Services Provided
- Discretionary
- Advisory
- Execution
Location
- 6 UK Locations
Investment
- Investment Manager, Private Bank
- Founded 2008
Pooled Accounts
- Minimum Account £500K
- Assets Under Management £172M
- Number Of Clients 100
Segregated Accounts
- Minimum Account £1M
- Assets Under Management £1.16B
- Number Of Clients 170
About LGT Wealth Management
Our experienced charity investment managers partner with charities, universities and not-for-profits, 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 investments, private markets, sustainability & philanthropic expertise, underpinned by LGT Group, a global private-bank and investment manager with £294bn as at 31th December 2023.
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 avoid the short-term noise and focus on the factors that drive sustainable long-term investment performance. We invest directly, giving the benefits of transparency- you can see what stocks you own. This would be your own portfolio, and not units in a fund, which gives you the flexibility to evolve the portfolio in line with changes in your circumstances or the investment landscape in the future and to ensure all your investment restrictions are applied with integrity. Direct investment also makes best use of your fee budget and gives transparency over the costs of investing.