About LGT Wealth

Our LGT Wealth platform offers clients the opportunity to view their portfolio information whenever convenient for them, without compromising on security.

SmartWealth platform for LGT Wealth Management customers

Log in to LGT Wealth

Convenient and secure access to portfolio information for LGT Wealth Management clients. Via LGT Wealth, you will benefit from:

  • 24/7 access to portfolio valuations, including holdings and cash statements.
  • 24/7 access to other important documents, including your valuation reports, tax packs and contract notes.
  • Secure direct messaging with your Investment Manager.
  • Rigorous security measures to protect your data
     

LGT Wealth is also available as an app that can be downloaded onto your smartphone or tablet.

LGT Wealth enhancements

Registration steps Find out how to register with LGT Wealth.

one

Receive registration email

You will receive an invitation email. Please follow the activation link that will take you to the secure LGT Wealth Registration page.

one

Load registration page

You will be prompted to enter: your personal code as stated in the activation email, your date of birth and your surname.

three

Complete two factor authentication

You will be asked to select the phone number that you would like your One Time Password to be sent to. In the case of landlines, the password will be read aloud to you. Please enter this One Time Password into the box to complete your two factor authentication.

four

Create login details

You will need to create a unique username and password. Once registration is successful, you will be directed to the confirmation screen where you will then proceed to login.

Paperless reporting

Sustainable and long-term thinking and actions are deeply rooted in our corporate culture. It is important to us that our business activities also have a positive impact on the environment and society.

Help to reduce our environmental impact by choosing paperless reporting, rather than receiving printed hardcopies of your documents.  

Using LGT Wealth, paperless reporting is made easier, as you will benefit from:
 

  • Convenient access to your reports and important documents.
  • Flexible access online and in the app.
  • Email notifications when new documents are available for viewing.
  • The ability to save a copy of your documents on your device.

 

Planting a tree for every paperless client

As a thank you for supporting our commitment to the environment, we will plant a tree for every client that elects paperless reporting. So far, we are delighted to have planted thousands of trees around the world, but there is still a long way to go.

You will be sent an electronic tree certificate within 24 hours of electing to go paperless. On this certificate you can find details of your tree's species, location and how that tree will support a wider reforestation project.

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