What LGT Wealth Management does

LGT Wealth Management is a UK-based wealth management firm serving high-net-worth individuals, families, charities, financial advisers, and institutional clients. Established as a standalone entity in 2013 with Ben Snee as founding CEO (succeeded by Heinrich Henckel in January 2026), the firm operates as a subsidiary of LGT Group (Lichtensteinische Landesbank), which is owned by the Princely Family of Liechtenstein. The firm employs 251–500 people across offices in London (headquarters), Edinburgh, Leeds, Manchester, and Jersey, and expanded materially in 2023 through the acquisition of abrdn Capital's discretionary investment management business, which added offices and investment professionals in Birmingham, Bristol and beyond.

The firm's core product offering spans bespoke portfolio management, sustainable/ESG investing, alternative investments, wealth planning, family governance, philanthropy advisory, private office services for UHNW families, and dedicated international services for US-connected clients. Investment infrastructure is built on Bloomberg's integrated buy-side solutions (AIM for order and investment management, PORT Enterprise for performance attribution and risk analysis, BTCA for transaction cost analysis, RHUB for MiFID II reporting) and Addepar's data and AI platform, deployed UK-wide from 25 March 2026 to support multi-currency portfolio management, cross-border investments, and consolidated client reporting. Specialist capabilities include a Charities Team managing approximately GBP 1.5bn, an Institutional team managing just under GBP 1bn across roughly 60 relationships, and an exclusive IFSL CAF ESG Fund Range co-managed with the Charities Aid Foundation.

Revenue is generated primarily through recurring management and advisory fees on assets under management across discretionary and advisory mandates for private clients, charities, IFAs, institutional clients, and US-connected clients. Distribution is delivered through a field-based enterprise sales model: dedicated relationship managers, investment managers, and wealth planners develop long-term direct advisory relationships across the firm's UK offices, supplemented by an intermediary investment service for financial advisers and specialist US cross-border coverage via a US subsidiary.

Name

LGT Wealth Management

Legal name

LGT Wealth Management UK LLP

Website

https://lgtwm.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

501–1,000 employees

Short description

LGT Wealth Management is a UK-based, privately held wealth manager serving high-net-worth individuals, families, charities, financial advisers, and institutional clients with bespoke portfolio management, wealth planning, and sustainable investing across offices in London, Edinburgh, Leeds, Manchester, and Jersey.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Private Banking & UHNW Wealth Advisory (FSAEABAC)

akta.pro secondary industries

Private Banking Advisory & Discretionary Portfolio Management (FSABADAD), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

Keywords

• Wealth management services
• Portfolio management
• Financial planning
• Sustainable investing
• Investment advisory

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices5 records

Markets served

Offering type

Services

Cost components

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

Revenue model

1. Wealth Management and Advisory Fees: LGT Wealth Management generates revenue primarily through fees on assets under management (AUM), including management fees and advisory fees charged to private clients, charities, and institutional clients for portfolio management and investment advisory services.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

LGT Wealth Management provides bespoke portfolio management, wealth planning, and investment advisory services to high-net-worth and ultra-high-net-worth individuals, families, charities, financial advisers, and institutional clients in the UK. Core services include discretionary portfolio management, sustainable/ESG investing, alternative investments, wealth and succession planning, family governance, philanthropy advisory, and charity and institutional investment mandates, delivered through dedicated relationship managers across UK offices.

Product overview

LGT Wealth Management is a UK-based wealth manager offering a comprehensive suite of wealth management services to private clients, financial advisers, charities, and institutional investors. The core offering is built around portfolio management and wealth planning services delivered through a team of investment managers, wealth planners, and specialists. Key product modules include Portfolio Management (tailored investment strategies), Sustainable Investing (ESG-integrated portfolios), Alternative Investments (private markets, venture capital), Wealth Planning (tax, estate, succession planning), Family Governance, Private Office Services (for UHNW clients), Philanthropy advisory, International Services (US-connected clients), and Investment Management for Charities. The firm also provides technology-enabled services through partnerships with Addepar (data and AI platform for consolidated portfolio views, client reporting, and multi-currency management, deployed March 2026) and Bloomberg (buy-side terminal solutions for trade lifecycle management). Additional client-facing tools include the Charity Resource Hub (education platform for trustees) and the Connected Capital video series (sustainability thought leadership). The IFSL CAF ESG Fund Range provides a dedicated charity-focused sustainable investment fund range managed in partnership with CAF.

Differentiator

Problem solved

Functional benefit

Products and services

• Portfolio Management Bespoke discretionary portfolio management services for private clients, providing tailored investment strategies aligned with individual objectives, risk parameters, and financial goals.
• Sustainable Investing ESG-integrated investment management that incorporates environmental, social, and governance criteria into portfolio construction, supported by dedicated ESG research and a Sustainable Investment Committee.
• Alternative Investments Access to alternative asset classes including private equity, venture capital, and other alternative investments for clients seeking diversification beyond traditional asset classes.
• Wealth Planning Comprehensive wealth planning services covering financial planning, tax efficiency, estate planning, and structuring for high-net-worth and ultra-high-net-worth individuals and families.
• Family Governance Specialist advisory services helping entrepreneurial families navigate business, ownership, and family structures, including succession planning and governance frameworks.
• Private Office Services Premium service for ultra-high-net-worth families and entrepreneurs providing bespoke investment management and wealth planning with dedicated relationship management.
• International Services Specialist services for clients with personal and financial connections to the US, helping overcome jurisdictional constraints in managing wealth across UK and US borders.
• Philanthropy Advisory Philanthropy advisory services helping clients develop philanthropic strategies, including charitable giving structures, foundation setup, and impact investing.
• Intermediary Investment Service for Financial Advisers Intermediary investment service providing UK and international financial advisers with discretionary portfolio management, research, and resources to support their end clients.
• Investment Management for Charities Specialist investment management for charities, foundations, and endowments, with dedicated charity investment managers and an in-house Investment Committee providing portfolio construction aligned with charitable missions and values.
• Institutional Investment Services Bespoke investment management solutions for institutional clients including Financial Mutuals, Friendly Societies, and Defined Benefit Pension Schemes, tailored to business requirements and regulatory needs.
• IFSL CAF ESG Fund Range A range of three ESG-focused funds managed in partnership with CAF Financial Solutions Limited, shaped by LGT's investment expertise and CAF's charity sector knowledge, with a sustainable investment policy precluding investment in sectors many charities aim to avoid.

Quantifiable outcome

• Approximately GBP 1.5bn managed on behalf of UK charities
• +1 more outcomes

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

AI capability4 records

Feature2 records

Partnerships

Three partnerships are on record, tiered core.

• AddeparcoreTechnology or Integration · 25 March 2026LGT Wealth Management UK selected Addepar as its technology platform partner to enhance front-office capabilities and client service delivery. The partnership provides an integrated data foundation supporting tailored client reporting, portfolio management across multi-currency holdings, cross-border investments, and private markets exposure. Deployment across the UK business began March 25, 2026.
• BloombergcoreTechnology or Integration · 26 March 2025Bloomberg announced that LGT Wealth Management adopted Bloomberg's integrated buy-side solutions including Bloomberg AIM for order and investment management, PORT Enterprise for performance attribution and risk analysis, BTCA for transaction cost analysis, and RHUB for MiFID II transaction reporting. The partnership unifies workflow from idea generation to execution and post-trade processes.
• Charities Aid Foundation (CAF)coreStrategic or Co-development PartnerIn partnership with CAF Financial Solutions Limited, LGT manages three ESG Funds for charitable investors. The IFSL CAF ESG Fund Range is shaped by LGT's expertise and CAF's charity sector knowledge, with a sustainable investment policy to preclude investment in sectors that many charities aim to avoid. The funds celebrated their 3-year anniversary in June 2025.

Scale indicators3 records

Recent moves6 records

Expansion highlights7 records

Direct peers

• Brooks Macdonald: UK-listed discretionary wealth manager serving HNW individuals, intermediaries, and institutions with portfolio management and wealth planning. Highly comparable in business model, UK regional footprint, and IFA intermediary channel — multiple ex-Brooks Macdonald professionals sit on LGT's management team.
• Evelyn Partners: UK wealth management and professional services group offering investment management, financial planning, and tax advice to HNW clients, families, and charities. Directly comparable in multi-service HNW proposition and UK charity segment exposure.
• Schroders Wealth Management (Cazenove): UK private wealth division of Schroders offering discretionary portfolio management, wealth planning, and sustainable investing to UHNW/HNW individuals and charities. Comparable high-end UK wealth proposition under a broader asset management umbrella.
• Investec Wealth & Investment UK: UK wealth management division of Investec serving HNW individuals, charities, and intermediaries with discretionary portfolio management and wealth planning. Comparable in client mix and bespoke DFM proposition; recent LGT hires include ex-Investec investment managers.
• RBC Brewin Dolphin (RBC Wealth Management UK): UK wealth manager providing discretionary investment management, financial planning, and wealth advisory to HNW individuals, charities, and intermediaries. Directly comparable proposition and client mix; several LGT investment managers previously held roles at RBC Brewin Dolphin.
• Rathbones Group: UK-listed wealth manager providing discretionary investment management, financial planning, and Rathbone Greenbank for ethical/sustainable investing to HNW clients, charities, and intermediaries. Highly comparable in UK discretionary wealth and charity franchise.
• Quilter Cheviot: UK discretionary wealth manager serving HNW private clients, trusts, charities, and pension schemes through bespoke portfolio management. Directly comparable in client segments, investment philosophy, and bespoke advisory model; multiple LGT hires came from Quilter Cheviot.
• Killik & Co: UK private wealth manager offering bespoke discretionary and advisory portfolio management, financial planning, and tax-efficient investing to HNW individuals across multiple UK offices. Comparable in boutique, advice-led UK private wealth proposition.
• Coutts: UK private bank serving HNW and UHNW individuals, families, entrepreneurs, and charities with discretionary wealth management and banking services. Highly comparable in UHNW client focus, UK private banking heritage, and charity franchise — and a stated career origin of several LGT partners.

Broad incumbents

• St. James's Place: UK-listed, large-scale wealth manager operating a Partnership model through IFA intermediaries to deliver wealth solutions to mass-affluent and HNW clients. Overlaps with LGT's IFA intermediary proposition but is substantially larger and operates at lower-end HNW/mass-affluent segment.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@lgtwealthmanagement3434/videos
• LinkedInlinkedin.com/company/lgt-wealth-management
• Xx.com/LGTWM

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles23 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about LGT Wealth Management