Sustainability

Creating value for our people and society

Date

Our 2024 Impact Report highlights our ongoing commitment to creating an inclusive environment and making a positive contribution to society. Providing a comprehensive overview of our initiatives, from our internal activities to our charity partnerships, the report reflects our efforts to support both our people and the wider community. 

At LGT, our core values – belonging, respect, integrity, conviction and entrepreneurship – form the foundation of our culture. We are dedicated to providing opportunities for both professional and personal growth, enabling all individuals to feel valued and to excel. Our award-winning diversity and inclusion strategy is spearheaded by our committee #included, which addresses a range of diversity aspects through dedicated workstream leads. Additionally, our wellbeing committee Enrich offers a supportive and progressive programme, tailored to meet the diverse needs of our employees by focusing on physical, mental and financial health. 

As a growing business in the wealth management sector, we believe it is our responsibility to put some of our resource to good use by creating social and cultural added value. From individual activities and volunteering to firm-wide fundraising events, we support initiatives that contribute towards driving positive change and giving back to the community in which we operate. In 2023 we continued to work with several charities, including our main charity partner Demelza, who provide vital support to children with serious or life-limiting conditions through their hospices in South East London, Kent and East Sussex.

Many of our activities, including fundraising and wellbeing, are driven by our people, enabling them to contribute to the wider impact of the business and add value beyond the remit of their day-to-day responsibilities. As we look ahead, we remain committed to continuing to create a positive workplace and make a meaningful impact both within our organisation and in the broader community. 

Learn more by downloading the report here.

The report at a glance

Asset 1

Creating value for our clients

We offer a sustainable investment service to empower investors to align their financial goals with a greater purpose. Our sustainable investment framework incorporates the UN Sustainable Development Goals, identifying four main sustainable investment themes.

shutterstock_2424209529

Impactful initiatives

We partner with organisations that share our vision for a more sustainable future. In 2023, we supported a range of sustainability projects, from wetlands creation to tackling e-waste.

Asset 3

A great place to work

It is crucial for us to invest in employee initiatives to enhance morale, loyalty and retention and contribute to a positive work environment. We are proud to be recognised as one of the best places to work by Great Place to Work™ UK.

LGT Wealth Management UK LLP is authorised and regulated by the Financial Conduct Authority Registered in England and Wales: OC329392. Registered office: 14 Cornhill, London, EC3V 3NR.  LGT Wealth Management Limited is authorised and regulated by the Financial Conduct Authority. Registered in Scotland number SC317950 at Capital Square, 58 Morrison Street, Edinburgh, EH3 8BP. LGT Wealth Management Jersey Limited is incorporated in Jersey and is regulated by the Jersey Financial Services Commission in the conduct of Investment Business and Funds Service Business: 102243. Registered office: Sir Walter Raleigh House, 48-50 Esplanade, St Helier, Jersey JE2 3QB.  LGT Wealth Management (CI) Limited is registered in Jersey and is regulated by the Jersey Financial Services Commission: 5769. Registered Office: at Sir Walter Raleigh House, 48 – 50 Esplanade, St Helier, Jersey JE2 3QB.  LGT Wealth Management US Limited is authorised and regulated by the Financial Conduct Authority and is a Registered Investment Adviser with the US Securities & Exchange Commission (“SEC”). Registered in England and Wales: 06455240. Registered Office: 14 Cornhill, London, EC3V 3NR. 

This communication is provided for information purposes only. The information presented is not intended and should not be construed as an offer, solicitation, recommendation or advice to buy and/or sell any specific investments or participate in any investment (or other) strategy and should not be construed as such. The views expressed in this publication do not necessarily reflect the views of LGT Wealth Management US Limited as a whole or any part thereof. Although the information is based on data which LGT Wealth Management US Limited considers reliable, no representation or warranty (express or otherwise) is given as to the accuracy or completeness of the information contained in this Publication, and LGT Wealth Management US Limited and its employees accept no liability for the consequences of acting upon the information contained herein. Information about potential tax benefits is based on our understanding of current tax law and practice and may be subject to change. The tax treatment depends on the individual circumstances of each individual and may be subject to change in the future.

All investments involve risk and may lose value. Your capital is always at risk. Any investor should be aware that past performance is not an indication of future performance, and that the value of investments and the income derived from them may fluctuate, and they may not receive back the amount they originally invested.

man wearing glasses reflection of screen
Market View

A look back at the quarter

Equity markets experienced a shake-out over concerns the US economy may be stalling and concerns that the Federal Reserve was too late to cut rates. This was exacerbated when the Bank of Japan (BoJ) raised interest rates and guided towards more increases.
Car plugged in charging
Market View

China vs Europe: the race for electric vehicle dominance

China and Europe’s deep economic ties deteriorated when Russia invaded Ukraine in early 2022, and relations face further pressure as China strengthens its foothold in the global electric vehicle market, which is cannibalising Europe’s own EV sector.
Contact us