LGT Wealth Management
James Tate is a Senior Portfolio Risk Analyst at LGT Wealth Management since August 2022, with prior experience as a Senior Investment Reporting Analyst at Legal & General Investment Management, where James led data transformation projects and automation initiatives to enhance client reporting capabilities. Previously, James held roles including Investment Communications & Reporting Associate at The Ingenious Group, Content and Communication Manager at the Global Sourcing Association UK, Chief Editor at Sourcingfocus.com, Reconciliation Analyst at Lloyds Banking Group, and Commodity Research Analyst at LDN-CAPITAL. James began a career in research as an M&A Research Analyst at Rothschild and interned at Barclays. Academically, James holds a Bachelor's Degree in Economics from City, University of London and graduated from Ripon Grammar School with a focus on Economics, Mathematics, and Physics.
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.