LGT Wealth Management
Gary Donald, Chartered MCSI, is an experienced Wealth Manager at LGT Wealth Management since December 2015, specializing in wealth management and investment solutions for US connected private clients and their advisers. Prior to this role, Gary held various positions at Barclays Wealth, including Private Bank Executive and Portfolio Transfer Administrator, from July 2008 to December 2015. Gary enhances expertise through education, having earned the Private Client Investment Advice & Management Certificate and the Investment Advice Diploma from The Chartered Institute for Securities & Investment. Gary also holds a BA Hons in Financial Services from Glasgow Caledonian University.
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LGT Wealth Management
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Since 2008, we have been committed to offering clients a fresh approach to wealth management, with a service that is as individual as they are. By drawing together in-depth knowledge and experience from across the industry, we provide a flexible, bespoke service adapted to each of our clients’ needs. Our rigorous investment process means that we do not invest in anything we do not believe in. We do not manufacture and sell in-house products and we do not have product sales targets. Our advice is aligned to nobody’s interests but those of our clients. Our areas of expertise cover portfolio management services, financial planning, services for intermediaries and their clients and discretionary portfolio services for US connected clients via our subsidiary LGT Wealth Management US Limited. The partnership ethos of our business has allowed us to attract some of the best talent in our industry and draw together in-depth experience from multiple disciplines. We offer an experienced, personalised, flexible and direct approach to investment planning and management across multiple asset classes. Running through this approach is our core value of always putting clients’ interests first. Please visit our website at: www.lgtwm.com All content must be respectful and we reserve the right to remove and moderate comments. LGT Wealth Management UK LLP is authorised and regulated by the Financial Conduct Authority (FCA). Registered in England and Wales: OC329392. Registered office: Fourteen Cornhill, London, EC3V 3NR. Investors should be aware that past performance is not an indication of future performance, the value of investments and the income derived from them may fluctuate and you may not receive back the amount you originally invested.