LGT Wealth Management
Jay Carpenter, CAIA, currently serves as an Investment Manager at LGT Wealth Management since September 2023. Prior to this role, Jay held the position of Senior Client Portfolio Manager at abrdn from November 2022 to September 2023. Jay's career includes significant experience at GAM, where roles included Client Portfolio Manager and Product Marketing Manager from July 2014 to November 2022. Earlier experience includes serving as Investor Relations Manager at Newsmith Asset Management LLP from March 2011 to July 2014 and as Investor Relations Executive at Gartmore from February 2008 to March 2011. Jay holds a Bachelor of Arts (BA) in Spanish Language and Literature from the University of Leeds, completed in 2007, and attended Trinity School of John Whitgift from 1996 to 2003.
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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.