{"id":91913,"date":"2025-01-07T14:15:37","date_gmt":"2025-01-07T14:15:37","guid":{"rendered":"https:\/\/adamfayed.com\/?page_id=91913"},"modified":"2025-01-07T14:15:37","modified_gmt":"2025-01-07T14:15:37","slug":"lgt-wealth-management-profile-what-is-lgt-wealth-management","status":"publish","type":"page","link":"https:\/\/adamfayed.com\/es\/investment-options\/investment-providers\/lgt-wealth-management-profile-what-is-lgt-wealth-management\/","title":{"rendered":"LGT Wealth Management Profile: What is LGT Wealth Management?"},"content":{"rendered":"<p><a href=\"https:\/\/adamfayed.com\/es\/review-articles\/lgt-wealth-management-review\/\">LGT Gesti\u00f3n de patrimonios<\/a>, established in 2008, is a UK-based firm offering bespoke <a href=\"https:\/\/adamfayed.com\/es\/expat-financial-advisor\/what-is-wealth-management\/\">gesti\u00f3n de patrimonios<\/a> services tailored to individual goals and needs.<\/p>\n\n\n\n<p>It is part of the <a href=\"https:\/\/www.lgtwm.com\/uk-en\/about-us\" target=\"_blank\" rel=\"noopener\">LGT Group<\/a>, owned by the Princely Family of Liechtenstein.<\/p>\n\n\n\n<p>Si desea invertir como expatriado o particular con un elevado patrimonio neto, que es en lo que estoy especializado, puede enviarme un correo electr\u00f3nico (advice@adamfayed.com) o WhatsApp (+44-7393-450-837).<\/p>\n\n\n\n<p>In this page, we&#8217;ll delve into the services LGT offers, their financial performance, key leadership, as well as contact information. <\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What is LGT Wealth Management?<\/h2>\n\n\n\n<p>LGT Wealth Management emphasizes a <a href=\"https:\/\/www.lgtwm.com\/uk-en\/wealth-management\" target=\"_blank\" rel=\"noopener\">bespoke, whole-of-market service<\/a> tailored to individual client needs.<\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">What does LGT Wealth Management do?<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Personalized Wealth Management Services<\/strong>: LGT Wealth Management offers bespoke <a href=\"https:\/\/adamfayed.com\/es\/personal-financial-planning\/\">planificaci\u00f3n financiera<\/a> and investment advice tailored to individual client needs and risk appetites.<\/li>\n\n\n\n<li><strong>Comprehensive Service Offerings<\/strong>: Their services include portfolio management, sustainable investing, alternative investments, wealth planning, family governance, private office services, and <a href=\"https:\/\/adamfayed.com\/es\/expat-financial-advisor\/expat-wealth-management\/\">international finance services<\/a>.<\/li>\n\n\n\n<li><strong>Online Portfolio Management Platform<\/strong>: Clients have 24\/7 access to portfolio valuations, important documents, and secure messaging with their Investment Manager through the <a href=\"https:\/\/www.lgtwm.com\/uk-en\/about-lgt-wealth\" target=\"_blank\" rel=\"noopener\">LGT Wealth platform<\/a>.<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">LGT Wealth Management Performance<\/h3>\n\n\n\n<p>As of June 30, 2024, LGT Wealth Management oversees <a href=\"https:\/\/www.lgtwm.com\/uk-en\/about-us\/our-company\" target=\"_blank\" rel=\"noopener\">\u00a330.4 billion in assets under management<\/a>, 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.<\/p>\n\n\n\n<figure class=\"wp-block-image alignright size-medium\"><img fetchpriority=\"high\" decoding=\"async\" width=\"300\" height=\"200\" src=\"https:\/\/adamfayed.com\/wp-content\/uploads\/2024\/12\/cathedral-6539937_640-300x200.jpg\" alt=\"LGT Wealth Management, established in 2008, is a UK-based firm offering bespoke wealth management services tailored to individual goals and needs.\" class=\"wp-image-91915\" srcset=\"https:\/\/adamfayed.com\/wp-content\/uploads\/2024\/12\/cathedral-6539937_640-300x200.jpg 300w, https:\/\/adamfayed.com\/wp-content\/uploads\/2024\/12\/cathedral-6539937_640-512x342.jpg 512w, https:\/\/adamfayed.com\/wp-content\/uploads\/2024\/12\/cathedral-6539937_640.jpg 640w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/figure>\n\n\n\n<p>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.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a href=\"https:\/\/www.lgtwm.com\/uk-en\/about-us\/our-people\/management-board\" target=\"_blank\" rel=\"noopener\">LGT Wealth Management Executive Team<\/a><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Ben Snee \u2013 Partner, Chief Executive Officer<\/strong><br>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.<\/li>\n\n\n\n<li><strong>Tim Mizzi \u2013 Partner, Chief Financial Officer<\/strong><br>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.<\/li>\n\n\n\n<li><strong>Tony Allan \u2013 Partner, Head of Business Development<\/strong><br>Tony Allan oversees IFA business development, focusing on financial advisers seeking discretionary management services. Before joining LGT, Tony worked at UBS <a class=\"wpil_keyword_link\" href=\"https:\/\/adamfayed.com\/es\/\" title=\"Gesti\u00f3n de patrimonios\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"1327\">Gesti\u00f3n de patrimonios<\/a> UK Ltd as a sales and development consultant specializing in the IFA market.<\/li>\n\n\n\n<li><strong>David Driver \u2013 Head of Integration<\/strong><br>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.<\/li>\n\n\n\n<li><strong>William Habberfield \u2013 Partner, Chief Operating Officer<\/strong><br>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.<\/li>\n\n\n\n<li><strong>Barbara Kane \u2013 Partner, Chief Risk Officer<\/strong><br>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.<\/li>\n\n\n\n<li><strong>Sanjay Rijhsinghani \u2013 Partner, Chief Investment Officer<\/strong><br>A founding Partner and CIO of LGT, Sanjay has over 30 years of investment experience. He leads the firm\u2019s 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.<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a href=\"https:\/\/www.lgtwm.com\/uk-en\/about-us\/lgt-worldwide\/united-kingdom\" target=\"_blank\" rel=\"noopener\">LGT Wealth Management Offices<\/a> and Contact Information<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>London<\/strong>:\n<ul class=\"wp-block-list\">\n<li>Address: 14 Cornhill, London, EC3V 3NR, United Kingdom<\/li>\n\n\n\n<li>Phone: +44 (0)20 3207 8000<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Jersey<\/strong>:\n<ul class=\"wp-block-list\">\n<li>Address: Sir Walter Raleigh House, 48-50 Esplanade, St. Helier, JE2 3QB, Jersey<\/li>\n\n\n\n<li>Phone: +44 (0)1534 786 400<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Bristol<\/strong>:\n<ul class=\"wp-block-list\">\n<li>Address: 15 Queen Square, Bristol, BS1 4NP, United Kingdom<\/li>\n\n\n\n<li>Phone: +44 (0)117 422 4022<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Edinburgh<\/strong>:\n<ul class=\"wp-block-list\">\n<li>Address: Capital Square, 58 Morrison Street, Edinburgh, EH3 8BP, United Kingdom<\/li>\n\n\n\n<li>Phone: +44 (0)131 385 1300<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Leeds<\/strong>:\n<ul class=\"wp-block-list\">\n<li>Address: Minerva House, 29 East Parade, Leeds, LS1 5PS, United Kingdom<\/li>\n\n\n\n<li>Phone: +44 (0)113 340 3920<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Birmingham<\/strong>:\n<ul class=\"wp-block-list\">\n<li>Address: 103 Colmore Row, Birmingham, B3 3AG, United Kingdom<\/li>\n\n\n\n<li>Phone: +44 (0)121 812 0810<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Manchester<\/strong>:\n<ul class=\"wp-block-list\">\n<li>Address: Orega Arkwright House, Parsonage Gardens, Manchester, M3 2LF, United Kingdom<\/li>\n\n\n\n<li>Phone: +44 (0)161 871 9550<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>\u00bfLe duele la indecisi\u00f3n financiera? <\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img decoding=\"async\" width=\"512\" height=\"288\" src=\"https:\/\/adamfayed.com\/wp-content\/uploads\/2025\/03\/Adam-Fayed-Contact_CTA3-512x288.jpg\" alt=\"\" class=\"wp-image-117505\" style=\"width:683px;height:auto\" srcset=\"https:\/\/adamfayed.com\/wp-content\/uploads\/2025\/03\/Adam-Fayed-Contact_CTA3-512x288.jpg 512w, https:\/\/adamfayed.com\/wp-content\/uploads\/2025\/03\/Adam-Fayed-Contact_CTA3-300x169.jpg 300w, https:\/\/adamfayed.com\/wp-content\/uploads\/2025\/03\/Adam-Fayed-Contact_CTA3-768x432.jpg 768w, https:\/\/adamfayed.com\/wp-content\/uploads\/2025\/03\/Adam-Fayed-Contact_CTA3-scaled.jpg 825w\" sizes=\"(max-width: 512px) 100vw, 512px\" \/><\/figure>\n\n\n\n<div style=\"height:10px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/adamfayed.com\/es\/become-adams-client\/\">Convi\u00e9rtase en mi cliente<\/a><\/div>\n\n\n\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/adamfayed.com\/es\/good-match-quiz\/\" target=\"_blank\" rel=\"noreferrer noopener\">Realice el cuestionario de elegibilidad de clientes<\/a><\/div>\n\n\n\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/adamfayed.com\/es\/contact\/\" target=\"_blank\" rel=\"noreferrer noopener\">P\u00f3ngase en contacto con<\/a><\/div>\n<\/div>\n\n\n\n<p><strong>Adam es un autor reconocido internacionalmente en temas financieros, con m\u00e1s de 830 millones de respuestas en Quora, un libro muy vendido en Amazon y colaborador de Forbes.<\/strong><\/p>","protected":false},"excerpt":{"rendered":"<p>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. If you are looking to invest as an expat or high-net-worth individual, which is what I specialize in, you can [&hellip;]<\/p>\n","protected":false},"author":16,"featured_media":91914,"parent":79525,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"rop_custom_images_group":[],"rop_custom_messages_group":[],"rop_publish_now":"initial","rop_publish_now_accounts":{"facebook_10166176115445471_100883565069113":""},"rop_publish_now_history":[],"rop_publish_now_status":"pending","footnotes":""},"class_list":["post-91913","page","type-page","status-publish","has-post-thumbnail","hentry"],"_links":{"self":[{"href":"https:\/\/adamfayed.com\/es\/wp-json\/wp\/v2\/pages\/91913","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/adamfayed.com\/es\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/adamfayed.com\/es\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/adamfayed.com\/es\/wp-json\/wp\/v2\/users\/16"}],"replies":[{"embeddable":true,"href":"https:\/\/adamfayed.com\/es\/wp-json\/wp\/v2\/comments?post=91913"}],"version-history":[{"count":2,"href":"https:\/\/adamfayed.com\/es\/wp-json\/wp\/v2\/pages\/91913\/revisions"}],"predecessor-version":[{"id":92080,"href":"https:\/\/adamfayed.com\/es\/wp-json\/wp\/v2\/pages\/91913\/revisions\/92080"}],"up":[{"embeddable":true,"href":"https:\/\/adamfayed.com\/es\/wp-json\/wp\/v2\/pages\/79525"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/adamfayed.com\/es\/wp-json\/wp\/v2\/media\/91914"}],"wp:attachment":[{"href":"https:\/\/adamfayed.com\/es\/wp-json\/wp\/v2\/media?parent=91913"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}