LGT Wealth Management
Jon Kelly serves as the Lead BI Developer at LGT Wealth Management since June 2023, specializing in full-stack data development and data engineering to enhance business data solutions. Prior to this role, Jon worked at Interactive Investor from October 2018 to June 2023, initially as a Capacity & Performance Engineer, focusing on the investment platform's performance during growth, and later as a Business Systems Analyst, where responsibilities included technical analysis and stakeholder collaboration for complex projects. Jon's earlier experience at JHC spanned from October 2005 to September 2018, beginning as an Analyst/Programmer, progressing to Senior Developer with expertise in SQL and IBMi platform development, and culminating as Development Team Lead overseeing a team of developers. Jon holds a Master of Science degree in Physics from Durham University, obtained in 2005, and has a solid academic foundation from Queen Elizabeth Grammar School, Wakefield.
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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.