LGT Wealth Management
William Habberfield has a strong background in finance and wealth management. William started their career as a Graduate Trainee Finance at Royal Bank of Scotland in 2002, where they worked until 2005. William then joined UBS Wealth Management as a Financial Accountant from 2005 to 2007. In 2007, they joined LGT Wealth Management as the Head of Finance, a role they held until 2012. William then became the Finance Director at LGT Vestra, where they were responsible for the finance function and a member of the Management Committee. In 2016, they took on the role of Chief Operating Officer at LGT Vestra, where they oversaw portfolio management services, wealth planning, and private equity and commercial property investment opportunities.
William Habberfield attended the University of East Anglia from 1999 to 2002, where they completed a degree in Business Finance and Economics. William later became a Qualified Accountant through the CIMA program, although the specific years of this achievement are unknown.
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.