When the Firm was founded in 2008, in the midst of the global financial crisis, many financial institutions had become increasingly disconnected from their clients. Our aim was to offer a fresh approach to wealth management. The plan was simple: place our clients at the heart of our business, providing them with a service designed around what is right for each of them.
Our partnership with LGT, wholly owned by the Princely Family of Liechtenstein, means that we are one of the few global wealth management firms in private ownership. This enables us to build lasting relationships with our clients, making decisions for the long term.
It is essential our people feel part of the team in whatever role they hold, along with a sense of belonging to the Firm itself. Our staff wellbeing and diversity committees, Enrich & #included, strive to enhance this inclusive culture. Our culture of belonging reassures our clients that they are in safe hands, with a business that cares about them and where all our staff are treated with respect, integrity and personal accountability.
Values worth sharing
Our mission is to deliver long-term value for our stakeholder: our clients, our people, our owner and society. Our Firms values are:
As part of our commitment to society at large, we support a range of sustainable initiatives focused on the environment and society, art, culture and sport.
• We support The Fore, which works with small charities and social enterprises.
• We have recently introduced the LGT Vestra Forest, planting a tree on behalf of clients and staff for helping us achieve our sustainability goals. This includes planting a tree for every client who has electedpaperless reporting. We are currently supporting reforestation projects in Kenya, Madagascar, Thailand, India and Brazil.
• We ensure our investment universe complements our values, excluding investments in controversial weapons and thermal coal, and our Sustainable Portfolio Service invests in alignment with the United Nations Sustainable Development Goals.
We are proud to be recognized as one of the best places to work by Great Place to Work UK. Since our business was founded, creating a culture where people feel respected, valued and motivated has been paramount. Our staff gave outstanding marks in numerous areas such as their assessment of the welcoming culture at the firm, how fairly they feel they are treated and the respect they are given by colleagues and management. 85% of our people are proud to work at LGT Vestra and 89% agree the firm is a “Great Place to Work”.
Following our Great Place to Work accreditation, we are also delighted to have been recognised in the 2021 Best UK Workplaces™ list, ranked 27th in the Large (251-1000 employee) category.
We want to continue building on our sense of belonging that truly inclusive groups of people can bring. If you want to start your career in a Firm where you can make a genuine, positive impact to the future of wealth management, we welcome you to join us.
“Through a shared set of values, we make sure that LGT Vestra fits into the world in a way that is positive.” – Ben Snee, CEO, LGT Vestra.
Find out more on the LGT Vestra website.