LGT Wealth Management
Lucy Cox has a diverse work experience in the financial industry. Lucy is currently a Lead Product Manager at LGT Wealth Management since 2023. Prior to this, they worked at Octopus Investments from 2016 to 2023, where they held the positions of Lead Product Manager and Product Manager. From 2010 to 2016, Lucy worked at Octopus Investments as a Business Analyst and later as a Product Owner, responsible for various tasks including client onboarding, investments, reconciliations, payments, and customer inquiries. Before joining Octopus Investments, they worked as a SIPP Administrator at HORNBUCKLE MITCHELL TRUSTEES LIMITED from 2008 to 2010, and at Hargreaves Lansdown from 2006 to 2007.
Lucy Cox obtained a Bachelor's degree in Mathematics and Statistics from Cardiff University / Prifysgol Caerdydd, where they studied from 2003 to 2006. Additionally, they have certifications in Agile Project Management Foundation from APMG International and in International Diploma in Business Analysis from BCS, The Chartered Institute for IT. The specific months and years of obtaining these certifications are not provided.
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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.