Our business is responsible for managing discretionary client portfolios on a bespoke basis. We are involved in a broad range of activities including portfolio management, investment analysis and relationship management. Each team prides itself on the quality of service it provides the High Net Worth community ensuring that they have adopted a robust investment process to best manage the investment interests of their clients. We have developed long standing relationships with our clients and are seen by many as trusted advisors to them and their families.
Belonging at LGT
At LGT, we believe we have an obligation to make our own contribution toward a society worth living in. Our aim has always been to challenge convention where we believe it is the right thing to do and we are not afraid to make decisions that positively set us apart from the crowd.
When we 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.
We now have over 400 people working across our London, Bristol and Jersey offices, with the vast majority working from our central London office.
Our culture is what sets us apart; we are a people business with a focus on ensuring our staff feel a genuine sense of belonging. There is more to the firm than financial success alone and we are passionate about making our people feel they are part of a family. Wealth management is about building lasting relationships and this starts internally. We do not care for hierarchy – our flat management structure and open-door policy, combined with a collaborative and inclusive approach, facilitates a community whereby innovation is encouraged and diversity is celebrated.
It is essential our people feel part of the team in whatever role they hold and a sense of belonging to the Firm itself. Our staff wellbeing and diversity committees, Enrich & #included, strive to enhance this inclusive culture, looking at how we can enrich employees’ lives not only at work, but in our wider lives. 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.
Diversity and Inclusion
Our employee-led initiative, #included, is central to our mission to give all our people equal opportunities (and outcomes), to succeed both personally and professionally, and foster a culture where individuals are treated with respect and feel included. Through our initiatives, we aim to encourage diversity, maintain wellbeing, challenge perceptions and promote development.
The mission statement of #included is to ‘attract, develop and retain the best and brightest from all walks of life and backgrounds’. We believe by that, by embracing and leading on D&I across the business, we will excel against our peers in the industry and deliver superior business results.
We aim to create a diverse and inclusive work environment for all of our people. Capturing diversity of thought and experience is critical to ensuring we remain innovative and solutions focused in our approach, thereby delivering the best possible services to our clients.
We strive to ensure inclusion at every level, to ensure that our actions match our words, and that our culture of belonging defines how we do business.
Find out more here about our diversity and inclusion initiatives we are focusing on as a business.
Great Place to Work
We are delighted to be recognized as one of the best places to work by Great Place to Work UK.
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 and 89% agree the firm is a “Great Place to Work”.
Following our Great Place to Work accreditation, we are also pleased to have been recognised in the 2021 Best UK Workplaces™ list, ranked 27th in the Large (251-1000 employee) category.
Ben Snee, CEO LGT Wealth Management said: “Being accredited a Great Place to Work is a significant recognition of the importance we place in striving to create a culture where our people feel proud, respected, valued and motivated. Receiving an external assessment of the Firm is also an important way of determining where we can develop in order to continually improve the workplace culture for our people.”
Values worth sharing
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 champion innovative and pioneering projects such as Formula E, the motorsport series for electric cars.
- We currently support Delmeza, (who provides hospice care for children including clinical care, therapies, specialised activities and practical support), and The Fore, which works with small charities and social enterprises.
- We have recently introduced the LGT Vestra Forest, planting a tree for every client who has already and will elect for paperless reporting; we are currently supporting reforestation projects in Brazil, Kenya, Madagascar, Thailand and India.
- 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.
Click here to read further about our future sustainable commitments.
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.