Services Provided
- Discretionary
- Advisory
- Execution
Location
- 6 UK Locations
Investment
- Wealth Manager, Investment Manager, Private Bank
- Founded 2008
Pooled Accounts
- Minimum Account £10K
- Assets Under Management £441M
- Number Of Clients 160
Segregated Accounts
- Minimum Account £1M
- Assets Under Management £1.43B
- Number Of Clients 185
About LGT Wealth Management
Our experienced charity investment managers partner with charities, not-for-profits and purpose led investors to deliver investment performance, in a way that promotes their their purpose.
The unique structure of our firm provides the stability to take a truly long-term view, which is valuable in todays rapidly changing market place.
Our capabilities for charities include treasury management, discretionary, private markets, sustainability, impact & philanthropic expertise, underpinned by LGT Group, a global private-bank and asset manager with £300bn AUM at 31th December 2024.
Our Philosophy
Our work with charities is based around three core principles: Partnership, Purpose and Performance.Partnership – Our aim is to build a relationship with you, not complete a transaction with you. We understand that charities want to work with individuals that understand them and that every charity has its own unique circumstances and objectives; one size does not fit all. We do not have relationship managers; we have investment managers. That means the team you meet, is the team making decisions about your investments. As your investment partner, we will take a complete approach to get to know you and your aims, motivations and competing pressures (financial and non-financial).
Purpose – Our goal is to ensure that your investments align with your values, to protect and enhance the reputation of the charity. At a portfolio level, we invest within an authentic responsible investment framework where environmental, social and governance factors are considered alongside financial matters. For us, it is simply sound investing and a source of information to help us identify quality companies. We fundamentally believe that well-run, socially, and environmentally aware organisations are going to deliver the best returns over the long-term.
Performance – Our goal is to maximise the performance of your investments. We construct resilient, global portfolios that are positioned to benefit from long-term structural changes within our world. This multi-generation time horizon helps us tune-out the short-term noise and focus on the factors that drive sustainable long-term investment performance.
We are long-term investors with a global perspective. Our bottom-up investment approach is grounded in fundamental analysis and proprietary research. We construct high conviction active portfolios of 40-60 direct holdings, with an emphasis on quality companies which are the beneficiaries of global structural growth trends