financial goals while addressing sustainability and regulatory needs.
LGT Wealth Management offers Portfolio Management, Wealth Planning, and Sustainable Investing.
LGT Wealth Management operates through Lgt Capital Partners Uk Holding Ltd..