Welcome to LGT Wealth Management US

Our fresh approach focuses on building lasting partnerships and developing trust through transparency. We understand the unique requirements that US connected clients have and offer a fully personalised service to match.

Expertly managed

 A specialist affiliated entity of LGT Wealth Management, our firm was set up to help clients with a transatlantic footprint.

Wealth management

We are here to support you and your family by offering bespoke advice based on your specific needs. Be it portfolio management or financial planning, our dedicated US specialists are here to help you achieve your goals. 

Wealth management

Financial advisers

We believe great results come from working in partnership with our advisers. Through our intermediary investment service, we can provide you with the resources you need to help grow your business and achieve the best outcomes for your clients.

Financial advisers

Wealth planning

We can help you get your financial affairs in order with our comprehensive wealth planning service. Whether you are an individual, a company, a partner or a trustee with a US connection, let us create a bespoke financial plan that suits your needs. 

Wealth planning

Our focus is on ensuring we meet and exceed our clients’ expectations, wherever home is – the UK or the US.

Paul Nixon CEO LGT Wealth Management US
Paul Nixon

Insights

Read our latest articles written by our financial experts and guest writers.

All Insights

Market View

AI momentum drives equity markets higher in Q3

US equities climbed higher in the third quarter led by AI-related technology companies, although the rally extended beyond the US, with China, Japan and the UK all posting strong returns.
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Alphabet soup vs. solid ground: investing beyond the acronyms
Lifestyle

Alphabet soup vs. solid ground: investing beyond the acronyms

Investing can sometimes feel like learning a new language, filled with buzzwords and acronyms that seem to pop up overnight. But behind the headlines and the jargon, the important principles remain unchanged.
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Aerial view of thick forest in Autumn with road
Market View

Should investors still worry about the September slump?

September has a reputation for being a challenging market for global stock markets. Going back nearly a century, equities tend to underperform in September more compared to any other month.
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Sculpture of Adam Smith, Scottish economist and philosopher
Lifestyle

Adam Smith’s “Invisible Hand”

Adam Smith (1723–1790) was a key figure in the Scottish Enlightenment, whose work laid the foundations for modern economic thinking. How can we interpret his legacy in the context of modern markets?
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Our news

Head to our company news page to stay informed about our activities and key business updates. 

All company news

LGT Wealth Management

Leadership change at LGT Wealth Management UK
After 13 years as CEO of LGT Wealth Management, Ben Snee has decided to step down. He will hand over leadership in early 2026, after which he will remain closely connected to the firm in a non-executive capacity. Heinrich Henckel, former long-standing CEO of LGT Bank Switzerland and member of the Senior Management Board of LGT Private Banking, will take on the role of CEO – subject to regulatory approval
LGT Wealth Management

LGT reports strong rise in profit in the first half of 2025
LGT continued to successfully implement its international strategy and achieved profitable growth in the first half of 2025.
LGT Wealth Management

LGT reports strong growth and very high net asset inflows in 2023
LGT, the international Private Banking and Asset Management group owned by the Princely Family of Liechtenstein, achieved further strong growth in 2023. Total operating income increased 11% compared with the previous year and amounted to CHF 2.57 billion.
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Forward-looking for generations

Advice is subject to any legal, regulatory or jurisdictional constraints. Investors should be aware that past performance is not an indication of future performance, the value of investments and the income derived from them may fluctuate and you may not receive back the amount you originally invested.

LGT Wealth Management US Limited is Authorised and Regulated by the Financial Conduct Authority ("FCA") in the United Kingdom, and is a Registered Investment Adviser with the Securities & Exchange Commission ("SEC") in the United States. Registered office: Fourteen Cornhill, London, EC3V 3NR.

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