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Putting clients first

LGT Vestra is a UK-based wealth management firm and is part of the private banking group LGT, owned by the Princely Family of Liechtenstein.

We offer a fresh approach to wealth management and are committed to providing a service that exceeds our clients’ expectations. Treating our clients with respect and managing their money with conviction is integral to our ethos. Every client relationship is a long-term partnership built on trust, enhanced by our transparent approach, resulting in a valued personal connection. We believe in an alignment of interests and never lose sight of the fact it is our clients’ money with which we have been entrusted.

Being part of LGT Group, which is privately owned by the Princely Family of Liechtenstein, affords us the flexibility of a long-term outlook. Supported by our forward-thinking owner, we make ongoing investment into the business to enhance the experience of our clients.

 

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An entrepreneurial approach is part of who we are which, when combined with the long-term view and financial strength of LGT Group, makes for a stable and ever-improving environment where we strive to offer the best possible service to our clients.

We endeavour to ensure that we never take our clients for granted and always remember we must continuously earn the right to look after their wealth.

What makes us different

Investment decisions are driven by hopes, fears and dreams as much as much as by facts and analysis. We realise that wealth has social and human dimensions and understanding the full picture, looking at both the rational and the emotional, is what we do at LGT Vestra. We share your wish to reach a greater understanding of your wealth planning needs. Empowering you to realise your unique aspirations is the objective of our relationship.

Client-centric

  • We strive for clients to love being clients.
  • We understand social, human dimensions of wealth.
  • We never lose sight of the fact it is the client's money we manage.
  • Our private ownership and entrepreneurial ethos means we align our interests through a long-term approach.

Impartial

  • We make unbiased decisions based on what is right for each client.
  • We have a whole of market approach to our investment decisions.
  • We have transparent fees and we are transparent in our approach.
  • We fit the portfolio to the client, never the other way around.

Expertise

  • We have a strong investment process.
  • Our people have technical capability, knowledge and skills.
  • Our asset class specialists work closely with our Investment Managers.
  • We have a highly personalised and bespoke approach to our offering and the service we provide.

Integrity

  • We are conviction-led. We stand by our principles and will only invest where we believe it is right.
  • We have a responsibility to our clients, our employees, our owner and society.
  • If we don't deliver as best we can, we don't deserve you as our client.
  • Our people embody honesty and accountability.

Our people

Our people have extensive wealth management experience gained at some of the world’s leading financial institutions. By working closely together, we are able to draw on our varied skills and knowledge, allowing us to treat each portfolio individually and meet the unique needs of every client.

More about our people