LGT group

What LGT group does

LGT Group is a privately held family-owned private banking and asset management group headquartered in Vaduz, Liechtenstein. Founded in 1920 and owned by the Princely House of Liechtenstein through the LGT Group Foundation, the firm manages approximately CHF 490 billion in client assets and operates from more than 40 locations across Europe, the Middle East, and Asia Pacific. It serves high-net-worth individuals, ultra-high-net-worth individuals, family offices, and financial intermediaries through dedicated relationship managers and digital platforms including LGT SmartBanking and SmartBanking Pro.

The group's core product set comprises private banking and wealth advisory services, bespoke investment solutions, UHNWI services, and family office support, supplemented by UCITS and alternative investment funds managed through LGT Fund Management Company and LGT PB Fund Solutions. LGT Capital Partners operates the private equity and alternatives franchise, while Lightrock houses impact-focused growth equity investments, including the $500 million Accelerate7 fund targeting energy access in emerging markets. Technology infrastructure runs on Oracle Exadata following a migration from legacy IBM AIX, consolidating 100 logical machines into six clusters with reported 70-80% performance gains.

Revenue is generated principally through recurring management and advisory fees on AUM, performance fees from alternative investment funds, and transaction-related banking income. The go-to-market model is enterprise field sales via relationship managers at global offices, complemented by self-serve digital banking and content distribution (Global Investment Outlook, LGT House View, Navigator, Insights). Marketing investment spans content publications, social media, and industry events such as the Bloomberg Family Office Summit.

Name

LGT group

Legal name

LGT Group Holding Ltd.

Website

https://lgt.com

Company type

Private

Founded year

1920

Operating status

Operating

Headcount range

5,001–10,000 employees

Short description

LGT Group is a family-owned private banking and asset management firm managing approximately CHF 490 billion for high-net-worth individuals, ultra-high-net-worth clients, and family offices across more than 40 locations in Europe, the Middle East, and Asia Pacific.

Ownership category

akta.pro rank

Product category

Private Banking

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Open-End Investment Funds (525910)

SIC

Investment Advice (6282)

akta.pro primary industry

High-Net-Worth (HNW) Private Banking (FSABADAB)

akta.pro secondary industries

Private Client/High-Net-Worth Advisory (FSAEAAAN), Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH), Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH)

Keywords

• Private banking services
• Wealth management
• Asset management
• Investment advisory
• Family office services

Headquarters

HQ city

Vaduz

HQ country

Liechtenstein

HQ region

Europe

Offices11 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Infrastructure, Marketing or Sales

Revenue model

1. Private Banking Services: LGT generates revenue through private banking and wealth management services including investment advisory, portfolio management, and financial planning for high-net-worth individuals and family offices.
2. Investment Management Fees: Fees from managing investment funds and client portfolios including UCITS and alternative investment funds managed by LGT Fund Management Company and LGT PB Fund Solutions.
3. LGT Capital Partners: LGT Capital Partners manages private equity and alternative investments, generating management fees and performance fees from fund operations.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels8 records

Core offering

LGT Group is a family-owned private banking and asset management group that provides personalized investment advisory, portfolio management, and wealth planning services to high-net-worth and ultra-high-net-worth individuals, families, and family offices. It supplements relationship-led advisory with digital platforms (LGT SmartBanking and SmartBanking Pro) and offers fund management, alternative investments, philanthropy advisory, and impact investing through subsidiaries including LGT Capital Partners and Lightrock.

Product overview

LGT is a global private banking group offering a comprehensive suite of wealth management services through its core private banking brand and multiple specialized subsidiaries. The main offering consists of LGT Private Banking providing personalized investment solutions and UHNWI services, supplemented by digital platforms (LGT SmartBanking and SmartBanking Pro) for client and intermediary access. Investment capabilities are supported by research publications including the Global Investment Outlook, LGT Navigator (daily market intelligence), House View (monthly strategy), and Insights (thought leadership). Fund management operations run through LGT Fund Management Company Ltd. and LGT PB Fund Solutions AG, offering UCITS and alternative investment funds with ESG focus. The group also operates Lightrock, an impact-focused private equity firm, through which it launched the $500M Accelerate7 Fund for energy access investments. Sustainability integration is achieved through a dedicated sustainability framework and LGT Venture Philanthropy for impact investments. The product architecture combines traditional private banking with digital-first service delivery and specialized fund products.

Differentiator

Problem solved

Functional benefit

Brands

• LGT SmartBanking: Digital banking platform for private clients providing online and mobile banking services
• LGT SmartBanking Pro
• LGT Navigator
• LGT House View
• LGT Insights
• LGT Venture Philanthropy
• LGT Capital Partners

Products and services

• LGT Private Banking Full-service private banking for wealthy individuals and families, offering personalized investment solutions, wealth planning, and comprehensive financial services delivered through dedicated relationship managers.
• Investment Solutions Bespoke investment strategies and solutions tailored to individual client risk profiles, life situations, and financial objectives for private banking clients.
• UHNWI Services Specialized banking services for ultra-high-net-worth individuals, including family office services, complex wealth structuring, next-generation support, and philanthropy advisory.
• LGT SmartBanking Digital banking platform for private clients providing online and mobile account management, transactions, and portfolio monitoring, complementing the relationship-led advisory model.
• LGT SmartBanking Pro Digital platform for financial intermediaries, including independent advisors and wealth managers, to manage client portfolios and access banking and custody services.
• LGT Fund Management Company Ltd. UCITS and alternative investment fund management services, including ESG-focused fund products, provided through a wholly-owned subsidiary of LGT Group.
• LGT PB Fund Solutions AG UCITS and alternative investment fund management with a focus on private markets strategies and ELTIF products, provided through a wholly-owned subsidiary of LGT Group.
• LGT Capital Partners Private equity and alternative investment management arm of LGT Group, generating management fees and performance fees from fund operations.
• LGT Venture Philanthropy Venture philanthropy initiative supporting scalable social enterprises addressing global challenges, complementing LGT's private banking and investment offering for values-driven wealth owners.

Named customers4 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability8 records

Feature3 records

Partnerships

Three partnerships are on record, tiered minor and core.

• Dulwich College SingaporeminorGTM or Marketing Partner · 8 December 2025LGT Bank Singapore provided renewed support to the Dulwich College Ranjit Murugason Sustainability Fund with S$50,000 contribution for 2025-2027. The partnership supports student-led sustainability and community projects, initiated in 2022.
• OraclecoreTechnology or Integration · 10 September 2025LGT Bank migrated its data infrastructure from legacy IBM AIX systems to Oracle Exadata. The upgrade delivered 70-80% performance improvements and 30% hardware cost reductions, consolidating 100 logical machines into six Exadata clusters. Future plans include adopting Exascale and advanced compression features.
• Crestone Wealth ManagementcoreStrategic or Co-development Partner · 15 December 2021LGT agreed to acquire Crestone Wealth Management, Australia's leading high-net-worth wealth management firm, in a deal valued at AUD 475 million (USD 338 million). The transaction enabled LGT to expand its presence in the Australian market and offer broader investment services, subject to shareholder and regulatory approval. Deal expected to close in Q1 2022.

Scale indicators4 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• EFG International: Swiss-listed private bank targeting HNW/UHNW clients globally with comparable international footprint and strong APAC presence. Direct competitor in cross-border wealth management.
• Lombard Odier: Swiss private bank with HNW/UHNW focus and a partnership ownership model. Similar in private-banking heritage, sustainability positioning, and product breadth across wealth advisory and asset management.
• Julius Baer Group: Swiss-headquartered pure-play wealth manager serving HNW and UHNW clients globally with comparable AUM scale and similar relationship-manager-led model. Direct competitor in the same client segment across EMEA and APAC.
• Vontobel Holding: Swiss private banking and asset management group serving wealthy private clients. Comparable in scale, Swiss-domiciled positioning, and integrated wealth + asset management business mix.
• Pictet Group: Private Swiss partnership-owned wealth and asset manager with comparable AUM (~CHF 600B+) and family-controlled governance model. Closely comparable on ownership structure, HNW/UHNW focus, and multi-jurisdictional footprint.

Broad incumbents

• UBS Global Wealth Management: Largest global wealth manager (USD 5T+ AUM) with HNW/UHNW focus post-Credit Suisse acquisition. Operates at significantly larger scale and broader geographic reach, including full US presence that LGT cannot access.
• BNP Paribas Wealth Management: European universal bank's private banking division serving HNW/UHNW across EMEA and APAC. Comparable multi-jurisdictional HNW focus with broader product and lending capabilities through parent bank.
• JPMorgan Private Bank: US universal bank's wealth arm serving UHNW/HNW globally. Comparable in serving ultra-wealthy families but with much larger balance sheet, lending capabilities, and US access that LGT lacks.
• Goldman Sachs Private Wealth Management: Private wealth arm of Goldman Sachs targeting UHNW individuals and family offices. Comparable client segment, with substantially broader investment banking and capital markets capabilities supporting clients.
• HSBC Private Bank: Global private bank within HSBC Group serving HNW/UHNW clients across Asia, EMEA, and beyond. Comparable international footprint, especially strong APAC overlap with LGT's Hong Kong/Singapore presence.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/lgt_group
• YouTubeyoutube.com/c/LGTPrivateBanking?sub_confirmation=1
• Facebookfacebook.com/followlgt
• LinkedInlinkedin.com/company/followlgt

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles23 records

Subsidiaries11 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A3 records

Investments22 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about LGT group