LGT Wealth Management

  • Wealth Manager
  • Investment Manager
  • Private Bank

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,  underpin

  • Operates: London, Leeds, Scotland, Bristol and Birmingham
  • Based: Global
  • Founded: 2008
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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.




Charity funds offered

Available products and minimum investment by fund type.

Charity pooled fund

£10k

Minimum investment

  • Charity clients160
  • Total assets£441m
  • Advisory
  • Discretionary
  • Execution Only

Non-charity pooled fund

  • Advisory
  • Discretionary
  • Execution Only

Segregated mandate

£1m

Minimum investment

  • Charity clients185
  • Total assets£1.43bn
  • Advisory
  • Discretionary
  • Execution Only

Insights from LGT Wealth Management

Articles authored by this provider

Are you achieving cognitive diversity on your board?

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LGT Charity Team Factsheet - Q4 2025

Investments

Celebrating 3 Years of the CAF ESG Funds

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Get in touch with LGT Wealth Management

Send a direct enquiry to LGT Wealth Management. We pass it on through Charity Intelligence so we can follow up and make sure you got a useful response.

Your enquiry and contact details will be shared with LGT Wealth Management.