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 Vestra

  • 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 Vestra Factfile

LGT Vestra is a partnership between the executive partners and the private banking group LGT, owned by the Princely Family of Liechtenstein. When we set up LGT Vestra in 2008, our aim was to offer a fresh approach to wealth management. The plan was simple: 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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