LGT Wealth Management

Who we are

LGT Wealth Management is a privately owned UK-based wealth management firm. It is part of the private banking group LGT, owned by the Princely Family of Liechtenstein. 


LGT  has a healthy balance sheet, high liquidity and solid capitalisation. Our  equity capital is well above legal requirements and we consistently receive high scores when our creditworthiness is assessed by Moody’s and Standard & Poor’s.

 

We have offices globally including 7 booking locations.

What we do

Our offering encompasses a wide range of services grounded in knowledge, experience and conviction. 

  • Bespoke portfolio management
  • Strategic tax management
  • Asset backed lending
  • Court of protection
  • Private markets
  • Precious metals
  • Cash deposit service
  • Wealth Management for US connected clients
  • Sustainable and impact investing
  • Philanthropy Advisory and venture philanthropy
  • Model Portfolio Service

Strategies

Model Portfolio Service £

MPS

The Model Portfolio Service (MPS) is a discretionary investment service comprising of five diversified portfolios and an income strategy, which meet a range of objectives and risk profiles. The service has a centralised investment process which combines the experience of investment managers with the in-depth knowledge of the dedicated research team.

MANDATES

  • Defensive • low

    The primary objective of this portfolio is to preserve capital.

  • Strategic Income • low

    This portfolio aims to provide a targeted level of income and appreciating capital value

  • Cautious • low

    The primary objective of this portfolio is to achieve a moderate level of capital growth.

  • Balanced • medium

    The primary objective of this portfolio is to achieve capital growth in excess of inflation.

  • Growth • high

    The primary objective of this portfolio is to achieve above average capital growth.

  • Adventurous • high

    The primary objective of this portfolio is to achieve high levels of capital growth.

Jersey Direct Portfolio Service GBP £

Centralised Multi Asset Direct Equity Fixed Income Offshore

The Jersey Direct Portfolio Service is a discretionary investment service comprising of four diversified portfolios, which meet a range of objectives and risk profiles. The portfolios are managed by a dedicated practitioner-led local Investment Team. The investment team meet regularly to discuss the global market outlook and our in-house views. With input from the global LGT network, the committee members set our investment strategy and implement any changes to the portfolios. 


The cornerstone of the Jersey Direct Portfolio Service is bottom-up equity selection, delivered through a concentrated portfolios of top-tier companies with a proven ability to return capital to shareholders through dividends, share buybacks, and debt reduction. These companies are not only selected for their compelling valuations but also for their potential to yield superior returns over the medium to long term. We prioritise firms that are cash-generative with a sustainable competitive edge, ensuring they offer consistent earnings and high returns on invested capital. This approach drives shareholder value through rising share prices and ongoing capital returns. Additionally, we target companies demonstrating strong price momentum—both relative and absolute—recognising their consistent track record of above-average returns.


With respect to fixed income, we construct a portfolio of securities designed to deliver consistent risk-adjusted returns while prioritising capital preservation. Our dynamic top-down asset allocation strategy incorporates techniques like credit rotation, duration management, and sector rotation, supplemented by a meticulous bottom-up security selection process. Utilising the vast expertise of the LGT Wealth Management team, we explore an extensive investable universe of over 1,000 issuers to uncover diverse opportunities across the entire credit spectrum.

MANDATES

  • Jersey Direct Low Risk • low

    The strategy aims to preserve capital whilst targeting modest capital growth over the medium to long term.


  • Jersey Direct Medium Risk • medium

    The strategy aims to appreciate capital value in excess of the rate of inflation but limit fluctuations in value by investing in a diverse portfolio of assets.


  • Jersey Direct High Risk • high

    The strategy targets above-average growth through a multi-asset portfolio but with a reasonable allocation to riskier assets.

  • Jersey Direct Equity • high

    The strategy takes a high risk approach and aims to deliver equity like returns. This may mean substantial fluctuations in the portfolio value.