LGT Wealth Management is part of the world’s largest private bank and asset manager owned by a single family, the Princely House of Liechtenstein. When we set up our business in 2008, our aim was to offer a fresh approach to investment management. The plan was simple: put our clients first by providing a transparent service, designed around what is right for each of them.

Our entrepreneurial approach, together with LGT’s financial stability, enables us to make decisions that we believe will provide an exceptional and consistent service for our clients. Private ownership means we take a long-term approach, avoiding short-term actions that may compromise the stability of our firm, and crucially the trust of our clients.

Our dedicated institutional team has many years of experience in providing specialist investment services to Friendly Society and Financial Mutual clients and provide investment services to a large number of clients from the sector. We treat every client relationship as a partnership built on trust, resulting in a valued personal connection. We believe in a tailored approach to investment management through a segregated portfolio. We are independent and do not use in-house funds.

Thanks to our efficient management and organisational structure, we are able to make decisions quickly and independently. As a company and an investor, we take a long-term holistic approach, and are actively involved in promoting the sustainable development of society and the environment.

LGT Group has a healthy balance sheet, a high level of liquidity and is well capitalised. Our equity capital is significantly above the minimum regulatory requirement and reflects the financial strength of our company, including international comparison.