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LGT SmartWealth

Via LGT SmartWealth, 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 SmartWealth will also be available as an app that can be downloaded onto your smartphone or tablet.*

*For the purpose of conducting a soft launch, LGT SmartWealth is already live on the Google and Apple app store. It is not yet finalised, and therefore please do not attempt to download and login. Your Client Portal login details will not work.

Important information: changes for existing Client Portal users

LGT SmartWealth will replace our existing Client Portal, meaning that all active Client Portal users will be prompted to register for LGT SmartWealth.

If you are an active Client Portal user, in order to protect your data, you will be required to register for a new LGT SmartWealth login.

Please contact your Investment Manager if you have any changes to your contact details, to ensure that you receive the activation emails to your correct email address.

We will begin to roll LGT SmartWealth out to Client Portal users towards the end of August, therefore you will receive your activation email from after this time.

Registration steps

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 SmartWealth, 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. View the LGT Vestra Forest here.

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.