Directory of UK Wealth Managers

Find independent information about investment managers and private banks in the UK

Directory of UK Wealth Managers​

Find independent information about investment managers and private banks in the UK

List of Companies

LGT Wealth Management

  • Min. account size

    £1,000,000
  • Company type

    Investment Manager
  • Ownership

    Partnership
  • Size of wealth manager

    Medium
  • Size

    Boutique
  • Founded

    2007

Key person:

Mark McNamara

Wealth Manager

LGT Wealth Management Factfile

LGT Wealth Management UK LLP is a UK-based wealth management partnership which provides a comprehensive range of investment management, wealth planning and private office services. As at 31 December 2021, LGT employs 419 staff and has offices in London, Bristol and Jersey, with £22.3 billion of assets under management. It is part of LGT Group, a leading international private bank and asset manager that has been fully controlled by the Princely Family of Liechtenstein for over 90 years. As at 31 December 2021, LGT Group managed assets of CHF 285 billion (£231 billion) for private individuals and institutional clients. LGT employs over 4,100 people who work out of more than 20 locations in Europe, Asia, the Americas, and the Middle East. Our aim is to offer a fresh approach to wealth management: put our clients first by providing a transparent service, designed around what is right for each of them.

Contact person Investment manager
Portfolio types Model, bespoke
Composition Fund, direct, tracker, mixture, ethical
Contact person Wealth Manager
Fee Structure Dependent on client
No online dealing
Timezones UK
Margin accounts
In-house service
Pension advice
Tax efficient investments
How we charge Within account fee
Portfolio lending
Mortgages Prime London
Typical minimum mortgage £1,500,000
Other finance International mortgages
Retail banking
Ethical investing
Philanthropy

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