Investment decisions are driven by hopes, fears and dreams 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.
Investment philosophy and process
One of a kind. We create a bespoke portfolio to meet your requirements.
We offer bespoke delegated investment services to defined benefit schemes, releasing trustees to focus their governance budget on strategic issues including the scheme's funding position, recovery plan and employer covenant.
We work with trustees, actuaries and consultants to determine the investment strategy that is appropriate to the circumstances of the scheme.
We believe great results come from working in close partnership with you, the adviser. We give you a tailored service and the resources you need to help grow your business and achieve the best outcome for your clients. We provide support in the way that best suits you and your clients.
Working in partnership
Visit our literature page for publications for advisers as well as links to our blog and our weekly CIO Question Time
We see wealth not as an end in itself but also as a means of creating social and cultural added value. We support a range of initiatives across the environment and society, art, culture and sport.
Sharing resilience, strength and hopes for the future
Tell us about your hopes for the future
LGT Vestra is a partnership between the executive partners and the private banking group LGT, owned by the Princely Family of Liechtenstein. When we set up LGT Vestra in 2008, our aim was to offer a fresh approach to wealth management. The plan was simple: put our clients first by providing a transparent service, designed around what is right for each of them.
Here you can find our latest press releases, news articles and our most recent social media posts.
You can find all our publications here including our brochures, market commentary and reports.
A way with words. Our insights on the current markets and wider events.
Read our blog and CIO Question Time
Actor and singer Jason Donovan is to be the headline act for The Prince's Trust Red Dinner next month, which will raise thousands of pounds for disadvantaged young people across the South West.
The Red Dinner is sponsored by Gloucestershire-based fashion brand Superdry and also benefits from continued support from the Bristol office of wealth management and investment group LGT Vestra.
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