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.

Investment Management

LGT Wealth Management

Ben Snee

Gavin Kilbride

Lucy Cox

Christopher McCann

Chloe Poole

Maksym Marushchak

William Habberfield

Phoebe Stone

The Senior Analysts team at LGT Wealth Management is composed of seasoned professionals who specialize in various aspects of financial analysis and management. Their responsibilities include developing advanced business intelligence tools, ensuring the accuracy and control of custody and reconciliations, analyzing investment opportunities, assessing portfolio risks, managing client relationship management (CRM) systems, conducting comprehensive research, and scrutinizing private market funds. This team plays a pivotal role in delivering personalized and insightful investment solutions that align with clients' best interests.

Senior Analysts

Investment and Wealth Management Team

Business Development Team

Senior Analysts

About

Team members

Other teams at LGT Wealth Management

Investment and Wealth Management Team

Business Development Team