LGT Wealth Management, established in 2008, is a UK-based firm offering bespoke wealth management services tailored to individual goals and needs.
It is part of the LGT Group, owned by the Princely Family of Liechtenstein.
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In this page, we’ll delve into the services LGT offers, their financial performance, key leadership, as well as contact information.
What is LGT Wealth Management?
LGT Wealth Management emphasizes a bespoke, whole-of-market service tailored to individual client needs.
The group employs over 4,500 people across 23 locations worldwide, including Australia, Hong Kong, Ireland, Japan, Liechtenstein, the Middle East, Austria, Switzerland, Singapore, Thailand, and the United Kingdom.
What does LGT Wealth Management do?
- Personalized Wealth Management Services: LGT Wealth Management offers bespoke financial planning and investment advice tailored to individual client needs and risk appetites.
- Comprehensive Service Offerings: Their services include portfolio management, sustainable investing, alternative investments, wealth planning, family governance, private office services, and international finance services.
- Online Portfolio Management Platform: Clients have 24/7 access to portfolio valuations, important documents, and secure messaging with their Investment Manager through the LGT Wealth platform.
LGT Wealth Management Performance
As of June 30, 2024, LGT Wealth Management oversees £30.4 billion in assets under management, supported by a workforce of over 650 staff, including 75 partners. The firm operates across seven office locations in the UK, including London, Edinburgh, Jersey, Bristol, Leeds, Birmingham, and Manchester.
LGT Group, the parent company, reported CHF 316.0 billion in client assets under management as of December 31, 2023. The group achieved a net profit of CHF 375.3 million and operates in more than 25 office locations worldwide, employing over 5,600 staff.
LGT Wealth Management Executive Team
- Ben Snee – Partner, Chief Executive Officer
Ben Snee, a founding member of the firm, has served as CEO since 2013. He has 25 years of experience in the wealth and financial services sector, beginning his career in the private client department at PricewaterhouseCoopers. Before joining LGT, Ben was a client adviser and Executive Director at UBS. - Tim Mizzi – Partner, Chief Financial Officer
Tim Mizzi joined LGT as Finance Director in 2017 and later became a Partner. He previously held roles including management accountant and head of financial planning and analysis at Bank of America Merrill Lynch, and CFO at Julius Baer International Ltd. - Tony Allan – Partner, Head of Business Development
Tony Allan oversees IFA business development, focusing on financial advisers seeking discretionary management services. Before joining LGT, Tony worked at UBS Wealth Management UK Ltd as a sales and development consultant specializing in the IFA market. - David Driver – Head of Integration
David Driver joined LGT following its acquisition of abrdn Capital in 2023, ensuring a seamless integration for former abrdn clients and staff. With 25 years of leadership experience in private banking and discretionary fund management, David previously held senior roles at abrdn and Lloyds Private Banking. - William Habberfield – Partner, Chief Operating Officer
William (Will) Habberfield is a Partner and COO responsible for operations, IT, business solutions, and facilities. A qualified accountant, he joined LGT in 2007 as Finance Director. Before LGT, he held finance roles at UBS Wealth Management and RBS. - Barbara Kane – Partner, Chief Risk Officer
Barbara Kane joined LGT in 2015 as a Compliance Manager and became Chief Risk Officer in 2024. Previously, she worked at Goldman Sachs for 13 years in various roles across the US and the UK. Barbara also served as Head of Compliance and Legal at LGT before her promotion. - Sanjay Rijhsinghani – Partner, Chief Investment Officer
A founding Partner and CIO of LGT, Sanjay has over 30 years of investment experience. He leads the firm’s investment process, overseeing research and asset allocation, and chairs the Investment Committee. In addition to his CIO responsibilities, Sanjay manages long-standing private client relationships.
LGT Wealth Management Offices and Contact Information
- London:
- Address: 14 Cornhill, London, EC3V 3NR, United Kingdom
- Phone: +44 (0)20 3207 8000
- Jersey:
- Address: Sir Walter Raleigh House, 48-50 Esplanade, St. Helier, JE2 3QB, Jersey
- Phone: +44 (0)1534 786 400
- Bristol:
- Address: 15 Queen Square, Bristol, BS1 4NP, United Kingdom
- Phone: +44 (0)117 422 4022
- Edinburgh:
- Address: Capital Square, 58 Morrison Street, Edinburgh, EH3 8BP, United Kingdom
- Phone: +44 (0)131 385 1300
- Leeds:
- Address: Minerva House, 29 East Parade, Leeds, LS1 5PS, United Kingdom
- Phone: +44 (0)113 340 3920
- Birmingham:
- Address: 103 Colmore Row, Birmingham, B3 3AG, United Kingdom
- Phone: +44 (0)121 812 0810
- Manchester:
- Address: Orega Arkwright House, Parsonage Gardens, Manchester, M3 2LF, United Kingdom
- Phone: +44 (0)161 871 9550
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